BBEM vs VXUS

Quick Verdict

VXUS has a lower expense ratio. BBEM delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: BBEMMore Diversified: VXUS

Side-by-Side Comparison

MetricBBEMVXUSWinner
Expense Ratio0.15%0.05%
AUM$748M$156.5B
Dividend Yield2.52%2.60%
Holdings1,1328,747
YTD Return+15.82%+14.57%
1Y Return+32.69%+27.82%
3Y Return (annualized)+19.42%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)15.1%15.1%
Max Drawdown-17.4%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMay 10, 2023Jan 26, 2011

BBEM vs VXUS Performance

JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BBEM returned +32.69% while VXUS returned +27.82%. Year to date, BBEM is up 15.82% versus a gain of 14.57% for VXUS.

Over three years, BBEM compounded at +19.42% per year against +19.27% for VXUS. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +4.86%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBEM charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 2.60% for VXUS.

Holdings Overlap

18.1%overlap

BBEM and VXUS share 662 holdings out of 8088 unique holdings combined, representing a 18.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBEMWeight in VXUSDifference
2330:TW12.87%3.41%9.46%
0700:KY3.54%0.92%2.62%
000660:KR2.83%0.90%1.93%
9988:HKProProPro
RELIANCE:MBProProPro
2308:TWProProPro
2317:TWProProPro
PDDProProPro
2454:TWProProPro
1398:HKProProPro
See all 10 holdings BBEM shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, BBEM or VXUS?

BBEM has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, BBEM or VXUS?

Over the past year BBEM returned +32.69% vs +27.82% for VXUS, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, BBEM or VXUS?

BBEM has been the more volatile fund at 15.1% annualized versus 15.1% for VXUS. Worst drawdown: BBEM -17.4% vs VXUS -39.9%.

Should I hold both BBEM and VXUS?

BBEM and VXUS have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEM and VXUS?

BBEM and VXUS share 662 common holdings with a 18.1% weight overlap. Combined, they hold 8088 unique securities.

Which pays a higher dividend, BBEM or VXUS?

BBEM yields 2.52% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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