BBSB vs VOO

BBSB vs VOO

Which is better, BBSB or VOO?

Short Term High Quality against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBBSBVOO
Expense Ratio0.04%0.03%Best
AUM$55M$997.4B
Dividend Yield3.78%1.04%
Holdings93509
YTD Return-0.91%+12.25%Best
1Y Return+0.17%+17.03%Best
3Y Return (annualized)+3.59%+21.25%Best
5Y Return (annualized)-+13.08%
Volatility (annualized)1.7%Best12.6%
Max Drawdown-1.8%Best-18.7%
$10,000 over 3.4 years$11,105$19,303Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High QualityLarge Cap Blend
InceptionApr 19, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 20, 2023 to Sep 17, 2026 (3.4 years).

BBSB 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 3.4 years both funds cover.

BBSB vs VOO Performance

JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF (BBSB) 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 BBSB returned +0.17% while VOO returned +17.03%. Year to date, BBSB is down 0.91% versus a gain of 12.25% for VOO.

Over three years, BBSB compounded at +3.59% per year against +21.25% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 1.7% 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 -1.8% for BBSB and -18.7% 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 0.17. They move largely independently of each other.

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 3.78% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 69 holdings in BBSB and 494 in VOO, totalling 75.6% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 69 positions we hold weights for in BBSB and 494 in VOO, against full books of 93 and 509.

You are not choosing between two funds in isolation.

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

BBSBVOO

Free for up to 10 holdings. No account needed.

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, by $1 a year on a $10,000 investment.

Which performed better, BBSB or VOO?

Over the past year BBSB returned +0.17% vs +17.03% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBSB or VOO?

VOO has been the more volatile fund at 12.6% annualized versus 1.7% for BBSB. Worst drawdown: BBSB -1.8% vs VOO -18.7%.

Should I hold both BBSB and VOO?

BBSB and VOO have a monthly-return correlation of 0.17, 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, BBSB or VOO?

BBSB yields 3.78% while VOO yields 1.04%, so BBSB currently pays the higher dividend yield.

Is VOO better than BBSB?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.