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BBIN vs. BIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BBIN vs. BIV

Last updated Jun 4, 2026

BBIN (JPMorgan BetaBuilders International Equity ETF) and BIV (Vanguard Intermediate-Term Bond Index ETF) are both exchange-traded funds - BBIN is a Foreign Large Cap Equities fund tracking the Morningstar Developed Markets ex-North America Target Market Exposure Index, while BIV is a Intermediate Core Bond fund tracking the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. Both are passively managed. Over the past 5 years, BBIN returned 8.51%/yr vs 0.25%/yr for BIV. At a 0.18 correlation, their price movements are largely independent. BBIN charges 0.07%/yr vs 0.03%/yr for BIV.

Performance

BBIN vs. BIV - Performance Comparison

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

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Returns By Period

In the year-to-date period, BBIN achieves a 8.64% return, which is significantly higher than BIV's -0.24% return.

BBIN

1D
-0.65%
1M
3.28%
YTD
8.64%
6M
10.96%
1Y
21.60%
3Y*
16.72%
5Y*
8.51%
10Y*
—

BIV

1D
-0.22%
1M
0.04%
YTD
-0.24%
6M
-0.48%
1Y
4.80%
3Y*
4.27%
5Y*
0.25%
10Y*
1.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBIN vs. BIV - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
BBIN
JPMorgan BetaBuilders International Equity ETF		8.64%31.86%3.65%18.54%-14.29%11.74%7.91%3.14%
BIV
Vanguard Intermediate-Term Bond Index ETF		-0.24%8.52%1.57%6.07%-13.21%-2.40%9.67%-0.13%

Correlation

The correlation between BBIN and BIV is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.42

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

0.34

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

0.25

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2019

0.18

Over the past year, BBIN and BIV have become more correlated (0.42) than their long-term average of 0.18, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

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JPMorgan BetaBuilders International Equity ETF

Vanguard Intermediate-Term Bond Index ETF

Often compared with BBIN:
BBIN vs. VXUSBBIN vs. DFICBBIN vs. HDEFBBIN vs. EFAXBBIN vs. SCHFBBIN vs. SPDWBBIN vs. FNDF
Often compared with BIV:
BIV vs. BNDBIV vs. BLVBIV vs. VFICXBIV vs. SCHPBIV vs. BNDXBIV vs. VGSHBIV vs. AGG

Return for Risk

BBIN vs. BIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBIN
BBIN Risk / Return Rank: 3939
Overall Rank
BBIN Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BBIN Sortino Ratio Rank: 3939
Sortino Ratio Rank
BBIN Omega Ratio Rank: 3737
Omega Ratio Rank
BBIN Calmar Ratio Rank: 3838
Calmar Ratio Rank
BBIN Martin Ratio Rank: 4343
Martin Ratio Rank
BIV
BIV Risk / Return Rank: 3131
Overall Rank
BIV Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
BIV Sortino Ratio Rank: 3232
Sortino Ratio Rank
BIV Omega Ratio Rank: 3030
Omega Ratio Rank
BIV Calmar Ratio Rank: 3030
Calmar Ratio Rank
BIV Martin Ratio Rank: 3131
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.

BBIN vs. BIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders International Equity ETF (BBIN) 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.

BBINBIVDifference

Sharpe ratio

Return per unit of total volatility

1.40

1.19

+0.21

Sortino ratio

Return per unit of downside risk

2.02

1.77

+0.25

Omega ratio

Gain probability vs. loss probability

1.25

1.21

+0.04

Calmar ratio

Return relative to maximum drawdown

1.87

1.52

+0.36

Martin ratio

Return relative to average drawdown

6.96

4.60

+2.37

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

BBIN vs. BIV - Sharpe Ratio Comparison

The current BBIN Sharpe Ratio is 1.40, which is comparable to the BIV Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of BBIN and BIV, 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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Sharpe Ratios by Period

BBINBIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

1.19

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.04

+0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.35

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.65

-0.11

Drawdowns

BBIN vs. BIV - Drawdown Comparison

The maximum BBIN drawdown since its inception was -33.37%, which is greater than BIV's maximum drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for BBIN and BIV.

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Drawdown Indicators

BBINBIVDifference

Max Drawdown

Largest peak-to-trough decline

-33.37%

-18.95%

-14.42%

Max Drawdown (1Y)

Largest decline over 1 year

-11.57%

-3.18%

-8.39%

Max Drawdown (3Y)

Largest decline over 3 years

-13.98%

-6.07%

-7.91%

Max Drawdown (5Y)

Largest decline over 5 years

-29.24%

-18.74%

-10.50%

Max Drawdown (10Y)

Largest decline over 10 years

—

-18.95%

—

Current Drawdown

Current decline from peak

-1.78%

-2.04%

+0.26%

Average Drawdown

Average peak-to-trough decline

-6.30%

-3.39%

-2.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

1.05%

+2.06%

Volatility

BBIN vs. BIV - Volatility Comparison

JPMorgan BetaBuilders International Equity ETF (BBIN) has a higher volatility of 5.15% compared to Vanguard Intermediate-Term Bond Index ETF (BIV) at 1.36%. This indicates that BBIN's price experiences larger fluctuations and is considered to be riskier than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BBINBIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.15%

1.36%

+3.79%

Volatility (6M)

Calculated over the trailing 6-month period

12.78%

2.90%

+9.88%

Volatility (1Y)

Calculated over the trailing 1-year period

15.57%

4.06%

+11.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.57%

6.40%

+10.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.12%

5.50%

+13.62%

BBIN vs. BIV - Expense Ratio Comparison

BBIN has a 0.07% expense ratio, which is higher than BIV'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%.

Dividends

BBIN vs. BIV - Dividend Comparison

BBIN's dividend yield for the trailing twelve months is around 3.63%, less than BIV's 4.22% yield.

PositionTTM20252024202320222021202020192018201720162015
BBIN
JPMorgan BetaBuilders International Equity ETF		3.63%3.87%3.41%3.20%2.83%3.54%1.07%0.09%0.00%0.00%0.00%0.00%
BIV
Vanguard Intermediate-Term Bond Index ETF		4.22%4.01%3.79%3.09%2.41%3.42%2.95%2.75%2.88%2.69%3.01%3.02%

Frequently Asked Questions

BBIN and BIV have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBIN has higher volatility (5.15%) compared to BIV (1.36%). In terms of maximum drawdown, BBIN dropped -33.37% vs BIV's -18.95%.

On 5-year performance, BBIN leads with 8.51% vs 0.25% for BIV. On fees, BIV is cheaper at 0.03% per year. On volatility, BIV has been the lower-risk option at 1.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBIN has performed better with a 8.51% return vs 0.25%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BIV is cheaper with a 0.03% expense ratio, compared with 0.07% for BBIN.

BIV has the higher dividend yield at 4.22%, compared with 3.63% for BBIN.

BBIN is categorized as Foreign Large Cap Equities, while BIV is Intermediate Core Bond. BBIN tracks Morningstar Developed Markets ex-North America Target Market Exposure Index, while BIV tracks Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.07% for BBIN and 0.03% for BIV.

BBIN currently has the higher Sharpe Ratio (1.40 vs 1.19), 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.

Portfolio Optimizer

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