BBC vs VTI
Virtus LifeSci Biotech Clinical Trials ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BBC delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BBC | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $47M | $663.5B | |
| Dividend Yield | 1.24% | 1.07% | |
| Holdings | 123 | 3,543 | |
| YTD Return | +39.56% | +14.20% | |
| 1Y Return | +154.07% | +24.16% | |
| 3Y Return (annualized) | +34.90% | +21.12% | |
| 5Y Return (annualized) | +3.34% | +12.37% | |
| Volatility (annualized) | 35.9% | 15.3% | |
| Max Drawdown | -76.8% | -56.6% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2014 | May 24, 2001 |
BBC vs VTI Performance
Virtus LifeSci Biotech Clinical Trials ETF (BBC) is a ETF from Virtus Investment Partners and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BBC returned +154.07% while VTI returned +24.16%. Year to date, BBC is up 39.56% versus a gain of 14.20% for VTI.
Over three years, BBC compounded at +34.90% per year against +21.12% for VTI; over five years the annualized figures are +3.34% and +12.37% respectively. Across the full 12-year window we track, VTI has the edge at +8.14% annualized vs +6.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBC has been the more volatile fund, with annualized monthly volatility of 35.9% compared with 15.3% for VTI. 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 -76.8% for BBC and -56.6% for VTI. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBC charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BBC currently yields 1.24% against 1.07% for VTI.
Holdings Overlap
BBC and VTI share 81 holdings out of 2823 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBC or VTI?
BBC has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, BBC or VTI?
Over the past year BBC returned +154.07% vs +24.16% for VTI, so BBC leads on 1-year performance. Over the longest common window we track (12 years), BBC annualized +6.51% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BBC or VTI?
BBC has been the more volatile fund at 35.9% annualized versus 15.3% for VTI. Worst drawdown: BBC -76.8% vs VTI -56.6%.
Should I hold both BBC and VTI?
BBC and VTI have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBC and VTI?
BBC and VTI share 81 common holdings with a 0.1% weight overlap. Combined, they hold 2823 unique securities.
Which pays a higher dividend, BBC or VTI?
BBC yields 1.24% while VTI yields 1.07%, so BBC currently pays the higher dividend yield.
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