BBCB vs VYM
BBCB vs VYM
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM delivered stronger 1-year returns. BBCB offers more diversification with 1138 holdings.
Side-by-Side Comparison
| Metric | BBCB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.04% | |
| AUM | $46M | $79.0B | |
| Dividend Yield | 4.98% | 2.86% | |
| Holdings | 1,290 | 568 | |
| YTD Return | +0.51% | +15.80% | |
| 1Y Return | +2.74% | +26.12% | |
| 3Y Return (annualized) | +5.24% | +18.25% | |
| 5Y Return (annualized) | +0.02% | +12.51% | |
| Volatility (annualized) | 7.8% | 14.6% | |
| Max Drawdown | -23.9% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | Nov 10, 2006 |
BBCB vs VYM Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBCB returned +2.74% while VYM returned +26.12%. Year to date, BBCB is up 0.51% versus a gain of 15.80% for VYM.
Over three years, BBCB compounded at +5.24% per year against +18.25% for VYM; over five years the annualized figures are +0.02% and +12.51% respectively. Across the full 8-year window we track, VYM has the edge at +7.07% annualized vs +1.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
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 4.98% against 2.86% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BBCB or VYM?
BBCB has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, BBCB or VYM?
Over the past year BBCB returned +2.74% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.63% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BBCB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs VYM -58.8%.
Should I hold both BBCB and VYM?
BBCB and VYM have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBCB and VYM?
BBCB and VYM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1694 unique securities.
Which pays a higher dividend, BBCB or VYM?
BBCB yields 4.98% while VYM yields 2.86%, so BBCB currently pays the higher dividend yield.
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