BBUS vs VTI
JPMorgan Betabuilders US Equity ETF vs Vanguard Total Stock Market ETF
Quick Verdict
BBUS has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BBUS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.02% | 0.03% | |
| AUM | $8.8B | $663.5B | |
| Dividend Yield | 1.09% | 1.07% | |
| Holdings | 499 | 3,543 | |
| YTD Return | +13.18% | +14.22% | |
| 1Y Return | +20.87% | +22.19% | |
| 3Y Return (annualized) | +21.48% | +21.27% | |
| 5Y Return (annualized) | +12.70% | +12.23% | |
| Volatility (annualized) | 16.9% | 15.3% | |
| Max Drawdown | -35.4% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 2019 | May 24, 2001 |
BBUS vs VTI Performance
JPMorgan Betabuilders US Equity ETF (BBUS) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BBUS returned +20.87% while VTI returned +22.19%. Year to date, BBUS is up 13.18% versus a gain of 14.22% for VTI.
Over three years, BBUS compounded at +21.48% per year against +21.27% for VTI; over five years the annualized figures are +12.70% and +12.23% respectively. Across the full 7-year window we track, BBUS has the edge at +15.75% annualized vs +8.14%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 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 1.09% against 1.07% for VTI.
Holdings Overlap
BBUS and VTI share 454 holdings out of 2820 unique holdings combined, representing a 83.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
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. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBUS or VTI?
Over the past year BBUS returned +20.87% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), BBUS annualized +15.75% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BBUS or VTI?
BBUS has been the more volatile fund at 16.9% annualized versus 15.3% for VTI. Worst drawdown: BBUS -35.4% vs VTI -56.6%.
Should I hold both BBUS and VTI?
BBUS and VTI 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 VTI?
BBUS and VTI share 454 common holdings with a 83.0% weight overlap. Combined, they hold 2820 unique securities.
Which pays a higher dividend, BBUS or VTI?
BBUS yields 1.09% while VTI yields 1.07%, so BBUS currently pays the higher dividend yield.
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