BBEU vs IVV
JPMorgan BetaBuilders Europe ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BBEU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $9.2B | $865.2B | |
| Dividend Yield | 3.41% | 1.09% | |
| Holdings | 381 | 508 | |
| YTD Return | +9.17% | +13.72% | |
| 1Y Return | +20.53% | +21.64% | |
| 3Y Return (annualized) | +17.61% | +21.55% | |
| 5Y Return (annualized) | +9.44% | +13.27% | |
| Volatility (annualized) | 17.4% | 15.1% | |
| Max Drawdown | -36.3% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | May 15, 2000 |
BBEU vs IVV Performance
JPMorgan BetaBuilders Europe ETF (BBEU) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBEU returned +20.53% while IVV returned +21.64%. Year to date, BBEU is up 9.17% versus a gain of 13.72% for IVV.
Over three years, BBEU compounded at +17.61% per year against +21.55% for IVV; over five years the annualized figures are +9.44% and +13.27% respectively. Across the full 8-year window we track, BBEU has the edge at +8.55% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBEU has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.1% for IVV. 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 -36.3% for BBEU and -56.5% for IVV. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBEU charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, BBEU currently yields 3.41% against 1.09% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BBEU or IVV?
BBEU has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, BBEU or IVV?
Over the past year BBEU returned +20.53% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BBEU annualized +8.55% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BBEU or IVV?
BBEU has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: BBEU -36.3% vs IVV -56.5%.
Should I hold both BBEU and IVV?
BBEU and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEU and IVV?
BBEU and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 851 unique securities.
Which pays a higher dividend, BBEU or IVV?
BBEU yields 3.41% while IVV yields 1.09%, so BBEU currently pays the higher dividend yield.
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