BBUS vs. VTI
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and Vanguard Total Stock Market ETF (VTI).
BBUS 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 is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 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 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 or VTI.
Key characteristics
| BBUS | VTI | |
|---|---|---|
| YTD Return | 26.91% | 26.15% |
| 1Y Return | 35.30% | 35.28% |
| 3Y Return (Ann) | 9.66% | 8.67% |
| 5Y Return (Ann) | 15.73% | 15.15% |
| Sharpe Ratio | 3.09 | 3.04 |
| Sortino Ratio | 4.09 | 4.05 |
| Omega Ratio | 1.58 | 1.57 |
| Calmar Ratio | 4.45 | 4.47 |
| Martin Ratio | 20.41 | 19.73 |
| Ulcer Index | 1.86% | 1.94% |
| Daily Std Dev | 12.29% | 12.58% |
| Max Drawdown | -35.35% | -55.45% |
| Current Drawdown | -0.29% | -0.44% |
Correlation
The correlation between BBUS and VTI is 0.99, 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
BBUS vs. VTI - Performance Comparison
The year-to-date returns for both stocks are quite close, with BBUS having a 26.91% return and VTI slightly lower at 26.15%. 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 vs. VTI - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than VTI's 0.03% 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
BBUS vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) 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 vs. VTI - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.18%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.18% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
BBUS vs. VTI - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BBUS and VTI. For additional features, visit the drawdowns tool.
Volatility
BBUS vs. VTI - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.78% and 3.97%, 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.