BBUS vs VOO

Quick Verdict

BBUS has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: BBUSHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBBUSVOOWinner
Expense Ratio0.02%0.03%
AUM$8.8B$979.0B
Dividend Yield1.09%1.09%
Holdings499509
YTD Return+13.92%+14.48%
1Y Return+21.29%+22.02%
3Y Return (annualized)+21.72%+21.80%
5Y Return (annualized)+12.80%+13.36%
Volatility (annualized)16.9%14.2%
Max Drawdown-35.4%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMar 12, 2019Sep 7, 2010

BBUS vs VOO Performance

JPMorgan Betabuilders US Equity ETF (BBUS) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBUS returned +21.29% while VOO returned +22.02%. Year to date, BBUS is up 13.92% versus a gain of 14.48% for VOO.

Over three years, BBUS compounded at +21.72% per year against +21.80% for VOO; over five years the annualized figures are +12.80% and +13.36% respectively. Across the full 7-year window we track, BBUS has the edge at +15.85% annualized vs +13.61%. 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 14.2% 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 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 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 1.09% against 1.09% for VOO.

Holdings Overlap

90.8%overlap

BBUS and VOO share 425 holdings out of 571 unique holdings combined, representing a 90.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in BBUSWeight in VOODifference
NVDA7.50%7.51%0.01%
AAPL6.55%6.59%0.04%
MSFT4.95%4.30%0.65%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
MUProProPro
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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. On a $10,000 investment, that is $1 per year of difference.

Which performed better, BBUS or VOO?

Over the past year BBUS returned +21.29% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BBUS annualized +15.85% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, BBUS or VOO?

BBUS has been the more volatile fund at 16.9% annualized versus 14.2% 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. 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 VOO?

BBUS and VOO share 425 common holdings with a 90.8% weight overlap. Combined, they hold 571 unique securities.

Which pays a higher dividend, BBUS or VOO?

BBUS yields 1.09% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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