BBAG vs VOO
BBAG vs VOO
JPMorgan BetaBuilders US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO delivered stronger 1-year returns. BBAG offers more diversification with 1312 holdings.
Side-by-Side Comparison
| Metric | BBAG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.03% | |
| AUM | $1.0B | $979.0B | |
| Dividend Yield | 4.20% | 1.09% | |
| Holdings | 1,791 | 509 | |
| YTD Return | -1.34% | +13.31% | |
| 1Y Return | +0.89% | +24.01% | |
| 3Y Return (annualized) | +3.72% | +21.17% | |
| 5Y Return (annualized) | -0.69% | +13.34% | |
| Volatility (annualized) | 5.7% | 14.1% | |
| Max Drawdown | -19.6% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | Sep 7, 2010 |
BBAG vs VOO Performance
JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BBAG returned +0.89% while VOO returned +24.01%. Year to date, BBAG is down 1.34% versus a gain of 13.31% for VOO.
Over three years, BBAG compounded at +3.72% per year against +21.17% for VOO; over five years the annualized figures are -0.69% and +13.34% respectively. Across the full 8-year window we track, VOO has the edge at +13.55% annualized vs +0.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 VOO 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 VOO.
Holdings Overlap
BBAG and VOO 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 VOO | Difference |
|---|---|---|---|
| KDP | 0.05% | 0.07% | 0.02% |
Frequently Asked Questions
Which is cheaper, BBAG or VOO?
BBAG has an expense ratio of 0.03% while VOO charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, BBAG or VOO?
Over the past year BBAG returned +0.89% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBAG annualized +0.89% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BBAG or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.7% for BBAG. Worst drawdown: BBAG -19.6% vs VOO -34.3%.
Should I hold both BBAG and VOO?
BBAG and VOO 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 VOO?
BBAG and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1816 unique securities.
Which pays a higher dividend, BBAG or VOO?
BBAG yields 4.20% while VOO yields 1.09%, so BBAG currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.