BBUS vs. VTI

Last updated Jun 24, 2026

BBUS (JPMorgan BetaBuilders U.S. Equity ETF) and VTI (Vanguard Total Stock Market ETF) are both Large Cap Blend Equities funds - BBUS tracks the Morningstar US Target Market Exposure Index while VTI tracks the CRSP US Total Market Index. Both are passively managed. Over the past 5 years, BBUS returned 12.52%/yr vs 11.90%/yr for VTI. With a 0.99 correlation, they move nearly in lockstep. BBUS charges 0.02%/yr vs 0.03%/yr for VTI.

Performance

BBUS vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders U.S. Equity ETF (BBUS) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBUS achieves a 7.57% return, which is significantly lower than VTI's 8.82% return.

BBUS

• 1D: -1.68%
• 1M: -1.53%
• YTD: 7.57%
• 6M: 6.62%
• 1Y: 22.78%
• 3Y*: 20.70%
• 5Y*: 12.52%
• 10Y*: —

VTI

• 1D: -1.39%
• 1M: -0.84%
• YTD: 8.82%
• 6M: 7.71%
• 1Y: 24.22%
• 3Y*: 20.62%
• 5Y*: 11.90%
• 10Y*: 15.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBUS vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BBUS JPMorgan BetaBuilders U.S. Equity ETF	7.57%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.26%
VTI Vanguard Total Stock Market ETF	8.82%	17.10%	23.81%	26.05%	-19.52%	25.68%	21.08%	16.19%

Correlation

The correlation between BBUS and VTI is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.99
Correlation (3Y) Calculated over the trailing 3-year period	0.99
Correlation (5Y) Calculated over the trailing 5-year period	0.99
Correlation (All Time) Calculated using the full available price history since Mar 13, 2019	0.99

The correlation between BBUS and VTI has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.

BBUS vs. VTI - Sectors Allocation Comparison

Sectors	BBUS	VTI
Technology	38.1%	37.0%
Financial Services	11.2%	11.3%
Communication Services	10.0%	9.8%
Consumer Cyclical	9.1%	9.7%
Healthcare	8.0%	9.0%
Industrials	7.4%	9.4%
Consumer Defensive	4.4%	4.3%
Energy	3.0%	3.3%
Utilities	2.6%	2.1%
Real Estate	1.7%	2.3%
Basic Materials	1.2%	1.9%

Return for Risk

BBUS vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBUS

BBUS Risk / Return Rank: 56
BBUS Sharpe Ratio Rank: 56
BBUS Sortino Ratio Rank: 54
BBUS Omega Ratio Rank: 55
BBUS Calmar Ratio Rank: 52
BBUS Martin Ratio Rank: 63

VTI

VTI Risk / Return Rank: 59
VTI Sharpe Ratio Rank: 58
VTI Sortino Ratio Rank: 56
VTI Omega Ratio Rank: 57
VTI Calmar Ratio Rank: 57
VTI Martin Ratio Rank: 68

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.

BBUS vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BBUS	VTI	Difference
Sharpe ratio: Return per unit of total volatility	1.82	1.90	-0.08
Sortino ratio: Return per unit of downside risk	2.48	2.59	-0.11
Omega ratio: Gain probability vs. loss probability	1.33	1.34	-0.01
Calmar ratio: Return relative to maximum drawdown	2.49	2.73	-0.24
Martin ratio: Return relative to average drawdown	10.97	12.14	-1.17

BBUS vs. VTI - Sharpe Ratio Comparison

The current BBUS Sharpe Ratio is 1.82, which is comparable to the VTI Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of BBUS and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	BBUS	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-35.35%	-55.45%	+20.10%
Max Drawdown (1Y) Largest decline over 1 year	-9.21%	-8.92%	-0.29%
Max Drawdown (3Y) Largest decline over 3 years	-19.01%	-19.30%	+0.29%
Max Drawdown (5Y) Largest decline over 5 years	-25.46%	-25.36%	-0.10%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-3.47%	-2.85%	-0.62%
Average Drawdown Average peak-to-trough decline	-5.43%	-8.01%	+2.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.08%	2.00%	+0.08%

Volatility

BBUS vs. VTI - Volatility Comparison

JPMorgan BetaBuilders U.S. Equity ETF (BBUS) and Vanguard Total Stock Market ETF (VTI) have volatilities of 5.00% and 4.95%, 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.

Volatility by Period

	BBUS	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.00%	4.95%	+0.05%
Volatility (6M) Calculated over the trailing 6-month period	9.95%	10.05%	-0.10%
Volatility (1Y) Calculated over the trailing 1-year period	12.59%	12.83%	-0.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.14%	17.51%	-0.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.59%	18.32%	+1.27%

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%.

Dividends

BBUS vs. VTI - Dividend Comparison

BBUS's dividend yield for the trailing twelve months is around 1.01%, less than VTI's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.01%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%	0.00%	0.00%	0.00%
VTI Vanguard Total Stock Market ETF	1.04%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both BBUS and VTI in my portfolio?

With a correlation of 0.99, BBUS and VTI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BBUS or VTI?

BBUS has higher volatility (5.00%) compared to VTI (4.95%). In terms of maximum drawdown, BBUS dropped -35.35% vs VTI's -55.45%.

Which ETF is better, BBUS or VTI?

On 5-year performance, BBUS leads with 12.52% vs 11.90% for VTI. On fees, BBUS is cheaper at 0.02% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BBUS or VTI?

Over the 5-year period, BBUS has performed better with a 12.52% return vs 11.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BBUS or VTI?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.03% for VTI.

Which ETF pays a higher dividend yield, BBUS or VTI?

VTI has the higher dividend yield at 1.04%, compared with 1.01% for BBUS.

What is the main difference between BBUS and VTI?

BBUS tracks Morningstar US Target Market Exposure Index, while VTI tracks CRSP US Total Market Index. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.02% for BBUS and 0.03% for VTI.

Which has better risk-adjusted returns?

VTI currently has the higher Sharpe Ratio (1.90 vs 1.82), 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.