LVIG vs. BBAG

Last updated Jun 4, 2026

LVIG (Longview Advantage Fixed Income ETF) and BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) are both Intermediate Core Bond funds. LVIG is actively managed, while BBAG is passively managed. With a 0.97 correlation, they move nearly in lockstep. LVIG charges 0.34%/yr vs 0.03%/yr for BBAG.

Performance

LVIG vs. BBAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Longview Advantage Fixed Income ETF (LVIG) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LVIG

• 1D: -0.12%
• 1M: -0.30%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBAG

• 1D: -0.23%
• 1M: 0.21%
• YTD: 0.17%
• 6M: 0.02%
• 1Y: 5.12%
• 3Y*: 3.86%
• 5Y*: -0.01%
• 10Y*: —

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

LVIG vs. BBAG - Yearly Performance Comparison

	2026 (YTD)
LVIG Longview Advantage Fixed Income ETF	-1.22%
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	-0.66%

Correlation

The correlation between LVIG and BBAG is 0.97 - 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 (All Time) Calculated using the full available price history since Mar 11, 2026	0.97

Return for Risk

LVIG vs. BBAG — Risk / Return Rank

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

BBAG

BBAG Risk / Return Rank: 37
BBAG Sharpe Ratio Rank: 37
BBAG Sortino Ratio Rank: 38
BBAG Omega Ratio Rank: 35
BBAG Calmar Ratio Rank: 38
BBAG Martin Ratio Rank: 36

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.

LVIG vs. BBAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Longview Advantage Fixed Income ETF (LVIG) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	LVIG	BBAG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.31	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.00	—
Sharpe Ratio (All Time) Calculated using the full available price history	-1.03	0.32	-1.35

Drawdowns

LVIG vs. BBAG - Drawdown Comparison

The maximum LVIG drawdown since its inception was -2.59%, smaller than the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for LVIG and BBAG.

Drawdown Indicators

	LVIG	BBAG	Difference
Max Drawdown Largest peak-to-trough decline	-2.59%	-18.73%	+16.14%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.78%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.18%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.06%	—
Current Drawdown Current decline from peak	-1.32%	-2.84%	+1.52%
Average Drawdown Average peak-to-trough decline	-1.00%	-6.22%	+5.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.93%	—

Volatility

Volatility by Period

	LVIG	BBAG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	5.01%	3.92%	+1.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.01%	5.93%	-0.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.01%	5.80%	-0.79%

LVIG vs. BBAG - Expense Ratio Comparison

LVIG has a 0.34% expense ratio, which is higher than BBAG's 0.03% expense ratio.

Dividends

LVIG vs. BBAG - Dividend Comparison

LVIG has not paid dividends to shareholders, while BBAG's dividend yield for the trailing twelve months is around 4.37%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4.37%	4.29%	4.25%	3.60%	2.23%	1.44%	2.26%	2.92%	0.16%
LVIG Longview Advantage Fixed Income ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LVIG and BBAG in my portfolio?

With a correlation of 0.97, LVIG and BBAG 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 ETF is better, LVIG or BBAG?

On fees, BBAG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LVIG or BBAG?

BBAG is cheaper with a 0.03% expense ratio, compared with 0.34% for LVIG.

Which ETF pays a higher dividend yield, LVIG or BBAG?

BBAG has the higher dividend yield at 4.37%, compared with 0.00% for LVIG.

What is the main difference between LVIG and BBAG?

They also come from different issuers: Longview and JPMorgan. Their fees differ too: 0.34% for LVIG and 0.03% for BBAG.