BBCB vs VOO
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Vanguard S&P 500 ETF
Which is better, BBCB or VOO?
Long Term Mid Quality against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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
| Metric | BBCB | VOO |
|---|---|---|
| Expense Ratio | 0.04% | 0.03%Best |
| AUM | $52M | $997.4B |
| Dividend Yield | 7.69% | 1.04% |
| Holdings | 1,299 | 509 |
| YTD Return | -0.61% | +12.25%Best |
| 1Y Return | -0.35% | +17.03%Best |
| 3Y Return (annualized) | +5.13% | +21.25%Best |
| 5Y Return (annualized) | -0.36% | +13.08%Best |
| Volatility (annualized) | 7.8%Best | 16.4% |
| Max Drawdown | -23.9%Best | -34.3% |
| $10,000 over 5 years | $9,821 | $18,490Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Mid Quality | Large Cap Blend |
| Inception | Dec 12, 2018 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 14, 2018 to Sep 17, 2026 (7.8 years).
BBCB vs VOO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BBCB vs VOO Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBCB returned -0.35% while VOO returned +17.03%. Year to date, BBCB is down 0.61% versus a gain of 12.25% for VOO.
Over three years, BBCB compounded at +5.13% per year against +21.25% for VOO; over five years the annualized figures are -0.36% and +13.08% respectively. Across the full 8-year window we track, VOO has the edge at +16.01% annualized vs +1.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 7.8% for BBCB. 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 -23.9% for BBCB and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBCB charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BBCB currently yields 7.69% against 1.04% for VOO.
Holdings Overlap
At least 0.3% of VOO's money is in holdings BBCB also owns.
Stated as a floor: for BBCB, our book for it covers 87.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 1,161 positions we hold weights for in BBCB and 494 in VOO, against full books of 1,299 and 509.
You are not choosing between two funds in isolation.
Whichever of BBCB and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBCB or VOO?
BBCB has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BBCB or VOO?
Over the past year BBCB returned -0.35% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.46% vs +16.01% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBCB or VOO?
VOO has been the more volatile fund at 16.4% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs VOO -34.3%.
Should I hold both BBCB and VOO?
BBCB and VOO have a monthly-return correlation of 0.65, 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, BBCB or VOO?
BBCB yields 7.69% while VOO yields 1.04%, so BBCB currently pays the higher dividend yield.
Is VOO better than BBCB?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.