BBMC vs VOO
BBMC vs VOO
JPMorgan BetaBuilders US Mid Cap Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BBMC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BBMC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $2.1B | $979.0B | |
| Dividend Yield | 1.31% | 1.09% | |
| Holdings | 560 | 509 | |
| YTD Return | +16.42% | +11.51% | |
| 1Y Return | +27.78% | +21.46% | |
| 3Y Return (annualized) | +17.38% | +20.86% | |
| 5Y Return (annualized) | +8.52% | +13.01% | |
| Volatility (annualized) | 18.6% | 14.1% | |
| Max Drawdown | -30.1% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 14, 2020 | Sep 7, 2010 |
BBMC vs VOO Performance
JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) 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 BBMC returned +27.78% while VOO returned +21.46%. Year to date, BBMC is up 16.42% versus a gain of 11.51% for VOO.
Over three years, BBMC compounded at +17.38% per year against +20.86% for VOO; over five years the annualized figures are +8.52% and +13.01% respectively. Across the full 6-year window we track, BBMC has the edge at +17.35% annualized vs +13.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBMC has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 14.1% for VOO. 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 -30.1% for BBMC 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBMC charges 0.07% per year while VOO 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, BBMC currently yields 1.31% against 1.09% for VOO.
Holdings Overlap
BBMC and VOO share 74 holdings out of 887 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBMC | Weight in VOO | Difference |
|---|---|---|---|
| CASY | 0.70% | 0.05% | 0.65% |
| Q | 0.63% | 0.05% | 0.58% |
| TPR | 0.61% | 0.05% | 0.56% |
| WSM | Pro | Pro | Pro |
| CHRW | Pro | Pro | Pro |
| MRNA | Pro | Pro | Pro |
| VTRS | Pro | Pro | Pro |
| CF | Pro | Pro | Pro |
| AKAM | Pro | Pro | Pro |
| BBY | Pro | Pro | Pro |
See all 10 holdings BBMC shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BBMC or VOO?
BBMC has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, BBMC or VOO?
Over the past year BBMC returned +27.78% vs +21.46% for VOO, so BBMC leads on 1-year performance. Over the longest common window we track (6 years), BBMC annualized +17.35% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, BBMC or VOO?
BBMC has been the more volatile fund at 18.6% annualized versus 14.1% for VOO. Worst drawdown: BBMC -30.1% vs VOO -34.3%.
Should I hold both BBMC and VOO?
BBMC and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBMC and VOO?
BBMC and VOO share 74 common holdings with a 1.5% weight overlap. Combined, they hold 887 unique securities.
Which pays a higher dividend, BBMC or VOO?
BBMC yields 1.31% while VOO yields 1.09%, so BBMC currently pays the higher dividend yield.
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