BBEU vs VOO

BBEU vs VOO

Which is better, BBEU or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO 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 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: BBEU

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

MetricBBEUVOO
Expense Ratio0.09%0.03%Best
AUM$9.5B$997.4B
Dividend Yield2.88%1.08%
Holdings365509
YTD Return+8.46%+13.37%Best
1Y Return+19.07%+20.08%Best
3Y Return (annualized)+18.27%+21.29%Best
5Y Return (annualized)+9.30%+12.89%Best
Volatility (annualized)17.3%16.6%Best
Max Drawdown-36.3%-34.3%Best
$10,000 over 5 years$15,599$18,335Best
Top 10 Weight21.5%Best36.4%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 15, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Jun 19, 2018 to Sep 4, 2026 (8.2 years).

BBEU vs VOO 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 VOO Performance

JPMorgan BetaBuilders Europe ETF (BBEU) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBEU returned +19.07% while VOO returned +20.08%. Year to date, BBEU is up 8.46% versus a gain of 13.37% for VOO.

Over three years, BBEU compounded at +18.27% per year against +21.29% for VOO; over five years the annualized figures are +9.30% and +12.89% respectively. Across the full 8-year window we track, VOO has the edge at +14.36% 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 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 -36.3% for BBEU and -34.3% for VOO. 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 VOO 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 1.08% for VOO.

Holdings Overlap

BBEU already in VOO0.3%
VOO already in BBEU0.1%

0.3% of BBEU's money is in holdings VOO also owns. 0.1% of VOO'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 VOO, against full books of 365 and 509.

What only one of them owns

Our book lists 495 positions for VOO that do not appear in our book for BBEU (99.4% of the fund), and 9 for BBEU that do not appear in VOO (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.

Top Shared Holdings

StockWeight in BBEUWeight in VOODifference
EQTEQT Corp.0.18%0.05%0.13%
BGBunge Global Sa Common Shares0.11%0.02%0.09%

You are not choosing between two funds in isolation.

Whichever of BBEU and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBEUVOO

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Frequently Asked Questions

Which is cheaper, BBEU or VOO?

BBEU has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, BBEU or VOO?

Over the past year BBEU returned +19.07% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBEU annualized +8.39% vs +14.36% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBEU or VOO?

BBEU has been the more volatile fund at 17.3% annualized versus 16.6% for VOO. Worst drawdown: BBEU -36.3% vs VOO -34.3%.

Should I hold both BBEU and VOO?

BBEU and VOO 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 VOO?

BBEU yields 2.88% while VOO yields 1.08%, so BBEU currently pays the higher dividend yield.

Is VOO better than BBEU?

VOO has a lower expense ratio. VOO 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 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.