BBH vs VOO

BBH vs VOO

Which is better, BBH or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. BBH led over 1Y and the full window, VOO over 3Y and 5Y. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 72.0%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricBBHVOO
Expense Ratio0.35%0.03%Best
AUM$406M$997.4B
Dividend Yield0.46%1.08%
Holdings25509
YTD Return+26.75%Best+13.37%
1Y Return+46.29%Best+20.08%
3Y Return (annualized)+14.77%+21.29%Best
5Y Return (annualized)+2.36%+12.89%Best
Volatility (annualized)20.4%14.1%Best
Max Drawdown-39.9%-34.3%Best
$10,000 over 5 years$11,237$18,335Best
Top 10 Weight72.0%36.4%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 20, 2011Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 4, 2026 (16 years).

BBH 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 16 years both funds cover.

BBH vs VOO Performance

VanEck Biotech ETF (BBH) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBH returned +46.29% while VOO returned +20.08%. Year to date, BBH is up 26.75% versus a gain of 13.37% for VOO.

Over three years, BBH compounded at +14.77% per year against +21.29% for VOO; over five years the annualized figures are +2.36% and +12.89% respectively. Across the full 16-year window we track, BBH has the edge at +14.71% annualized vs +13.48%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBH has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 14.1% 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 -39.9% for BBH 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 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BBH charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, BBH currently yields 0.46% against 1.08% for VOO.

Holdings Overlap

BBH already in VOO62.2%
VOO already in BBH1.1%

62.2% of BBH's money is in holdings VOO also owns. 1.1% of VOO's money is in holdings BBH also owns.

The two portfolios partly overlap.

10 positions in common, counted across the 24 positions we hold weights for in BBH and 505 in VOO, against full books of 25 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for BBH (98.4% of the fund), and 11 for BBH that do not appear in VOO (30.3%).

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 BBHWeight in VOODifference
AMGNAmgen Inc.16.58%0.30%16.28%
GILDGilead Sciences12.87%0.24%12.63%
VRTXNvaesrtex Pharmaceuticals Inc8.58%0.20%8.38%
REGNRegeneron Pharmaceuticals, Inc.7.39%0.10%7.29%
IQVIqvia Holdings Inc5.08%0.05%5.03%
BIIBBiogen Inc. Com3.35%0.05%3.30%
MRNAModerna therapeutics2.61%0.04%2.57%
INCYIncyte Corp.2.54%0.03%2.51%
CRLCharles River Laboratories International Inc1.67%0.02%1.65%
TECHBio-Techne Corp1.52%0.02%1.50%

62.2% of BBH is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBH or VOO?

BBH has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, BBH or VOO?

Over the past year BBH returned +46.29% vs +20.08% for VOO, so BBH leads on 1-year performance. Over the longest common window we track (16 years), BBH annualized +14.71% vs +13.48% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBH or VOO?

BBH has been the more volatile fund at 20.4% annualized versus 14.1% for VOO. Worst drawdown: BBH -39.9% vs VOO -34.3%.

Should I hold both BBH and VOO?

BBH and VOO have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BBH and VOO?

62.2% of BBH's money is in holdings VOO also owns. 1.1% of VOO's is in holdings BBH also owns. They hold 10 positions in common, counted across the 24 positions we hold weights for in BBH and 505 in VOO.

Which pays a higher dividend, BBH or VOO?

BBH yields 0.46% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than BBH?

VOO has a lower expense ratio. BBH led over 1Y and the full window, VOO over 3Y and 5Y. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 72.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.