BBAG vs. VCSH
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Vanguard Short-Term Corporate Bond ETF (VCSH).
BBAG and VCSH 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. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009. Both BBAG and VCSH 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 VCSH.
Correlation
The correlation between BBAG and VCSH is 0.80, 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.
Performance
BBAG vs. VCSH - Performance Comparison
Key characteristics
BBAG:
0.71
VCSH:
2.61
BBAG:
1.03
VCSH:
4.05
BBAG:
1.12
VCSH:
1.52
BBAG:
0.27
VCSH:
4.63
BBAG:
1.73
VCSH:
12.18
BBAG:
2.14%
VCSH:
0.47%
BBAG:
5.22%
VCSH:
2.20%
BBAG:
-18.86%
VCSH:
-12.86%
BBAG:
-8.94%
VCSH:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with BBAG having a 0.86% return and VCSH slightly lower at 0.82%.
BBAG
0.86%
0.82%
-1.50%
3.93%
-0.85%
N/A
VCSH
0.82%
0.67%
1.58%
5.80%
1.86%
2.37%
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BBAG vs. VCSH - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is lower than VCSH's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BBAG vs. VCSH — Risk-Adjusted Performance Rank
BBAG
VCSH
BBAG vs. VCSH - 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 Short-Term Corporate Bond ETF (VCSH). 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.
Dividends
BBAG vs. VCSH - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.21%, more than VCSH's 4.01% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.21% | 4.25% | 3.60% | 2.23% | 1.44% | 2.11% | 2.91% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.01% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
BBAG vs. VCSH - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.86%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for BBAG and VCSH. For additional features, visit the drawdowns tool.
Volatility
BBAG vs. VCSH - Volatility Comparison
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) has a higher volatility of 1.40% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.51%. This indicates that BBAG's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.