BBUS vs VTI
JPMorgan Betabuilders US Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BBUS or VTI?
Nearly the same fund. BBUS costs less.
BBUS has a lower expense ratio. BBUS led over 3Y, 5Y and the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 1.00. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.4%.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.02%Best | 0.03% |
| AUM | $9.1B | $666.9B |
| Dividend Yield | 0.99% | 1.03% |
| Holdings | 473 | 3,543 |
| YTD Return | +11.64% | +11.95%Best |
| 1Y Return | +14.66% | +15.05%Best |
| 3Y Return (annualized) | +22.62%Best | +22.32% |
| 5Y Return (annualized) | +13.17%Best | +12.50% |
| Volatility (annualized) | 16.8%Best | 16.9% |
| Max Drawdown | -35.4% | -35.0%Best |
| $10,000 over 5 years | $18,563Best | $18,020 |
| Top 10 Weight | 37.4% | 33.3%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 12, 2019 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Mar 13, 2019 to Sep 30, 2026 (7.6 years).
BBUS vs VTI 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 7.6 years both funds cover.
BBUS vs VTI Performance
JPMorgan Betabuilders US Equity ETF (BBUS) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BBUS returned +14.66% while VTI returned +15.05%. Year to date, BBUS is up 11.64% versus a gain of 11.95% for VTI.
Over three years, BBUS compounded at +22.62% per year against +22.32% for VTI; over five years the annualized figures are +13.17% and +12.50% respectively. Across the full 8-year window we track, BBUS has the edge at +15.24% annualized vs +14.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 16.8% for BBUS. 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 -35.0% for VTI. 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 VTI 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 0.99% against 1.03% for VTI.
Holdings Overlap
98.3% of BBUS's money is in holdings VTI also owns. 87.9% of VTI's money is in holdings BBUS also owns.
Most of BBUS is already inside VTI. Owning both mostly buys the same companies twice.
447 positions in common, counted across the 462 positions we hold weights for in BBUS and 3,463 in VTI, against full books of 473 and 3,543.
What only one of them owns
Our book lists 712 positions for VTI that do not appear in our book for BBUS (9.9% of the fund), and 9 for BBUS that do not appear in VTI (1.0%).
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 VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.81% | 6.40% | 1.41% |
| AAPLApple, Inc | 7.01% | 6.29% | 0.72% |
| MSFTMicrosoft Corp | 5.69% | 4.79% | 0.90% |
| AMZNAmazon.Com Inc | 3.85% | 3.65% | 0.20% |
| GOOGLAlphabet Inc,class A | 3.00% | 2.90% | 0.10% |
| AVGOBroadcom Inc | 2.60% | 2.56% | 0.04% |
| GOOGAlphabet Inc | 2.38% | 2.31% | 0.07% |
| METAMeta Platforms Inc | 1.89% | 1.70% | 0.19% |
| MUMicron Technology, Inc. | 1.63% | 1.29% | 0.34% |
| TSLATesla Inc | 1.56% | 1.22% | 0.34% |
98.3% of BBUS is already inside VTI.
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 VTI?
BBUS has an expense ratio of 0.02% while VTI charges 0.03%. BBUS is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BBUS or VTI?
Over the past year BBUS returned +14.66% vs +15.05% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), BBUS annualized +15.24% vs +14.59% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBUS or VTI?
VTI has been the more volatile fund at 16.9% annualized versus 16.8% for BBUS. Worst drawdown: BBUS -35.4% vs VTI -35.0%.
Should I hold both BBUS and VTI?
BBUS and VTI 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 VTI?
98.3% of BBUS's money is in holdings VTI also owns. 87.9% of VTI's is in holdings BBUS also owns. They hold 447 positions in common, counted across the 462 positions we hold weights for in BBUS and 3,463 in VTI.
Which pays a higher dividend, BBUS or VTI?
BBUS yields 0.99% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than BBUS?
BBUS has a lower expense ratio. BBUS led over 3Y, 5Y and the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 1.00. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.