BBCB vs VTI
BBCB vs VTI
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BBCB | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $46M | $663.5B | |
| Dividend Yield | 4.98% | 1.07% | |
| Holdings | 1,290 | 3,543 | |
| YTD Return | +0.51% | +14.20% | |
| 1Y Return | +2.74% | +24.16% | |
| 3Y Return (annualized) | +5.24% | +21.12% | |
| 5Y Return (annualized) | +0.02% | +12.37% | |
| Volatility (annualized) | 7.8% | 15.3% | |
| Max Drawdown | -23.9% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | May 24, 2001 |
BBCB vs VTI Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BBCB returned +2.74% while VTI returned +24.16%. Year to date, BBCB is up 0.51% versus a gain of 14.20% for VTI.
Over three years, BBCB compounded at +5.24% per year against +21.12% for VTI; over five years the annualized figures are +0.02% and +12.37% respectively. Across the full 8-year window we track, VTI has the edge at +8.14% annualized vs +1.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
BBCB and VTI share 1 holdings out of 3920 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 VTI | Difference |
|---|---|---|---|
| DUK | 0.12% | 0.14% | 0.02% |
Frequently Asked Questions
Which is cheaper, BBCB or VTI?
BBCB has an expense ratio of 0.04% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBCB or VTI?
Over the past year BBCB returned +2.74% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.63% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BBCB or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs VTI -56.6%.
Should I hold both BBCB and VTI?
BBCB and VTI 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 VTI?
BBCB and VTI share 1 common holdings with a 0.1% weight overlap. Combined, they hold 3920 unique securities.
Which pays a higher dividend, BBCB or VTI?
BBCB yields 4.98% while VTI yields 1.07%, so BBCB currently pays the higher dividend yield.
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