Correlation
The correlation between BBEM and VOO is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BBEM vs. VOO
Compare and contrast key facts about JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) and Vanguard S&P 500 ETF (VOO).
BBEM and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBEM is a passively managed fund by JPMorgan that tracks the performance of the Morningstar Emerging Markets Target Market Exposure Index - Benchmark TR Net. It was launched on May 10, 2023. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both BBEM and VOO 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: BBEM or VOO.
Performance
BBEM vs. VOO - Performance Comparison
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Key characteristics
BBEM:
0.51
VOO:
0.74
BBEM:
0.71
VOO:
1.04
BBEM:
1.09
VOO:
1.15
BBEM:
0.44
VOO:
0.68
BBEM:
1.25
VOO:
2.58
BBEM:
6.09%
VOO:
4.93%
BBEM:
18.87%
VOO:
19.54%
BBEM:
-17.42%
VOO:
-33.99%
BBEM:
-2.88%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BBEM achieves a 8.15% return, which is significantly higher than VOO's 0.90% return.
BBEM
8.15%
3.75%
5.96%
10.58%
N/A
N/A
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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BBEM vs. VOO - Expense Ratio Comparison
BBEM has a 0.15% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
BBEM vs. VOO — Risk-Adjusted Performance Rank
BBEM
VOO
BBEM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) and Vanguard S&P 500 ETF (VOO). 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
BBEM vs. VOO - Dividend Comparison
BBEM's dividend yield for the trailing twelve months is around 2.76%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBEM JPMorgan Betabuilders Emerging Markets Equity ETF | 2.76% | 2.73% | 1.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BBEM vs. VOO - Drawdown Comparison
The maximum BBEM drawdown since its inception was -17.42%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BBEM and VOO.
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Volatility
BBEM vs. VOO - Volatility Comparison
The current volatility for JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) is 4.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that BBEM experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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