BBUS vs VYM
JPMorgan Betabuilders US Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
BBUS has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BBUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.02% | 0.04% | |
| AUM | $8.8B | $79.0B | |
| Dividend Yield | 1.09% | 2.86% | |
| Holdings | 499 | 568 | |
| YTD Return | +13.92% | +16.78% | |
| 1Y Return | +21.29% | +24.43% | |
| 3Y Return (annualized) | +21.72% | +18.60% | |
| 5Y Return (annualized) | +12.80% | +12.30% | |
| Volatility (annualized) | 16.9% | 14.6% | |
| Max Drawdown | -35.4% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 12, 2019 | Nov 10, 2006 |
BBUS vs VYM Performance
JPMorgan Betabuilders US Equity ETF (BBUS) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBUS returned +21.29% while VYM returned +24.43%. Year to date, BBUS is up 13.92% versus a gain of 16.78% for VYM.
Over three years, BBUS compounded at +21.72% per year against +18.60% for VYM; over five years the annualized figures are +12.80% and +12.30% respectively. Across the full 7-year window we track, BBUS has the edge at +15.85% annualized vs +7.11%. 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 14.6% 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 -58.8% for VYM. 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 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 1.09% against 2.86% for VYM.
Holdings Overlap
BBUS and VYM share 208 holdings out of 841 unique holdings combined, representing a 33.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $2 per year of difference.
Which performed better, BBUS or VYM?
Over the past year BBUS returned +21.29% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), BBUS annualized +15.85% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, BBUS or VYM?
BBUS has been the more volatile fund at 16.9% annualized versus 14.6% for VYM. Worst drawdown: BBUS -35.4% vs VYM -58.8%.
Should I hold both BBUS and VYM?
BBUS and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBUS and VYM?
BBUS and VYM share 208 common holdings with a 33.1% weight overlap. Combined, they hold 841 unique securities.
Which pays a higher dividend, BBUS or VYM?
BBUS yields 1.09% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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