BBJP vs VOO

BBJP vs VOO
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Quick Verdict

VOO has a lower expense ratio. BBJP delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: BBJPMore Diversified: VOO

Side-by-Side Comparison

MetricBBJPVOOWinner
Expense Ratio0.19%0.03%
AUM$19.6B$997.4B
Dividend Yield4.75%1.08%
Holdings184509
YTD Return+19.32%+14.27%
1Y Return+28.30%+21.79%
3Y Return (annualized)+20.83%+22.19%
5Y Return (annualized)+10.14%+13.28%
Volatility (annualized)14.8%14.2%
Max Drawdown-32.7%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 15, 2018Sep 7, 2010

BBJP vs VOO Performance

JPMorgan BetaBuilders Japan ETF (BBJP) 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 BBJP returned +28.30% while VOO returned +21.79%. Year to date, BBJP is up 19.32% versus a gain of 14.27% for VOO.

Over three years, BBJP compounded at +20.83% per year against +22.19% for VOO; over five years the annualized figures are +10.14% and +13.28% respectively. Across the full 8-year window we track, VOO has the edge at +13.59% annualized vs +8.53%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBJP has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.2% 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 -32.7% for BBJP 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBJP charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BBJP currently yields 4.75% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

BBJP and VOO share 0 holdings out of 678 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BBJP or VOO?

BBJP has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, BBJP or VOO?

Over the past year BBJP returned +28.30% vs +21.79% for VOO, so BBJP leads on 1-year performance. Over the longest common window we track (8 years), BBJP annualized +8.53% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, BBJP or VOO?

BBJP has been the more volatile fund at 14.8% annualized versus 14.2% for VOO. Worst drawdown: BBJP -32.7% vs VOO -34.3%.

Should I hold both BBJP and VOO?

BBJP and VOO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBJP and VOO?

BBJP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 678 unique securities.

Which pays a higher dividend, BBJP or VOO?

BBJP yields 4.75% while VOO yields 1.08%, so BBJP currently pays the higher dividend yield.

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