BBAG vs VOO
JPMorgan BetaBuilders US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Which is better, BBAG or VOO?
VOO has been ahead.
VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBAG | VOO |
|---|---|---|
| Expense Ratio | 0.03%Tie | 0.03%Tie |
| AUM | $1.0B | $997.4B |
| Dividend Yield | 4.42% | 1.04% |
| Holdings | 1,678 | 509 |
| YTD Return | -3.13% | +12.37%Best |
| 1Y Return | -2.34% | +16.61%Best |
| 3Y Return (annualized) | +3.40% | +21.37%Best |
| 5Y Return (annualized) | -1.03% | +13.49%Best |
| Volatility (annualized) | 5.7%Best | 16.4% |
| Max Drawdown | -19.6%Best | -34.3% |
| $10,000 over 5 years | $9,496 | $18,827Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Dec 12, 2018 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 14, 2018 to Sep 18, 2026 (7.8 years).
BBAG vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BBAG vs VOO Performance
JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBAG returned -2.34% while VOO returned +16.61%. Year to date, BBAG is down 3.13% versus a gain of 12.37% for VOO.
Over three years, BBAG compounded at +3.40% per year against +21.37% for VOO; over five years the annualized figures are -1.03% and +13.49% respectively. Across the full 8-year window we track, VOO has the edge at +16.02% annualized vs +0.63%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 5.7% for BBAG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.6% for BBAG and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBAG charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BBAG currently yields 4.42% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 1,141 holdings in BBAG and 494 in VOO, totalling 92.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1,141 positions we hold weights for in BBAG and 494 in VOO, against full books of 1,678 and 509.
You are not choosing between two funds in isolation.
Whichever of BBAG and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBAG or VOO?
BBAG has an expense ratio of 0.03% while VOO charges 0.03%. At the precision these are quoted to, they cost the same.
Which performed better, BBAG or VOO?
Over the past year BBAG returned -2.34% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBAG annualized +0.63% vs +16.02% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBAG or VOO?
VOO has been the more volatile fund at 16.4% annualized versus 5.7% for BBAG. Worst drawdown: BBAG -19.6% vs VOO -34.3%.
Should I hold both BBAG and VOO?
BBAG and VOO have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BBAG or VOO?
BBAG yields 4.42% while VOO yields 1.04%, so BBAG currently pays the higher dividend yield.
Is VOO better than BBAG?
VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.