BLLD vs. VTI
Compare and contrast key facts about JPMorgan Sustainable Infrastructure ETF (BLLD) and Vanguard Total Stock Market ETF (VTI).
BLLD and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BLLD is an actively managed fund by JPMorgan. It was launched on Sep 7, 2022. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLLD or VTI.
Correlation
The correlation between BLLD and VTI is 0.62, 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
BLLD vs. VTI - Performance Comparison
Key characteristics
BLLD:
0.59
VTI:
1.78
BLLD:
0.87
VTI:
2.41
BLLD:
1.11
VTI:
1.33
BLLD:
0.51
VTI:
2.68
BLLD:
1.33
VTI:
10.67
BLLD:
5.71%
VTI:
2.15%
BLLD:
12.84%
VTI:
12.90%
BLLD:
-21.02%
VTI:
-55.45%
BLLD:
-9.78%
VTI:
-0.54%
Returns By Period
In the year-to-date period, BLLD achieves a 2.20% return, which is significantly lower than VTI's 4.03% return.
BLLD
2.20%
0.98%
-4.08%
6.96%
N/A
N/A
VTI
4.03%
0.79%
10.68%
23.73%
13.92%
12.64%
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BLLD vs. VTI - Expense Ratio Comparison
BLLD has a 0.49% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
BLLD vs. VTI — Risk-Adjusted Performance Rank
BLLD
VTI
BLLD vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Sustainable Infrastructure ETF (BLLD) 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
BLLD vs. VTI - Dividend Comparison
BLLD's dividend yield for the trailing twelve months is around 3.71%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLLD JPMorgan Sustainable Infrastructure ETF | 3.71% | 3.79% | 1.64% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
BLLD vs. VTI - Drawdown Comparison
The maximum BLLD drawdown since its inception was -21.02%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BLLD and VTI. For additional features, visit the drawdowns tool.
Volatility
BLLD vs. VTI - Volatility Comparison
JPMorgan Sustainable Infrastructure ETF (BLLD) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.09% and 2.95%, 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.