Correlation
The correlation between BBAG and BND is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BBAG vs. BND
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Total Bond Market ETF (BND).
BBAG and BND 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. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007. Both BBAG and BND are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBAG or BND.
Performance
BBAG vs. BND - Performance Comparison
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Key characteristics
BBAG:
1.09
BND:
1.10
BBAG:
1.57
BND:
1.60
BBAG:
1.19
BND:
1.19
BBAG:
0.46
BND:
0.47
BBAG:
2.69
BND:
2.79
BBAG:
2.20%
BND:
2.11%
BBAG:
5.40%
BND:
5.32%
BBAG:
-18.86%
BND:
-18.84%
BBAG:
-7.44%
BND:
-7.09%
Returns By Period
The year-to-date returns for both stocks are quite close, with BBAG having a 2.52% return and BND slightly lower at 2.49%.
BBAG
2.52%
-0.36%
0.88%
5.44%
1.40%
-1.11%
N/A
BND
2.49%
-0.40%
0.77%
5.44%
1.52%
-1.00%
1.54%
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BBAG vs. BND - Expense Ratio Comparison
Both BBAG and BND 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%.
Risk-Adjusted Performance
BBAG vs. BND — Risk-Adjusted Performance Rank
BBAG
BND
BBAG vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Total Bond Market ETF (BND). 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.
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Dividends
BBAG vs. BND - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.25%, more than BND's 3.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.25% | 4.25% | 3.60% | 2.23% | 1.44% | 2.11% | 2.91% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.74% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
BBAG vs. BND - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.86%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for BBAG and BND.
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Volatility
BBAG vs. BND - Volatility Comparison
The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is 1.39%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.52%. This indicates that BBAG experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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