BBUS vs VOO
JPMorgan Betabuilders US Equity ETF vs Vanguard S&P 500 ETF
Which is better, BBUS or VOO?
Nearly the same fund. BBUS costs less.
BBUS has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 37.8%.
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 | BBUS | VOO |
|---|---|---|
| Expense Ratio | 0.02%Best | 0.03% |
| AUM | $9.2B | $997.4B |
| Dividend Yield | 1.01% | 1.08% |
| Holdings | 473 | 509 |
| YTD Return | +12.77% | +13.37%Best |
| 1Y Return | +19.20% | +20.08%Best |
| 3Y Return (annualized) | +21.13% | +21.29%Best |
| 5Y Return (annualized) | +12.33% | +12.89%Best |
| Volatility (annualized) | 16.8% | 16.5%Best |
| Max Drawdown | -35.4% | -34.3%Best |
| $10,000 over 5 years | $17,885 | $18,335Best |
| Top 10 Weight | 37.8% | 36.4%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 12, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Mar 13, 2019 to Sep 4, 2026 (7.5 years).
BBUS vs VOO 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 7.5 years both funds cover.
BBUS vs VOO Performance
JPMorgan Betabuilders US Equity ETF (BBUS) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBUS returned +19.20% while VOO returned +20.08%. Year to date, BBUS is up 12.77% versus a gain of 13.37% for VOO.
Over three years, BBUS compounded at +21.13% per year against +21.29% for VOO; over five years the annualized figures are +12.33% and +12.89% respectively. Across the full 8-year window we track, VOO has the edge at +15.60% annualized vs +15.55%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBUS has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 16.5% 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 -35.4% for BBUS and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 VOO 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 1.01% against 1.08% for VOO.
Holdings Overlap
97.0% of BBUS's money is in holdings VOO also owns. 97.7% of VOO's money is in holdings BBUS also owns.
Most of VOO is already inside BBUS. Owning both mostly buys the same companies twice.
415 positions in common, counted across the 469 positions we hold weights for in BBUS and 505 in VOO, against full books of 473 and 509.
What only one of them owns
Our book lists 86 positions for VOO that do not appear in our book for BBUS (2.1% of the fund), and 45 for BBUS that do not appear in VOO (2.7%).
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 BBUS | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.86% | 7.51% | 0.35% |
| AAPLApple, Inc | 6.88% | 6.59% | 0.29% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.56% | 4.30% | 1.26% |
| AMZNAmazon.Com Inc | 4.03% | 3.62% | 0.41% |
| GOOGLAlphabet Inc.Class A | 3.10% | 3.25% | 0.15% |
| AVGOBroadcom Inc | 2.98% | 2.77% | 0.21% |
| GOOGAlphabet Inc. C | 2.49% | 2.59% | 0.10% |
| METAMeta Platform Inc | 1.94% | 1.92% | 0.02% |
| MUMicron Technology, Inc. | 1.48% | 2.02% | 0.54% |
| TSLATesla Motors Inc | 1.39% | 1.84% | 0.45% |
97.7% of VOO is already inside BBUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBUS or VOO?
BBUS has an expense ratio of 0.02% while VOO charges 0.03%. BBUS is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BBUS or VOO?
Over the past year BBUS returned +19.20% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBUS annualized +15.55% vs +15.60% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBUS or VOO?
BBUS has been the more volatile fund at 16.8% annualized versus 16.5% for VOO. Worst drawdown: BBUS -35.4% vs VOO -34.3%.
Should I hold both BBUS and VOO?
BBUS and VOO have a monthly-return correlation of 1.00, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BBUS and VOO?
97.7% of VOO's money is in holdings BBUS also owns. 97.7% of VOO's is in holdings BBUS also owns. They hold 415 positions in common, counted across the 469 positions we hold weights for in BBUS and 505 in VOO.
Which pays a higher dividend, BBUS or VOO?
BBUS yields 1.01% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Is VOO better than BBUS?
BBUS has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 1.00. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.