BBIN vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BBIN offers more diversification with 619 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: BBIN

Side-by-Side Comparison

MetricBBINVOOWinner
Expense Ratio0.07%0.03%
AUM$6.5B$979.0B
Dividend Yield2.87%1.09%
Holdings670509
YTD Return+11.54%+13.72%
1Y Return+21.32%+21.63%
3Y Return (annualized)+17.95%+21.55%
5Y Return (annualized)+9.31%+13.26%
Volatility (annualized)16.8%14.1%
Max Drawdown-33.4%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 3, 2019Sep 7, 2010

BBIN vs VOO Performance

JPMorgan BetaBuilders International Equity ETF (BBIN) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBIN returned +21.32% while VOO returned +21.63%. Year to date, BBIN is up 11.54% versus a gain of 13.72% for VOO.

Over three years, BBIN compounded at +17.95% per year against +21.55% for VOO; over five years the annualized figures are +9.31% and +13.26% respectively. Across the full 7-year window we track, VOO has the edge at +13.56% annualized vs +10.30%. 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 14.1% for VOO. 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 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 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 2.87% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

BBIN and VOO share 4 holdings out of 1120 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBINWeight in VOODifference
EQT0.11%0.05%0.06%
IRM0.09%0.06%0.03%
BG0.06%0.02%0.04%
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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. On a $10,000 investment, that is $4 per year of difference.

Which performed better, BBIN or VOO?

Over the past year BBIN returned +21.32% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BBIN annualized +10.30% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, BBIN or VOO?

BBIN has been the more volatile fund at 16.8% annualized versus 14.1% for VOO. 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBIN and VOO?

BBIN and VOO share 4 common holdings with a 0.1% weight overlap. Combined, they hold 1120 unique securities.

Which pays a higher dividend, BBIN or VOO?

BBIN yields 2.87% while VOO yields 1.09%, so BBIN currently pays the higher dividend yield.

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