BBSB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBBSBVOOWinner
Expense Ratio0.04%0.03%
AUM$55M$979.0B
Dividend Yield3.95%1.09%
Holdings93509
YTD Return-0.29%+13.79%
1Y Return+1.53%+23.01%
3Y Return (annualized)+3.86%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)1.6%14.1%
Max Drawdown-1.6%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 19, 2023Sep 7, 2010

BBSB vs VOO Performance

JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF (BBSB) 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 BBSB returned +1.53% while VOO returned +23.01%. Year to date, BBSB is down 0.29% versus a gain of 13.79% for VOO.

Over three years, BBSB compounded at +3.86% per year against +21.78% for VOO. Across the full 3-year window we track, VOO has the edge at +13.57% annualized vs +3.42%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.6% for BBSB. 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 -1.6% for BBSB 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBSB charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BBSB currently yields 3.95% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BBSB and VOO share 0 holdings out of 582 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, BBSB or VOO?

BBSB has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, BBSB or VOO?

Over the past year BBSB returned +1.53% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BBSB annualized +3.42% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, BBSB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 1.6% for BBSB. Worst drawdown: BBSB -1.6% vs VOO -34.3%.

Should I hold both BBSB and VOO?

BBSB and VOO have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBSB and VOO?

BBSB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 582 unique securities.

Which pays a higher dividend, BBSB or VOO?

BBSB yields 3.95% while VOO yields 1.09%, so BBSB currently pays the higher dividend yield.

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