BBSC vs VOO

BBSC vs VOO
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Quick Verdict

VOO has a lower expense ratio. BBSC delivered stronger 1-year returns. BBSC offers more diversification with 738 holdings.

Lower Fees: VOOHigher Returns: BBSCMore Diversified: BBSC

Side-by-Side Comparison

MetricBBSCVOOWinner
Expense Ratio0.09%0.03%
AUM$735M$997.4B
Dividend Yield1.01%1.08%
Holdings738509
YTD Return+24.66%+14.27%
1Y Return+33.98%+21.79%
3Y Return (annualized)+19.18%+22.19%
5Y Return (annualized)+9.05%+13.28%
Volatility (annualized)20.8%14.2%
Max Drawdown-31.0%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 16, 2020Sep 7, 2010

BBSC vs VOO Performance

JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) 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 BBSC returned +33.98% while VOO returned +21.79%. Year to date, BBSC is up 24.66% versus a gain of 14.27% for VOO.

Over three years, BBSC compounded at +19.18% per year against +22.19% for VOO; over five years the annualized figures are +9.05% and +13.28% respectively. Across the full 6-year window we track, VOO has the edge at +13.59% annualized vs +12.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBSC has been the more volatile fund, with annualized monthly volatility of 20.8% 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 -31.0% for BBSC 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBSC charges 0.09% per year while VOO charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, BBSC currently yields 1.01% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

BBSC and VOO share 0 holdings out of 1314 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, BBSC or VOO?

BBSC has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, BBSC or VOO?

Over the past year BBSC returned +33.98% vs +21.79% for VOO, so BBSC leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +12.24% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, BBSC or VOO?

BBSC has been the more volatile fund at 20.8% annualized versus 14.2% for VOO. Worst drawdown: BBSC -31.0% vs VOO -34.3%.

Should I hold both BBSC and VOO?

BBSC and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBSC and VOO?

BBSC and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1314 unique securities.

Which pays a higher dividend, BBSC or VOO?

BBSC yields 1.01% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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