BBIN vs SPY
JPMorgan BetaBuilders International Equity ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
BBIN has a lower expense ratio. SPY delivered stronger 1-year returns. BBIN offers more diversification with 619 holdings.
Side-by-Side Comparison
| Metric | BBIN | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.09% | |
| AUM | $6.5B | $789.1B | |
| Dividend Yield | 2.87% | 1.01% | |
| Holdings | 670 | 505 | |
| YTD Return | +11.54% | +13.68% | |
| 1Y Return | +21.32% | +21.53% | |
| 3Y Return (annualized) | +17.95% | +21.44% | |
| 5Y Return (annualized) | +9.31% | +13.18% | |
| Volatility (annualized) | 16.8% | 15.3% | |
| Max Drawdown | -33.4% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 3, 2019 | Jan 22, 1993 |
BBIN vs SPY Performance
JPMorgan BetaBuilders International Equity ETF (BBIN) is a ETF from J.P. Morgan Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BBIN returned +21.32% while SPY returned +21.53%. Year to date, BBIN is up 11.54% versus a gain of 13.68% for SPY.
Over three years, BBIN compounded at +17.95% per year against +21.44% for SPY; over five years the annualized figures are +9.31% and +13.18% respectively. Across the full 7-year window we track, BBIN has the edge at +10.30% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBIN has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $7 vs $9 annually, a gap of $2 per year that compounds over a long holding period. On income, BBIN currently yields 2.87% against 1.01% for SPY.
Holdings Overlap
BBIN and SPY share 4 holdings out of 1118 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBIN or SPY?
BBIN has an expense ratio of 0.07% while SPY charges 0.09%. BBIN is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, BBIN or SPY?
Over the past year BBIN returned +21.32% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (7 years), BBIN annualized +10.30% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, BBIN or SPY?
BBIN has been the more volatile fund at 16.8% annualized versus 15.3% for SPY. Worst drawdown: BBIN -33.4% vs SPY -56.5%.
Should I hold both BBIN and SPY?
BBIN and SPY 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 SPY?
BBIN and SPY share 4 common holdings with a 0.1% weight overlap. Combined, they hold 1118 unique securities.
Which pays a higher dividend, BBIN or SPY?
BBIN yields 2.87% while SPY yields 1.01%, so BBIN currently pays the higher dividend yield.
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