BBBI vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BBBI offers more diversification with 831 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: BBBI

Side-by-Side Comparison

MetricBBBIVOOWinner
Expense Ratio0.19%0.03%
AUM$169M$979.0B
Dividend Yield4.77%1.09%
Holdings1,017509
YTD Return-0.71%+13.79%
1Y Return+2.30%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)4.5%14.1%
Max Drawdown-4.1%-34.3%
Fund FamilyBondBloxxVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 16, 2024Sep 7, 2010

BBBI vs VOO Performance

BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) is a ETF from BondBloxx and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBBI returned +2.30% while VOO returned +23.01%. Year to date, BBBI is down 0.71% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.5% for BBBI. 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 -4.1% for BBBI 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBBI 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, BBBI currently yields 4.77% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

BBBI and VOO share 2 holdings out of 1334 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBBIWeight in VOODifference
AON0.08%0.11%0.03%
CNP0.07%0.04%0.03%

Frequently Asked Questions

Which is cheaper, BBBI or VOO?

BBBI 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, BBBI or VOO?

Over the past year BBBI returned +2.30% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BBBI annualized +5.01% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, BBBI or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.5% for BBBI. Worst drawdown: BBBI -4.1% vs VOO -34.3%.

Should I hold both BBBI and VOO?

BBBI and VOO have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBBI and VOO?

BBBI and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1334 unique securities.

Which pays a higher dividend, BBBI or VOO?

BBBI yields 4.77% while VOO yields 1.09%, so BBBI currently pays the higher dividend yield.

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