BBSC vs VYM
JPMorgan BetaBuilders US Small Cap Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, BBSC or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BBSC led over 1Y, VYM over 3Y, 5Y and the full window. BBSC is less concentrated, with 4.7% of the fund in its ten largest positions against 25.9%.
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 | BBSC | VYM |
|---|---|---|
| Expense Ratio | 0.09% | 0.04%Best |
| AUM | $746M | $81.6B |
| Dividend Yield | 1.01% | 2.24% |
| Holdings | 858 | 613 |
| YTD Return | +20.43%Best | +14.82% |
| 1Y Return | +25.06%Best | +20.84% |
| 3Y Return (annualized) | +18.17% | +18.64%Best |
| 5Y Return (annualized) | +7.56% | +12.28%Best |
| Volatility (annualized) | 20.6% | 13.2%Best |
| Max Drawdown | -31.0% | -15.8%Best |
| $10,000 over 5 years | $14,396 | $17,845Best |
| Top 10 Weight | 4.7%Best | 25.9% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Nov 16, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 17, 2020 to Sep 4, 2026 (5.8 years).
BBSC 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 5.8 years both funds cover.
BBSC vs VYM Performance
JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) 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 BBSC returned +25.06% while VYM returned +20.84%. Year to date, BBSC is up 20.43% versus a gain of 14.82% for VYM.
Over three years, BBSC compounded at +18.17% per year against +18.64% for VYM; over five years the annualized figures are +7.56% and +12.28% respectively. Across the full 6-year window we track, VYM has the edge at +14.26% annualized vs +11.45%.
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 13.2% 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 -15.8% 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 0.77. 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
23.3% of BBSC's money is in holdings VYM also owns. 2.6% of VYM's money is in holdings BBSC also owns.
BBSC and VYM share little of their money.
194 positions in common, counted across the 851 positions we hold weights for in BBSC and 603 in VYM, against full books of 858 and 613.
What only one of them owns
Our book lists 385 positions for VYM that do not appear in our book for BBSC (94.9% of the fund), and 630 for BBSC that do not appear in VYM (74.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BBSC | Weight in VYM | Difference |
|---|---|---|---|
| TEXTerex Corp | 0.29% | 0.03% | 0.26% |
| SMSm Energy Co | 0.26% | 0.03% | 0.23% |
| MMacy'S Inc. | 0.23% | 0.03% | 0.20% |
| PBFPbf Energy Inc | 0.23% | 0.02% | 0.21% |
| SIGISelective Insurance Group Inc | 0.22% | 0.02% | 0.20% |
| AROCArchrock, Inc. | 0.21% | 0.03% | 0.18% |
| FBINFortune Brands Innovations Inc | 0.21% | 0.03% | 0.18% |
| HRBH&R Block, Inc. | 0.22% | 0.02% | 0.20% |
| SAICScience Applications International Corp | 0.21% | 0.02% | 0.19% |
| SXTSensient Technologies Corp | 0.21% | 0.02% | 0.19% |
23.3% of BBSC is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $5 a year on a $10,000 investment.
Which performed better, BBSC or VYM?
Over the past year BBSC returned +25.06% vs +20.84% for VYM, so BBSC leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +11.45% vs +14.26% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBSC or VYM?
BBSC has been the more volatile fund at 20.6% annualized versus 13.2% for VYM. Worst drawdown: BBSC -31.0% vs VYM -15.8%.
Should I hold both BBSC and VYM?
BBSC and VYM have a monthly-return correlation of 0.77, 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 VYM?
23.3% of BBSC's money is in holdings VYM also owns. 2.6% of VYM's is in holdings BBSC also owns. They hold 194 positions in common, counted across the 851 positions we hold weights for in BBSC and 603 in VYM.
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.
Is VYM better than BBSC?
VYM has a lower expense ratio. BBSC led over 1Y, VYM over 3Y, 5Y and the full window. BBSC is less concentrated, with 4.7% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.