BBAG vs IVV
BBAG vs IVV
JPMorgan BetaBuilders US Aggregate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV delivered stronger 1-year returns. BBAG offers more diversification with 1312 holdings.
Side-by-Side Comparison
| Metric | BBAG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | |
| AUM | $1.0B | $865.2B | |
| Dividend Yield | 4.20% | 1.09% | |
| Holdings | 1,791 | 508 | |
| YTD Return | -1.34% | +13.31% | |
| 1Y Return | +0.89% | +24.00% | |
| 3Y Return (annualized) | +3.72% | +21.16% | |
| 5Y Return (annualized) | -0.69% | +13.34% | |
| Volatility (annualized) | 5.7% | 15.1% | |
| Max Drawdown | -19.6% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | May 15, 2000 |
BBAG vs IVV Performance
JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBAG returned +0.89% while IVV returned +24.00%. Year to date, BBAG is down 1.34% versus a gain of 13.31% for IVV.
Over three years, BBAG compounded at +3.72% per year against +21.16% for IVV; over five years the annualized figures are -0.69% and +13.34% respectively. Across the full 8-year window we track, IVV has the edge at +7.03% annualized vs +0.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.7% for BBAG. 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 -19.6% for BBAG and -56.5% for IVV. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBAG charges 0.03% per year while IVV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BBAG currently yields 4.20% against 1.09% for IVV.
Holdings Overlap
BBAG and IVV share 1 holdings out of 1816 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBAG | Weight in IVV | Difference |
|---|---|---|---|
| KDP | 0.05% | 0.06% | 0.01% |
Frequently Asked Questions
Which is cheaper, BBAG or IVV?
BBAG has an expense ratio of 0.03% while IVV charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, BBAG or IVV?
Over the past year BBAG returned +0.89% vs +24.00% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BBAG annualized +0.89% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BBAG or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 5.7% for BBAG. Worst drawdown: BBAG -19.6% vs IVV -56.5%.
Should I hold both BBAG and IVV?
BBAG and IVV have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBAG and IVV?
BBAG and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1816 unique securities.
Which pays a higher dividend, BBAG or IVV?
BBAG yields 4.20% while IVV yields 1.09%, so BBAG currently pays the higher dividend yield.
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