BBEM vs VOO

Quick Verdict

VOO has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.

Lower Fees: VOOHigher Returns: BBEMMore Diversified: BBEM

Side-by-Side Comparison

MetricBBEMVOOWinner
Expense Ratio0.15%0.03%
AUM$748M$979.0B
Dividend Yield2.52%1.09%
Holdings1,132509
YTD Return+15.82%+13.80%
1Y Return+32.69%+23.71%
3Y Return (annualized)+19.42%+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)15.1%14.1%
Max Drawdown-17.4%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMay 10, 2023Sep 7, 2010

BBEM vs VOO Performance

JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBEM returned +32.69% while VOO returned +23.71%. Year to date, BBEM is up 15.82% versus a gain of 13.80% for VOO.

Over three years, BBEM compounded at +19.42% per year against +21.50% for VOO. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +13.58%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.1% for VOO. 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 -17.4% for BBEM and -34.3% for VOO. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBEM charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

BBEM and VOO share 2 holdings out of 1392 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBEMWeight in VOODifference
PG0.01%0.53%0.52%
CMI0.06%0.15%0.09%

Frequently Asked Questions

Which is cheaper, BBEM or VOO?

BBEM has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, BBEM or VOO?

Over the past year BBEM returned +32.69% vs +23.71% for VOO, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, BBEM or VOO?

BBEM has been the more volatile fund at 15.1% annualized versus 14.1% for VOO. Worst drawdown: BBEM -17.4% vs VOO -34.3%.

Should I hold both BBEM and VOO?

BBEM and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEM and VOO?

BBEM and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1392 unique securities.

Which pays a higher dividend, BBEM or VOO?

BBEM yields 2.52% while VOO yields 1.09%, so BBEM currently pays the higher dividend yield.

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