BBIB vs VOO

BBIB vs VOO

Which is better, BBIB or VOO?

Long Term High Quality against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricBBIBVOO
Expense Ratio0.04%0.03%Best
AUM$54M$997.4B
Dividend Yield3.95%1.04%
Holdings84509
YTD Return-3.43%+14.14%Best
1Y Return-2.49%+17.31%Best
3Y Return (annualized)+3.21%+23.16%Best
5Y Return (annualized)-+13.85%
Volatility (annualized)4.5%Best12.6%
Max Drawdown-6.4%Best-18.7%
$10,000 over 3.4 years$10,640$19,585Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term High QualityLarge Cap Blend
InceptionApr 19, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 20, 2023 to Sep 21, 2026 (3.4 years).

BBIB 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 3.4 years both funds cover.

BBIB vs VOO Performance

JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) 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 BBIB returned -2.49% while VOO returned +17.31%. Year to date, BBIB is down 3.43% versus a gain of 14.14% for VOO.

Over three years, BBIB compounded at +3.21% per year against +23.16% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.6% 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 -18.7% 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 0.33. They move together some of the time, and apart the rest.

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 3.95% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 61 holdings in BBIB and 494 in VOO, totalling 88.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 61 positions we hold weights for in BBIB and 494 in VOO, against full books of 84 and 509.

You are not choosing between two funds in isolation.

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

BBIBVOO

Free for up to 10 holdings. No account needed.

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, by $1 a year on a $10,000 investment.

Which performed better, BBIB or VOO?

Over the past year BBIB returned -2.49% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBIB or VOO?

VOO has been the more volatile fund at 12.6% annualized versus 4.5% for BBIB. Worst drawdown: BBIB -6.4% vs VOO -18.7%.

Should I hold both BBIB and VOO?

BBIB and VOO have a monthly-return correlation of 0.33, 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, BBIB or VOO?

BBIB yields 3.95% while VOO yields 1.04%, so BBIB currently pays the higher dividend yield.

Is VOO better than BBIB?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.