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BBAG vs. BIV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BBAG vs. BIV

Last updated Apr 1, 2026

Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Intermediate-Term Bond Index ETF (BIV).

BBAG and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018. BIV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. It was launched on Apr 3, 2007. Both BBAG and BIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

BBAG vs. BIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Intermediate-Term Bond Index ETF (BIV). The values are adjusted to include any dividend payments, if applicable.

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BBAG vs. BIV - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF		0.11%7.27%1.26%5.41%-13.26%-1.79%7.31%8.31%1.00%
BIV
Vanguard Intermediate-Term Bond Index ETF		-0.23%8.52%1.57%6.07%-13.21%-2.40%9.67%10.34%1.09%

Returns By Period

In the year-to-date period, BBAG achieves a 0.11% return, which is significantly higher than BIV's -0.23% return.

BBAG

1D
0.30%
1M
-1.73%
YTD
0.11%
6M
1.03%
1Y
4.51%
3Y*
3.61%
5Y*
0.15%
10Y*
—

BIV

1D
0.32%
1M
-2.03%
YTD
-0.23%
6M
0.87%
1Y
4.99%
3Y*
3.99%
5Y*
0.54%
10Y*
2.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JPMorgan BetaBuilders U.S. Aggregate Bond ETF

Vanguard Intermediate-Term Bond Index ETF

Often compared with BBAG:
BBAG vs. JCPBBBAG vs. AGGBBAG vs. BNDBBAG vs. SCHZBBAG vs. VCLTBBAG vs. AGTHXBBAG vs. IGBH
Often compared with BIV:
BIV vs. BNDBIV vs. BLVBIV vs. VFICXBIV vs. SCHPBIV vs. BNDXBIV vs. VGSHBIV vs. AGG

BBAG vs. BIV - Expense Ratio Comparison

Both BBAG and BIV have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
BIV
Vanguard Intermediate-Term Bond Index ETF

Return for Risk

BBAG vs. BIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBAG
BBAG Risk / Return Rank: 5656
Overall Rank
BBAG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
BBAG Sortino Ratio Rank: 5454
Sortino Ratio Rank
BBAG Omega Ratio Rank: 4848
Omega Ratio Rank
BBAG Calmar Ratio Rank: 7070
Calmar Ratio Rank
BBAG Martin Ratio Rank: 5050
Martin Ratio Rank
BIV
BIV Risk / Return Rank: 6565
Overall Rank
BIV Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BIV Sortino Ratio Rank: 6666
Sortino Ratio Rank
BIV Omega Ratio Rank: 5656
Omega Ratio Rank
BIV Calmar Ratio Rank: 7474
Calmar Ratio Rank
BIV Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBAG vs. BIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Intermediate-Term Bond Index ETF (BIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

BBAGBIVDifference

Sharpe ratio

Return per unit of total volatility

1.01

1.10

-0.09

Sortino ratio

Return per unit of downside risk

1.43

1.59

-0.16

Omega ratio

Gain probability vs. loss probability

1.18

1.20

-0.01

Calmar ratio

Return relative to maximum drawdown

1.81

1.82

-0.01

Martin ratio

Return relative to average drawdown

4.90

5.87

-0.97

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBAG vs. BIV - Sharpe Ratio Comparison

The current BBAG Sharpe Ratio is 1.01, which is comparable to the BIV Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of BBAG and BIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

BBAGBIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

1.10

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.09

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.37

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.65

-0.33

Correlation

The correlation between BBAG and BIV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BBAG vs. BIV - Dividend Comparison

BBAG's dividend yield for the trailing twelve months is around 4.32%, more than BIV's 4.10% yield.

TTM20252024202320222021202020192018201720162015
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF		4.32%4.29%4.25%3.60%2.23%1.44%2.26%2.92%0.16%0.00%0.00%0.00%
BIV
Vanguard Intermediate-Term Bond Index ETF		4.10%4.01%3.79%3.09%2.41%3.42%2.95%2.75%2.88%2.69%3.01%3.02%

Drawdowns

BBAG vs. BIV - Drawdown Comparison

The maximum BBAG drawdown since its inception was -18.73%, roughly equal to the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for BBAG and BIV.

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Drawdown Indicators

BBAGBIVDifference

Max Drawdown

Largest peak-to-trough decline

-18.73%

-18.95%

+0.22%

Max Drawdown (1Y)

Largest decline over 1 year

-2.61%

-2.87%

+0.26%

Max Drawdown (5Y)

Largest decline over 5 years

-18.06%

-18.74%

+0.68%

Max Drawdown (10Y)

Largest decline over 10 years

—

-18.95%

—

Current Drawdown

Current decline from peak

-2.90%

-2.03%

-0.87%

Average Drawdown

Average peak-to-trough decline

-6.31%

-3.40%

-2.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

0.89%

+0.07%

Volatility

BBAG vs. BIV - Volatility Comparison

JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Intermediate-Term Bond Index ETF (BIV) have volatilities of 1.83% and 1.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BBAGBIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

1.77%

+0.06%

Volatility (6M)

Calculated over the trailing 6-month period

2.71%

2.74%

-0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

4.47%

4.55%

-0.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.91%

6.39%

-0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.84%

5.50%

+0.34%