BBSB vs VYM
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF vs Vanguard High Dividend Yield ETF
Which is better, BBSB or VYM?
Short Term High Quality against Large Cap Value.
VYM led over 1Y, 3Y and the full window.
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
| Metric | BBSB | VYM |
|---|---|---|
| Expense Ratio | 0.04%Tie | 0.04%Tie |
| AUM | $55M | $81.6B |
| Dividend Yield | 3.78% | 2.22% |
| Holdings | 93 | 613 |
| YTD Return | -0.91% | +12.29%Best |
| 1Y Return | +0.17% | +16.61%Best |
| 3Y Return (annualized) | +3.59% | +17.42%Best |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 1.7%Best | 11.5% |
| Max Drawdown | -1.8%Best | -14.5% |
| $10,000 over 3.4 years | $11,105 | $16,423Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term High Quality | Large Cap Value |
| Inception | Apr 19, 2023 | Nov 10, 2006 |
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 VYM 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 VYM Performance
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF (BBSB) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBSB returned +0.17% while VYM returned +16.61%. Year to date, BBSB is down 0.91% versus a gain of 12.29% for VYM.
Over three years, BBSB compounded at +3.59% per year against +17.42% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.5% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBSB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, BBSB currently yields 3.78% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 69 holdings in BBSB and 557 in VYM, totalling 75.6% and 99.2% 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 557 in VYM, against full books of 93 and 613.
You are not choosing between two funds in isolation.
Whichever of BBSB and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBSB or VYM?
BBSB has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.
Which performed better, BBSB or VYM?
Over the past year BBSB returned +0.17% vs +16.61% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBSB or VYM?
VYM has been the more volatile fund at 11.5% annualized versus 1.7% for BBSB. Worst drawdown: BBSB -1.8% vs VYM -14.5%.
Should I hold both BBSB and VYM?
BBSB and VYM have a monthly-return correlation of 0.33, 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 VYM?
BBSB yields 3.78% while VYM yields 2.22%, so BBSB currently pays the higher dividend yield.
Is VYM better than BBSB?
VYM 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.