BBUS vs VYM
JPMorgan Betabuilders US Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, BBUS or VYM?
Large Cap Blend against Large Cap Value.
BBUS has a lower expense ratio. BBUS led over 3Y, 5Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.02%Best | 0.04% |
| AUM | $9.2B | $81.6B |
| Dividend Yield | 1.01% | 2.24% |
| Holdings | 473 | 613 |
| YTD Return | +12.77% | +14.82%Best |
| 1Y Return | +19.20% | +20.84%Best |
| 3Y Return (annualized) | +21.13%Best | +18.64% |
| 5Y Return (annualized) | +12.33%Best | +12.28% |
| Volatility (annualized) | 16.8% | 15.2%Best |
| Max Drawdown | -35.4%Best | -35.7% |
| $10,000 over 5 years | $17,885Best | $17,845 |
| Top 10 Weight | 37.8% | 25.9%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 12, 2019 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Mar 13, 2019 to Sep 4, 2026 (7.5 years).
BBUS vs VYM 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 VYM Performance
JPMorgan Betabuilders US Equity ETF (BBUS) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBUS returned +19.20% while VYM returned +20.84%. Year to date, BBUS is up 12.77% versus a gain of 14.82% for VYM.
Over three years, BBUS compounded at +21.13% per year against +18.64% for VYM; over five years the annualized figures are +12.33% and +12.28% respectively. Across the full 8-year window we track, BBUS has the edge at +15.55% annualized vs +11.38%.
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 15.2% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBUS charges 0.02% per year while VYM charges 0.04%. On a $10,000 position that is $2 vs $4 annually, a gap of $2 per year that compounds over a long holding period. On income, BBUS currently yields 1.01% against 2.24% for VYM.
Holdings Overlap
32.5% of BBUS's money is in holdings VYM also owns. 86.2% of VYM's money is in holdings BBUS also owns.
Most of VYM is already inside BBUS. Owning both mostly buys the same companies twice.
211 positions in common, counted across the 469 positions we hold weights for in BBUS and 603 in VYM, against full books of 473 and 613.
What only one of them owns
Our book lists 359 positions for VYM that do not appear in our book for BBUS (11.2% of the fund), and 245 for BBUS that do not appear in VYM (66.9%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.98% | 7.29% | 4.31% |
| JPMJpmorgan Chase | 1.44% | 3.38% | 1.94% |
| JNJJohnson & Johnson - Common | 0.93% | 2.54% | 1.61% |
| XOMExxon Mobil Corp. | 0.95% | 2.36% | 1.41% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.72% | 1.93% | 1.21% |
| CATCaterpillar, Inc. | 0.58% | 2.01% | 1.43% |
| ABBVAbbvie Inc. | 0.65% | 1.85% | 1.20% |
| BACBank of America Corp.: Financials | 0.62% | 1.56% | 0.94% |
| UNHUnitedhealth Group Incorporated | 0.55% | 1.56% | 1.01% |
| HDHome Depot Inc/The | 0.53% | 1.46% | 0.93% |
86.2% of VYM 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 VYM?
BBUS has an expense ratio of 0.02% while VYM charges 0.04%. BBUS is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, BBUS or VYM?
Over the past year BBUS returned +19.20% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BBUS annualized +15.55% vs +11.38% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBUS or VYM?
BBUS has been the more volatile fund at 16.8% annualized versus 15.2% for VYM. Worst drawdown: BBUS -35.4% vs VYM -35.7%.
Should I hold both BBUS and VYM?
BBUS and VYM have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBUS and VYM?
86.2% of VYM's money is in holdings BBUS also owns. 86.2% of VYM's is in holdings BBUS also owns. They hold 211 positions in common, counted across the 469 positions we hold weights for in BBUS and 603 in VYM.
Which pays a higher dividend, BBUS or VYM?
BBUS yields 1.01% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than BBUS?
BBUS has a lower expense ratio. BBUS led over 3Y, 5Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% 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.