BBIB vs VTI
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BBIB or VTI?
Long Term High Quality against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBIB | VTI |
|---|---|---|
| Expense Ratio | 0.04% | 0.03%Best |
| AUM | $75M | $689.2B |
| Dividend Yield | 4.08% | 1.06% |
| Holdings | 83 | 3,524 |
| YTD Return | -4.29% | +13.02%Best |
| 1Y Return | -4.09% | +16.63%Best |
| 3Y Return (annualized) | +3.13% | +21.97%Best |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 4.7%Best | 12.9% |
| Max Drawdown | -6.4%Best | -19.3% |
| $10,000 over 3.5 years | $10,553 | $19,313Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Blend |
| Inception | Apr 19, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Apr 20, 2023 to Oct 14, 2026 (3.5 years).
BBIB vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.
BBIB vs VTI Performance
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BBIB returned -4.09% while VTI returned +16.63%. Year to date, BBIB is down 4.29% versus a gain of 13.02% for VTI.
Over three years, BBIB compounded at +3.13% per year against +21.97% for VTI. Across the full 4-year window we track, VTI has the edge at +20.69% annualized vs +1.55%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 4.7% for BBIB. 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 -6.4% for BBIB and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBIB 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, BBIB currently yields 4.08% against 1.06% for VTI.
Holdings Overlap
We hold position weights for 61 holdings in BBIB and 3,441 in VTI, totalling 87.9% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 61 positions we hold weights for in BBIB and 3,441 in VTI, against full books of 83 and 3,524.
You are not choosing between two funds in isolation.
Whichever of BBIB and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBIB or VTI?
BBIB has an expense ratio of 0.04% while VTI charges 0.03%. VTI is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BBIB or VTI?
Over the past year BBIB returned -4.09% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), BBIB annualized +1.55% vs +20.69% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBIB or VTI?
VTI has been the more volatile fund at 12.9% annualized versus 4.7% for BBIB. Worst drawdown: BBIB -6.4% vs VTI -19.3%.
Should I hold both BBIB and VTI?
BBIB and VTI have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BBIB or VTI?
BBIB yields 4.08% while VTI yields 1.06%, so BBIB currently pays the higher dividend yield.
Is VTI better than BBIB?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.