BBIN vs IVV
JPMorgan BetaBuilders International Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BBIN delivered stronger 1-year returns. BBIN offers more diversification with 645 holdings.
Side-by-Side Comparison
| Metric | BBIN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $6.8B | $886.7B | |
| Dividend Yield | 3.62% | 1.10% | |
| Holdings | 645 | 508 | |
| YTD Return | +11.45% | +13.86% | |
| 1Y Return | +21.73% | +21.57% | |
| 3Y Return (annualized) | +18.39% | +21.48% | |
| 5Y Return (annualized) | +8.95% | +12.88% | |
| Volatility (annualized) | 16.6% | 15.1% | |
| Max Drawdown | -33.4% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 3, 2019 | May 15, 2000 |
BBIN vs IVV Performance
JPMorgan BetaBuilders International Equity ETF (BBIN) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBIN returned +21.73% while IVV returned +21.57%. Year to date, BBIN is up 11.45% versus a gain of 13.86% for IVV.
Over three years, BBIN compounded at +18.39% per year against +21.48% for IVV; over five years the annualized figures are +8.95% and +12.88% respectively. Across the full 7-year window we track, BBIN has the edge at +10.19% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBIN has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.1% for IVV. 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 -33.4% for BBIN and -56.5% for IVV. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBIN charges 0.07% per year while IVV charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, BBIN currently yields 3.62% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BBIN or IVV?
BBIN has an expense ratio of 0.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, BBIN or IVV?
Over the past year BBIN returned +21.73% vs +21.57% for IVV, so BBIN leads on 1-year performance. Over the longest common window we track (7 years), BBIN annualized +10.19% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BBIN or IVV?
BBIN has been the more volatile fund at 16.6% annualized versus 15.1% for IVV. Worst drawdown: BBIN -33.4% vs IVV -56.5%.
Should I hold both BBIN and IVV?
BBIN and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBIN and IVV?
BBIN and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1112 unique securities.
Which pays a higher dividend, BBIN or IVV?
BBIN yields 3.62% while IVV yields 1.10%, so BBIN currently pays the higher dividend yield.
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