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BBAG vs. VCLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBAG vs. VCLT - 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 Long-Term Corporate Bond ETF (VCLT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBAG achieves a 0.33% return, which is significantly lower than VCLT's 1.27% return.


BBAG

1D
-0.32%
1M
0.63%
YTD
0.33%
6M
0.51%
1Y
4.45%
3Y*
3.86%
5Y*
-0.04%
10Y*

VCLT

1D
-0.40%
1M
1.31%
YTD
1.27%
6M
1.30%
1Y
6.37%
3Y*
4.08%
5Y*
-2.16%
10Y*
2.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBAG vs. VCLT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
0.33%7.27%1.26%5.41%-13.26%-1.79%7.31%8.31%1.03%
VCLT
Vanguard Long-Term Corporate Bond ETF
1.27%7.18%-1.90%11.17%-25.50%-1.73%13.27%23.89%0.24%

Correlation

The correlation between BBAG and VCLT is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2018

0.85

The correlation between BBAG and VCLT has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.

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Return for Risk

BBAG vs. VCLT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBAG
BBAG Risk / Return Rank: 3333
Overall Rank
BBAG Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BBAG Sortino Ratio Rank: 3434
Sortino Ratio Rank
BBAG Omega Ratio Rank: 3131
Omega Ratio Rank
BBAG Calmar Ratio Rank: 3333
Calmar Ratio Rank
BBAG Martin Ratio Rank: 3232
Martin Ratio Rank

VCLT
VCLT Risk / Return Rank: 2323
Overall Rank
VCLT Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
VCLT Sortino Ratio Rank: 2222
Sortino Ratio Rank
VCLT Omega Ratio Rank: 2121
Omega Ratio Rank
VCLT Calmar Ratio Rank: 2626
Calmar Ratio Rank
VCLT Martin Ratio Rank: 2323
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. VCLT - 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 Long-Term Corporate Bond ETF (VCLT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BBAGVCLTDifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.52

Omega ratioGain probability vs. loss probability

1.20

1.14

+0.06

Calmar ratioReturn relative to maximum drawdown

1.61

1.22

+0.39

Martin ratioReturn relative to average drawdown

4.54

2.95

+1.59

BBAG vs. VCLT - Sharpe Ratio Comparison

The current BBAG Sharpe Ratio is 1.15, which is higher than the VCLT Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of BBAG and VCLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BBAG vs. VCLT - Drawdown Comparison

The maximum BBAG drawdown since its inception was -18.73%, smaller than the maximum VCLT drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for BBAG and VCLT.


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Drawdown Indicators


BBAGVCLTDifference

Max Drawdown

Largest peak-to-trough decline

-18.73%

-34.31%

+15.58%

Max Drawdown (1Y)

Largest decline over 1 year

-2.78%

-5.25%

+2.47%

Max Drawdown (3Y)

Largest decline over 3 years

-6.18%

-13.03%

+6.85%

Max Drawdown (5Y)

Largest decline over 5 years

-18.06%

-34.31%

+16.25%

Max Drawdown (10Y)

Largest decline over 10 years

-34.31%

Current Drawdown

Current decline from peak

-2.69%

-14.12%

+11.43%

Average Drawdown

Average peak-to-trough decline

-6.20%

-8.17%

+1.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

2.17%

-1.19%

Volatility

BBAG vs. VCLT - Volatility Comparison

The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is 1.13%, while Vanguard Long-Term Corporate Bond ETF (VCLT) has a volatility of 1.91%. This indicates that BBAG experiences smaller price fluctuations and is considered to be less risky than VCLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBAGVCLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.13%

1.91%

-0.78%

Volatility (6M)

Calculated over the trailing 6-month period

2.91%

5.84%

-2.93%

Volatility (1Y)

Calculated over the trailing 1-year period

3.89%

7.84%

-3.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.93%

12.76%

-6.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.79%

12.85%

-7.06%

BBAG vs. VCLT - Expense Ratio Comparison

Both BBAG and VCLT 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%.


Dividends

BBAG vs. VCLT - Dividend Comparison

BBAG's dividend yield for the trailing twelve months is around 4.36%, less than VCLT's 5.53% yield.


PositionTTM20252024202320222021202020192018201720162015
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
4.36%4.29%4.25%3.60%2.23%1.44%2.26%2.92%0.16%0.00%0.00%0.00%
VCLT
Vanguard Long-Term Corporate Bond ETF
5.53%5.51%5.19%4.67%4.44%3.07%3.16%3.81%4.55%4.01%4.33%4.68%

Frequently Asked Questions


BBAG and VCLT have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VCLT has higher volatility (1.91%) compared to BBAG (1.13%). In terms of maximum drawdown, BBAG dropped -18.73% vs VCLT's -34.31%.

On 5-year performance, BBAG leads with -0.04% vs -2.16% for VCLT. Both ETFs have the same 0.03% expense ratio. On volatility, BBAG has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBAG has performed better with a -0.04% return vs -2.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBAG and VCLT have the same expense ratio: 0.03% per year.

VCLT has the higher dividend yield at 5.53%, compared with 4.36% for BBAG.

BBAG is categorized as Intermediate Core Bond, while VCLT is Corporate Bonds. BBAG tracks Bloomberg US Aggregate Bond Index, while VCLT tracks Bloomberg U.S. 10+ Year Corporate Bond Index. They also come from different issuers: JPMorgan and Vanguard.

BBAG currently has the higher Sharpe Ratio (1.15 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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