BBIN vs VOO

BBIN vs VOO

Which is better, BBIN or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. BBIN is less concentrated, with 13.9% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: BBIN

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

MetricBBINVOO
Expense Ratio0.07%0.03%Best
AUM$6.7B$997.4B
Dividend Yield3.56%1.04%
Holdings645509
YTD Return+7.28%+13.21%Best
1Y Return+14.97%+17.37%Best
3Y Return (annualized)+17.56%+22.66%Best
5Y Return (annualized)+8.59%+13.14%Best
Volatility (annualized)16.7%Best16.9%
Max Drawdown-33.4%Best-34.3%
$10,000 over 5 years$15,099$18,539Best
Top 10 Weight13.9%Best37.6%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 3, 2019Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Dec 5, 2019 to Sep 24, 2026 (6.8 years).

BBIN 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 6.8 years both funds cover.

BBIN vs VOO Performance

JPMorgan BetaBuilders International Equity ETF (BBIN) 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 BBIN returned +14.97% while VOO returned +17.37%. Year to date, BBIN is up 7.28% versus a gain of 13.21% for VOO.

Over three years, BBIN compounded at +17.56% per year against +22.66% for VOO; over five years the annualized figures are +8.59% and +13.14% respectively. Across the full 7-year window we track, VOO has the edge at +15.50% annualized vs +9.49%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 16.7% for BBIN. 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 -34.3% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBIN charges 0.07% per year while VOO 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 3.56% against 1.04% for VOO.

Holdings Overlap

BBIN already in VOO0.2%
VOO already in BBIN0.1%

0.2% of BBIN's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings BBIN also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 600 positions we hold weights for in BBIN and 494 in VOO, against full books of 645 and 509.

What only one of them owns

Our book lists 485 positions for VOO that do not appear in our book for BBIN (99.1% of the fund), and 18 for BBIN that do not appear in VOO (5.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BBINWeight in VOODifference
EQTEQT Corp.0.11%0.05%0.06%
BGBunge Global Sa Common Shares0.07%0.02%0.05%

You are not choosing between two funds in isolation.

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

BBINVOO

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Frequently Asked Questions

Which is cheaper, BBIN or VOO?

BBIN has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, BBIN or VOO?

Over the past year BBIN returned +14.97% vs +17.37% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BBIN annualized +9.49% vs +15.50% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBIN or VOO?

VOO has been the more volatile fund at 16.9% annualized versus 16.7% for BBIN. Worst drawdown: BBIN -33.4% vs VOO -34.3%.

Should I hold both BBIN and VOO?

BBIN and VOO have a monthly-return correlation of 0.83, 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, BBIN or VOO?

BBIN yields 3.56% while VOO yields 1.04%, so BBIN currently pays the higher dividend yield.

Is VOO better than BBIN?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. BBIN is less concentrated, with 13.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.