BBSB vs VXUS

BBSB vs VXUS

Which is better, BBSB or VXUS?

Short Term High Quality against Large Cap Blend.

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

Lower Fees: BBSBHigher Returns: VXUS

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

MetricBBSBVXUS
Expense Ratio0.04%Best0.05%
AUM$55M$158.1B
Dividend Yield3.78%2.51%
Holdings938,747
YTD Return-1.05%+12.82%Best
1Y Return+0.06%+19.86%Best
3Y Return (annualized)+3.56%+19.33%Best
5Y Return (annualized)-+9.46%
Volatility (annualized)1.7%Best12.4%
Max Drawdown-1.8%Best-13.6%
$10,000 over 3.4 years$11,086$16,911Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High QualityLarge Cap Blend
InceptionApr 19, 2023Jan 26, 2011

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 18, 2026 (3.4 years).

BBSB vs VXUS 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 VXUS Performance

JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF (BBSB) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BBSB returned +0.06% while VXUS returned +19.86%. Year to date, BBSB is down 1.05% versus a gain of 12.82% for VXUS.

Over three years, BBSB compounded at +3.56% per year against +19.33% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.4% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BBSB charges 0.04% per year while VXUS charges 0.05%. On a $10,000 position that is $4 vs $5 annually, a gap of $1 per year that compounds over a long holding period. On income, BBSB currently yields 3.78% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 69 holdings in BBSB and 8,082 in VXUS, totalling 75.6% and 88.8% 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 8,082 in VXUS, against full books of 93 and 8,747.

You are not choosing between two funds in isolation.

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

BBSBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBSB or VXUS?

BBSB has an expense ratio of 0.04% while VXUS charges 0.05%. BBSB is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, BBSB or VXUS?

Over the past year BBSB returned +0.06% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBSB or VXUS?

VXUS has been the more volatile fund at 12.4% annualized versus 1.7% for BBSB. Worst drawdown: BBSB -1.8% vs VXUS -13.6%.

Should I hold both BBSB and VXUS?

BBSB and VXUS have a monthly-return correlation of 0.44, 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 VXUS?

BBSB yields 3.78% while VXUS yields 2.51%, so BBSB currently pays the higher dividend yield.

Is VXUS better than BBSB?

BBSB has a lower expense ratio. VXUS 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.