BBIB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBBIBVOOWinner
Expense Ratio0.04%0.03%
AUM$54M$979.0B
Dividend Yield3.74%1.09%
Holdings84509
YTD Return-1.56%+13.80%
1Y Return+0.37%+23.71%
3Y Return (annualized)+3.26%+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)4.5%14.1%
Max Drawdown-6.4%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 19, 2023Sep 7, 2010

BBIB vs VOO Performance

JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBIB returned +0.37% while VOO returned +23.71%. Year to date, BBIB is down 1.56% versus a gain of 13.80% for VOO.

Over three years, BBIB compounded at +3.26% per year against +21.50% for VOO. Across the full 3-year window we track, VOO has the edge at +13.58% annualized vs +2.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.5% for BBIB. 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 -6.4% for BBIB and -34.3% for VOO. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBIB charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BBIB currently yields 3.74% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BBIB and VOO share 0 holdings out of 573 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BBIB or VOO?

BBIB has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, BBIB or VOO?

Over the past year BBIB returned +0.37% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BBIB annualized +2.51% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, BBIB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.5% for BBIB. Worst drawdown: BBIB -6.4% vs VOO -34.3%.

Should I hold both BBIB and VOO?

BBIB and VOO have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBIB and VOO?

BBIB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 573 unique securities.

Which pays a higher dividend, BBIB or VOO?

BBIB yields 3.74% while VOO yields 1.09%, so BBIB currently pays the higher dividend yield.

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