BBUS vs IVV
JPMorgan Betabuilders US Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
BBUS has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BBUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.02% | 0.03% | |
| AUM | $8.8B | $865.2B | |
| Dividend Yield | 1.09% | 1.09% | |
| Holdings | 499 | 508 | |
| YTD Return | +13.18% | +13.72% | |
| 1Y Return | +20.87% | +21.64% | |
| 3Y Return (annualized) | +21.48% | +21.55% | |
| 5Y Return (annualized) | +12.70% | +13.27% | |
| Volatility (annualized) | 16.9% | 15.1% | |
| Max Drawdown | -35.4% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 2019 | May 15, 2000 |
BBUS vs IVV Performance
JPMorgan Betabuilders US Equity ETF (BBUS) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBUS returned +20.87% while IVV returned +21.64%. Year to date, BBUS is up 13.18% versus a gain of 13.72% for IVV.
Over three years, BBUS compounded at +21.48% per year against +21.55% for IVV; over five years the annualized figures are +12.70% and +13.27% respectively. Across the full 7-year window we track, BBUS has the edge at +15.75% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBUS has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.1% for IVV. 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 -35.4% for BBUS and -56.5% for IVV. 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BBUS charges 0.02% per year while IVV charges 0.03%. On a $10,000 position that is $2 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BBUS currently yields 1.09% against 1.09% for IVV.
Holdings Overlap
BBUS and IVV share 421 holdings out of 575 unique holdings combined, representing a 90.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, BBUS or IVV?
BBUS has an expense ratio of 0.02% while IVV charges 0.03%. BBUS is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBUS or IVV?
Over the past year BBUS returned +20.87% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), BBUS annualized +15.75% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BBUS or IVV?
BBUS has been the more volatile fund at 16.9% annualized versus 15.1% for IVV. Worst drawdown: BBUS -35.4% vs IVV -56.5%.
Should I hold both BBUS and IVV?
BBUS and IVV have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BBUS and IVV?
BBUS and IVV share 421 common holdings with a 90.6% weight overlap. Combined, they hold 575 unique securities.
Which pays a higher dividend, BBUS or IVV?
BBUS yields 1.09% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.