BBEU vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBBEUVYMWinner
Expense Ratio0.09%0.04%
AUM$9.2B$79.0B
Dividend Yield3.41%2.86%
Holdings381568
YTD Return+9.35%+16.10%
1Y Return+22.00%+25.99%
3Y Return (annualized)+17.56%+18.29%
5Y Return (annualized)+9.63%+12.35%
Volatility (annualized)17.4%14.6%
Max Drawdown-36.3%-58.8%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 15, 2018Nov 10, 2006

BBEU vs VYM Performance

JPMorgan BetaBuilders Europe ETF (BBEU) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBEU returned +22.00% while VYM returned +25.99%. Year to date, BBEU is up 9.35% versus a gain of 16.10% for VYM.

Over three years, BBEU compounded at +17.56% per year against +18.29% for VYM; over five years the annualized figures are +9.63% and +12.35% respectively. Across the full 8-year window we track, BBEU has the edge at +8.57% annualized vs +7.08%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBEU charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, BBEU currently yields 3.41% against 2.86% for VYM.

Holdings Overlap

0.2%overlap

BBEU and VYM share 3 holdings out of 903 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBEUWeight in VYMDifference
EQT0.17%0.17%0.00%
KR0.00%0.18%0.18%
AM0.05%0.03%0.02%

Frequently Asked Questions

Which is cheaper, BBEU or VYM?

BBEU has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, BBEU or VYM?

Over the past year BBEU returned +22.00% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BBEU annualized +8.57% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, BBEU or VYM?

BBEU has been the more volatile fund at 17.4% annualized versus 14.6% for VYM. Worst drawdown: BBEU -36.3% vs VYM -58.8%.

Should I hold both BBEU and VYM?

BBEU and VYM have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEU and VYM?

BBEU and VYM share 3 common holdings with a 0.2% weight overlap. Combined, they hold 903 unique securities.

Which pays a higher dividend, BBEU or VYM?

BBEU yields 3.41% while VYM yields 2.86%, so BBEU currently pays the higher dividend yield.

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