BBEU vs IVV
JPMorgan BetaBuilders Europe ETF vs iShares Core S&P 500 ETF
Which is better, BBEU or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. BBEU is less concentrated, with 21.5% of the fund in its ten largest positions against 37.9%.
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 | BBEU | IVV |
|---|---|---|
| Expense Ratio | 0.09% | 0.03%Best |
| AUM | $9.5B | $886.7B |
| Dividend Yield | 2.88% | 1.10% |
| Holdings | 365 | 508 |
| YTD Return | +8.46% | +13.39%Best |
| 1Y Return | +19.07% | +20.08%Best |
| 3Y Return (annualized) | +18.27% | +21.29%Best |
| 5Y Return (annualized) | +9.30% | +12.88%Best |
| Volatility (annualized) | 17.3% | 16.6%Best |
| Max Drawdown | -36.3% | -33.9%Best |
| $10,000 over 5 years | $15,599 | $18,327Best |
| Top 10 Weight | 21.5%Best | 37.9% |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 15, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Jun 19, 2018 to Sep 4, 2026 (8.2 years).
BBEU vs IVV 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 8.2 years both funds cover.
BBEU vs IVV Performance
JPMorgan BetaBuilders Europe ETF (BBEU) is an ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBEU returned +19.07% while IVV returned +20.08%. Year to date, BBEU is up 8.46% versus a gain of 13.39% for IVV.
Over three years, BBEU compounded at +18.27% per year against +21.29% for IVV; over five years the annualized figures are +9.30% and +12.88% respectively. Across the full 8-year window we track, IVV has the edge at +14.31% annualized vs +8.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBEU has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 16.6% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 2.88% against 1.10% for IVV.
Holdings Overlap
0.3% of BBEU's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings BBEU also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 336 positions we hold weights for in BBEU and 505 in IVV, against full books of 365 and 508.
What only one of them owns
Our book lists 495 positions for IVV that do not appear in our book for BBEU (99.3% of the fund), and 9 for BBEU that do not appear in IVV (3.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BBEU and IVV 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, BBEU or IVV?
BBEU has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, BBEU or IVV?
Over the past year BBEU returned +19.07% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BBEU annualized +8.39% vs +14.31% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBEU or IVV?
BBEU has been the more volatile fund at 17.3% annualized versus 16.6% for IVV. Worst drawdown: BBEU -36.3% vs IVV -33.9%.
Should I hold both BBEU and IVV?
BBEU and IVV have a monthly-return correlation of 0.82, 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, BBEU or IVV?
BBEU yields 2.88% while IVV yields 1.10%, so BBEU currently pays the higher dividend yield.
Is IVV better than BBEU?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. BBEU is less concentrated, with 21.5% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.