BBCB vs IVV
BBCB vs IVV
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. BBCB offers more diversification with 1138 holdings.
Side-by-Side Comparison
| Metric | BBCB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $46M | $865.2B | |
| Dividend Yield | 4.98% | 1.09% | |
| Holdings | 1,290 | 508 | |
| YTD Return | +0.51% | +13.80% | |
| 1Y Return | +2.74% | +23.70% | |
| 3Y Return (annualized) | +5.24% | +21.49% | |
| 5Y Return (annualized) | +0.02% | +13.43% | |
| Volatility (annualized) | 7.8% | 15.1% | |
| Max Drawdown | -23.9% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | May 15, 2000 |
BBCB vs IVV Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) 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 BBCB returned +2.74% while IVV returned +23.70%. Year to date, BBCB is up 0.51% versus a gain of 13.80% for IVV.
Over three years, BBCB compounded at +5.24% per year against +21.49% for IVV; over five years the annualized figures are +0.02% and +13.43% respectively. Across the full 8-year window we track, IVV has the edge at +7.05% annualized vs +1.63%. 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 7.8% for BBCB. 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 -23.9% for BBCB 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBCB charges 0.04% per year while IVV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BBCB currently yields 4.98% against 1.09% for IVV.
Holdings Overlap
BBCB and IVV share 1 holdings out of 1642 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 BBCB | Weight in IVV | Difference |
|---|---|---|---|
| DUK | 0.12% | 0.15% | 0.03% |
Frequently Asked Questions
Which is cheaper, BBCB or IVV?
BBCB has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBCB or IVV?
Over the past year BBCB returned +2.74% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.63% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, BBCB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs IVV -56.5%.
Should I hold both BBCB and IVV?
BBCB and IVV have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBCB and IVV?
BBCB and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1642 unique securities.
Which pays a higher dividend, BBCB or IVV?
BBCB yields 4.98% while IVV yields 1.09%, so BBCB currently pays the higher dividend yield.
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