BBSC vs VXUS

BBSC vs VXUS

Which is better, BBSC or VXUS?

Small Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. BBSC led over the full window, VXUS over 1Y, 3Y and 5Y.

Lower Fees: VXUSHigher Returns: split

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

MetricBBSCVXUS
Expense Ratio0.09%0.05%Best
AUM$746M$158.1B
Dividend Yield1.01%2.59%
Holdings8588,747
YTD Return+20.43%Best+16.15%
1Y Return+25.06%+27.58%Best
3Y Return (annualized)+18.17%+20.48%Best
5Y Return (annualized)+7.56%+9.09%Best
Volatility (annualized)20.6%14.3%Best
Max Drawdown-31.0%-29.4%Best
$10,000 over 5 years$14,396$15,450Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionNov 16, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 17, 2020 to Sep 4, 2026 (5.8 years).

BBSC 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 5.8 years both funds cover.

BBSC vs VXUS Performance

JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) 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 BBSC returned +25.06% while VXUS returned +27.58%. Year to date, BBSC is up 20.43% versus a gain of 16.15% for VXUS.

Over three years, BBSC compounded at +18.17% per year against +20.48% for VXUS; over five years the annualized figures are +7.56% and +9.09% respectively. Across the full 6-year window we track, BBSC has the edge at +11.45% annualized vs +10.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBSC has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 14.3% for VXUS. 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 -29.4% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBSC charges 0.09% per year while VXUS charges 0.05%. On a $10,000 position that is $9 vs $5 annually, a gap of $4 per year that compounds over a long holding period. On income, BBSC currently yields 1.01% against 2.59% for VXUS.

Holdings Overlap

BBSC already in VXUS1.1%

At least 1.1% of BBSC's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

BBSC and VXUS share little of their money.

10 positions in common, counted across the 851 positions we hold weights for in BBSC and 8,092 in VXUS, against full books of 858 and 8,747.

Top Shared Holdings

StockWeight in BBSCWeight in VXUSDifference
ABG:AUAbacus Group0.14%0.02%0.12%
SIGSigma Healthcare Ltd0.14%0.02%0.12%
CCCSCcc Intelligent Solutions Hold0.15%0.01%0.14%
BILLBill.Com Holdings, Inc. Common Stock0.14%0.00%0.14%
MTX:SGMinerals Technologies Inc0.08%0.05%0.03%
FBK:MIFb Financial Corporation Common Stock0.10%0.03%0.07%
SMGScotts Miracle-Gro Company0.11%0.00%0.11%
LUNRLunr Royalties Prvt0.07%0.00%0.07%
CASHProsegur Cash Sa0.07%0.00%0.07%
SCLShawcor, Ltd.0.05%0.00%0.05%

You are not choosing between two funds in isolation.

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

BBSCVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBSC or VXUS?

BBSC has an expense ratio of 0.09% while VXUS charges 0.05%. VXUS is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, BBSC or VXUS?

Over the past year BBSC returned +25.06% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +11.45% vs +10.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBSC or VXUS?

BBSC has been the more volatile fund at 20.6% annualized versus 14.3% for VXUS. Worst drawdown: BBSC -31.0% vs VXUS -29.4%.

Should I hold both BBSC and VXUS?

BBSC and VXUS have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BBSC and VXUS?

At least 1.1% of BBSC's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 851 positions we hold weights for in BBSC and 8,092 in VXUS.

Which pays a higher dividend, BBSC or VXUS?

BBSC yields 1.01% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than BBSC?

VXUS has a lower expense ratio. BBSC led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.