BBUS.L vs. VTI
Compare and contrast key facts about BetaBuilders US Equity UCITS USD Acc (BBUS.L) and Vanguard Total Stock Market ETF (VTI).
BBUS.L and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBUS.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both BBUS.L and VTI 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: BBUS.L or VTI.
Key characteristics
| BBUS.L | VTI | |
|---|---|---|
| YTD Return | 18.20% | 17.69% |
| 1Y Return | 26.69% | 25.82% |
| 3Y Return (Ann) | 8.74% | 8.20% |
| 5Y Return (Ann) | 14.87% | 14.39% |
| Sharpe Ratio | 2.21 | 2.06 |
| Daily Std Dev | 12.45% | 13.08% |
| Max Drawdown | -34.26% | -55.45% |
| Current Drawdown | -0.35% | -0.67% |
Correlation
The correlation between BBUS.L and VTI is 0.58, 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.
Performance
BBUS.L vs. VTI - Performance Comparison
The year-to-date returns for both stocks are quite close, with BBUS.L having a 18.20% return and VTI slightly lower at 17.69%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBUS.L vs. VTI - Expense Ratio Comparison
BBUS.L has a 0.04% expense ratio, which is higher than VTI'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
BBUS.L vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BetaBuilders US Equity UCITS USD Acc (BBUS.L) and Vanguard Total Stock Market ETF (VTI). 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
BBUS.L vs. VTI - Dividend Comparison
BBUS.L has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.32%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
BBUS.L vs. VTI - Drawdown Comparison
The maximum BBUS.L drawdown since its inception was -34.26%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BBUS.L and VTI. For additional features, visit the drawdowns tool.
Volatility
BBUS.L vs. VTI - Volatility Comparison
BetaBuilders US Equity UCITS USD Acc (BBUS.L) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.00% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.