JBBB vs VTI
JBBB vs VTI
Janus Henderson B-BBB CLO 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 | JBBB | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $1.2B | $663.5B | |
| Dividend Yield | 8.11% | 1.07% | |
| Holdings | 217 | 3,543 | |
| YTD Return | -0.61% | +11.83% | |
| 1Y Return | +0.37% | +21.79% | |
| 3Y Return (annualized) | +7.47% | +20.40% | |
| 5Y Return (annualized) | - | +11.96% | |
| Volatility (annualized) | 6.0% | 15.3% | |
| Max Drawdown | -10.6% | -56.6% | |
| Fund Family | Janus Henderson Investors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 11, 2022 | May 24, 2001 |
JBBB vs VTI Performance
Janus Henderson B-BBB CLO ETF (JBBB) is a ETF from Janus Henderson Investors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JBBB returned +0.37% while VTI returned +21.79%. Year to date, JBBB is down 0.61% versus a gain of 11.83% for VTI.
Over three years, JBBB compounded at +7.47% per year against +20.40% for VTI. Across the full 5-year window we track, VTI has the edge at +8.06% annualized vs +5.81%. 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 6.0% for JBBB. 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 -10.6% for JBBB 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JBBB charges 0.47% per year while VTI charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, JBBB currently yields 8.11% against 1.07% for VTI.
Holdings Overlap
JBBB and VTI share 0 holdings out of 2789 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, JBBB or VTI?
JBBB has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, JBBB or VTI?
Over the past year JBBB returned +0.37% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), JBBB annualized +5.81% vs +8.06% for VTI. Past performance does not guarantee future results.
Which is riskier, JBBB or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 6.0% for JBBB. Worst drawdown: JBBB -10.6% vs VTI -56.6%.
Should I hold both JBBB and VTI?
JBBB and VTI have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JBBB and VTI?
JBBB and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, JBBB or VTI?
JBBB yields 8.11% while VTI yields 1.07%, so JBBB currently pays the higher dividend yield.
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