BBIB vs VYM
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF vs Vanguard High Dividend Yield ETF
Which is better, BBIB or VYM?
Long Term High Quality against Large Cap Value.
VYM led over 1Y, 3Y and the full window.
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
| Metric | BBIB | VYM |
|---|---|---|
| Expense Ratio | 0.04%Tie | 0.04%Tie |
| AUM | $54M | $81.6B |
| Dividend Yield | 3.95% | 2.22% |
| Holdings | 84 | 613 |
| YTD Return | -3.62% | +11.35%Best |
| 1Y Return | -2.77% | +15.34%Best |
| 3Y Return (annualized) | +3.08% | +17.22%Best |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 4.6%Best | 11.6% |
| Max Drawdown | -6.4%Best | -14.5% |
| $10,000 over 3.4 years | $10,622 | $16,279Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Value |
| Inception | Apr 19, 2023 | Nov 10, 2006 |
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 18, 2026 (3.4 years).
BBIB vs VYM 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 VYM Performance
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBIB returned -2.77% while VYM returned +15.34%. Year to date, BBIB is down 3.62% versus a gain of 11.35% for VYM.
Over three years, BBIB compounded at +3.08% per year against +17.22% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.6% compared with 4.6% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBIB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, BBIB currently yields 3.95% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 61 holdings in BBIB and 557 in VYM, totalling 88.2% and 99.2% 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 557 in VYM, against full books of 84 and 613.
You are not choosing between two funds in isolation.
Whichever of BBIB and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBIB or VYM?
BBIB has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.
Which performed better, BBIB or VYM?
Over the past year BBIB returned -2.77% vs +15.34% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBIB or VYM?
VYM has been the more volatile fund at 11.6% annualized versus 4.6% for BBIB. Worst drawdown: BBIB -6.4% vs VYM -14.5%.
Should I hold both BBIB and VYM?
BBIB and VYM have a monthly-return correlation of 0.51, 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 VYM?
BBIB yields 3.95% while VYM yields 2.22%, so BBIB currently pays the higher dividend yield.
Is VYM better than BBIB?
VYM 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.