BBCB vs VYM
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, BBCB or VYM?
Long Term Mid Quality against Large Cap Value.
VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 0.04%Tie | 0.04%Tie |
| AUM | $52M | $81.6B |
| Dividend Yield | 7.69% | 2.22% |
| Holdings | 1,299 | 613 |
| YTD Return | -0.61% | +12.29%Best |
| 1Y Return | -0.35% | +16.61%Best |
| 3Y Return (annualized) | +5.13% | +17.42%Best |
| 5Y Return (annualized) | -0.36% | +12.12%Best |
| Volatility (annualized) | 7.8%Best | 15.2% |
| Max Drawdown | -23.9%Best | -35.7% |
| $10,000 over 5 years | $9,821 | $17,718Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Mid Quality | Large Cap Value |
| Inception | Dec 12, 2018 | Nov 10, 2006 |
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 VYM 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 7.8 years both funds cover.
BBCB vs VYM Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBCB returned -0.35% while VYM returned +16.61%. Year to date, BBCB is down 0.61% versus a gain of 12.29% for VYM.
Over three years, BBCB compounded at +5.13% per year against +17.42% for VYM; over five years the annualized figures are -0.36% and +12.12% respectively. Across the full 8-year window we track, VYM has the edge at +11.41% annualized vs +1.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBCB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, BBCB currently yields 7.69% against 2.22% for VYM.
Holdings Overlap
At least 0.8% of VYM'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.
3 positions in common, counted across the 1,161 positions we hold weights for in BBCB and 557 in VYM, against full books of 1,299 and 613.
You are not choosing between two funds in isolation.
Whichever of BBCB and VYM 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 VYM?
BBCB has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.
Which performed better, BBCB or VYM?
Over the past year BBCB returned -0.35% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.46% vs +11.41% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBCB or VYM?
VYM has been the more volatile fund at 15.2% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs VYM -35.7%.
Should I hold both BBCB and VYM?
BBCB and VYM have a monthly-return correlation of 0.54, 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 VYM?
BBCB yields 7.69% while VYM yields 2.22%, so BBCB currently pays the higher dividend yield.
Is VYM better than BBCB?
VYM 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.