BBBL vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BBBL offers more diversification with 694 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: BBBL

Side-by-Side Comparison

MetricBBBLVOOWinner
Expense Ratio0.19%0.03%
AUM$9M$979.0B
Dividend Yield5.69%1.09%
Holdings789509
YTD Return-1.74%+13.80%
1Y Return+0.30%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)8.4%14.1%
Max Drawdown-9.4%-34.3%
Fund FamilyBondBloxxVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 16, 2024Sep 7, 2010

BBBL vs VOO Performance

BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is a ETF from BondBloxx and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBBL returned +0.30% while VOO returned +23.71%. Year to date, BBBL is down 1.74% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.4% for BBBL. 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 -9.4% for BBBL 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBBL 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, BBBL currently yields 5.69% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BBBL and VOO share 0 holdings out of 1199 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, BBBL or VOO?

BBBL 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, BBBL or VOO?

Over the past year BBBL returned +0.30% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BBBL annualized +2.33% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, BBBL or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.4% for BBBL. Worst drawdown: BBBL -9.4% vs VOO -34.3%.

Should I hold both BBBL and VOO?

BBBL and VOO have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBBL and VOO?

BBBL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1199 unique securities.

Which pays a higher dividend, BBBL or VOO?

BBBL yields 5.69% while VOO yields 1.09%, so BBBL currently pays the higher dividend yield.

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