BBHY vs IVV
BBHY vs IVV
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. BBHY offers more diversification with 1201 holdings.
Side-by-Side Comparison
| Metric | BBHY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $620M | $865.2B | |
| Dividend Yield | 7.41% | 1.09% | |
| Holdings | 1,563 | 508 | |
| YTD Return | +0.02% | +13.13% | |
| 1Y Return | +3.15% | +22.90% | |
| 3Y Return (annualized) | +7.55% | +21.08% | |
| 5Y Return (annualized) | +3.55% | +13.27% | |
| Volatility (annualized) | 7.7% | 15.1% | |
| Max Drawdown | -25.3% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 15, 2016 | May 15, 2000 |
BBHY vs IVV Performance
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) 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 BBHY returned +3.15% while IVV returned +22.90%. Year to date, BBHY is up 0.02% versus a gain of 13.13% for IVV.
Over three years, BBHY compounded at +7.55% per year against +21.08% for IVV; over five years the annualized figures are +3.55% and +13.27% respectively. Across the full 10-year window we track, IVV has the edge at +7.02% annualized vs +2.35%. 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 7.7% for BBHY. 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 -25.3% for BBHY 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBHY charges 0.07% per year while IVV charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, BBHY currently yields 7.41% against 1.09% for IVV.
Holdings Overlap
BBHY and IVV share 0 holdings out of 1706 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBHY or IVV?
BBHY has an expense ratio of 0.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, BBHY or IVV?
Over the past year BBHY returned +3.15% vs +22.90% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), BBHY annualized +2.35% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, BBHY or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.7% for BBHY. Worst drawdown: BBHY -25.3% vs IVV -56.5%.
Should I hold both BBHY and IVV?
BBHY and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBHY and IVV?
BBHY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1706 unique securities.
Which pays a higher dividend, BBHY or IVV?
BBHY yields 7.41% while IVV yields 1.09%, so BBHY currently pays the higher dividend yield.
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