BBSC vs VYM
JPMorgan BetaBuilders US Small Cap Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BBSC delivered stronger 1-year returns. BBSC offers more diversification with 738 holdings.
Side-by-Side Comparison
| Metric | BBSC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.04% | |
| AUM | $735M | $81.6B | |
| Dividend Yield | 1.01% | 2.24% | |
| Holdings | 738 | 616 | |
| YTD Return | +24.66% | +16.42% | |
| 1Y Return | +33.98% | +24.22% | |
| 3Y Return (annualized) | +19.18% | +19.03% | |
| 5Y Return (annualized) | +9.05% | +12.21% | |
| Volatility (annualized) | 20.8% | 14.6% | |
| Max Drawdown | -31.0% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2020 | Nov 10, 2006 |
BBSC vs VYM Performance
JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBSC returned +33.98% while VYM returned +24.22%. Year to date, BBSC is up 24.66% versus a gain of 16.42% for VYM.
Over three years, BBSC compounded at +19.18% per year against +19.03% for VYM; over five years the annualized figures are +9.05% and +12.21% respectively. Across the full 6-year window we track, BBSC has the edge at +12.24% annualized vs +7.10%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBSC charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, BBSC currently yields 1.01% against 2.24% for VYM.
Holdings Overlap
BBSC and VYM share 188 holdings out of 1224 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBSC or VYM?
BBSC has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, BBSC or VYM?
Over the past year BBSC returned +33.98% vs +24.22% for VYM, so BBSC leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +12.24% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BBSC or VYM?
BBSC has been the more volatile fund at 20.8% annualized versus 14.6% for VYM. Worst drawdown: BBSC -31.0% vs VYM -58.8%.
Should I hold both BBSC and VYM?
BBSC and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBSC and VYM?
BBSC and VYM share 188 common holdings with a 2.5% weight overlap. Combined, they hold 1224 unique securities.
Which pays a higher dividend, BBSC or VYM?
BBSC yields 1.01% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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