BBBL vs VTI

BBBL vs VTI

Which is better, BBBL or VTI?

Long Term Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricBBBLVTI
Expense Ratio0.19%0.03%Best
AUM$7M$666.9B
Dividend Yield5.88%1.03%
Holdings8843,543
YTD Return-1.49%+12.28%Best
1Y Return-3.04%+16.78%Best
3Y Return (annualized)-+20.89%
5Y Return (annualized)-+11.94%
Volatility (annualized)8.3%Best12.3%
Max Drawdown-9.4%Best-19.3%
$10,000 over 2.6 years$10,617$15,857Best
Fund FamilyBondBloxxVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Blend
InceptionJan 16, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 17, 2026 (2.6 years).

BBBL vs VTI 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 covers the 2.6 years both funds cover.

BBBL vs VTI Performance

BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is an ETF from BondBloxx and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BBBL returned -3.04% while VTI returned +16.78%. Year to date, BBBL is down 1.49% versus a gain of 12.28% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 8.3% 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BBBL charges 0.19% per year while VTI 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 5.88% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 746 holdings in BBBL and 3,463 in VTI, totalling 85.1% and 98.1% of the two funds. That is not enough of BBBL to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 746 positions we hold weights for in BBBL and 3,463 in VTI, against full books of 884 and 3,543.

Top Shared Holdings

StockWeight in BBBLWeight in VTIDifference
LYBLyb Int Finance Iii 3.375 10/01/20400.05%0.02%0.03%

You are not choosing between two funds in isolation.

Whichever of BBBL and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBBLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBBL or VTI?

BBBL has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, BBBL or VTI?

Over the past year BBBL returned -3.04% vs +16.78% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBBL or VTI?

VTI has been the more volatile fund at 12.3% annualized versus 8.3% for BBBL. Worst drawdown: BBBL -9.4% vs VTI -19.3%.

Should I hold both BBBL and VTI?

BBBL and VTI have a monthly-return correlation of 0.52, 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, BBBL or VTI?

BBBL yields 5.88% while VTI yields 1.03%, so BBBL currently pays the higher dividend yield.

Is VTI better than BBBL?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.