BBCB vs VOO
BBCB vs VOO
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BBCB offers more diversification with 1138 holdings.
Side-by-Side Comparison
| Metric | BBCB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $46M | $979.0B | |
| Dividend Yield | 4.98% | 1.09% | |
| Holdings | 1,290 | 509 | |
| YTD Return | +0.51% | +13.80% | |
| 1Y Return | +2.74% | +23.71% | |
| 3Y Return (annualized) | +5.24% | +21.50% | |
| 5Y Return (annualized) | +0.02% | +13.44% | |
| Volatility (annualized) | 7.8% | 14.1% | |
| Max Drawdown | -23.9% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | Sep 7, 2010 |
BBCB vs VOO Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) 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 BBCB returned +2.74% while VOO returned +23.71%. Year to date, BBCB is up 0.51% versus a gain of 13.80% for VOO.
Over three years, BBCB compounded at +5.24% per year against +21.50% for VOO; over five years the annualized figures are +0.02% and +13.44% respectively. Across the full 8-year window we track, VOO has the edge at +13.58% annualized vs +1.63%. 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 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 -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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBCB charges 0.04% per year while VOO 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 VOO.
Holdings Overlap
BBCB and VOO 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 VOO | Difference |
|---|---|---|---|
| DUK | 0.12% | 0.15% | 0.03% |
Frequently Asked Questions
Which is cheaper, BBCB or VOO?
BBCB has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBCB or VOO?
Over the past year BBCB returned +2.74% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.63% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BBCB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs VOO -34.3%.
Should I hold both BBCB and VOO?
BBCB and VOO 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 VOO?
BBCB and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1642 unique securities.
Which pays a higher dividend, BBCB or VOO?
BBCB yields 4.98% while VOO yields 1.09%, so BBCB currently pays the higher dividend yield.
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