Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBBAXVOOWinner
Expense Ratio0.19%0.03%
AUM$6.6B$979.0B
Dividend Yield3.59%1.09%
Holdings107509
YTD Return+15.63%+13.80%
1Y Return+20.53%+23.71%
3Y Return (annualized)+15.24%+21.50%
5Y Return (annualized)+6.91%+13.44%
Volatility (annualized)18.4%14.1%
Max Drawdown-39.6%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionAug 7, 2018Sep 7, 2010

BBAX vs VOO Performance

JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF (BBAX) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBAX returned +20.53% while VOO returned +23.71%. Year to date, BBAX is up 15.63% versus a gain of 13.80% for VOO.

Over three years, BBAX compounded at +15.24% per year against +21.50% for VOO; over five years the annualized figures are +6.91% and +13.44% respectively. Across the full 8-year window we track, VOO has the edge at +13.58% annualized vs +6.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBAX has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 14.1% for VOO. 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 -39.6% for BBAX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBAX charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BBAX currently yields 3.59% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BBAX and VOO share 0 holdings out of 600 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BBAX or VOO?

BBAX has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, BBAX or VOO?

Over the past year BBAX returned +20.53% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBAX annualized +6.24% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, BBAX or VOO?

BBAX has been the more volatile fund at 18.4% annualized versus 14.1% for VOO. Worst drawdown: BBAX -39.6% vs VOO -34.3%.

Should I hold both BBAX and VOO?

BBAX and VOO have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBAX and VOO?

BBAX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 600 unique securities.

Which pays a higher dividend, BBAX or VOO?

BBAX yields 3.59% while VOO yields 1.09%, so BBAX currently pays the higher dividend yield.

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