VIS vs. BBMC
Compare and contrast key facts about Vanguard Industrials ETF (VIS) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC).
VIS and BBMC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIS is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. It was launched on Sep 23, 2004. BBMC is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index. It was launched on Apr 14, 2020. Both VIS and BBMC 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: VIS or BBMC.
Key characteristics
| VIS | BBMC | |
|---|---|---|
| YTD Return | 25.77% | 20.81% |
| 1Y Return | 42.09% | 40.24% |
| 3Y Return (Ann) | 11.51% | 3.03% |
| Sharpe Ratio | 2.89 | 2.34 |
| Sortino Ratio | 4.03 | 3.25 |
| Omega Ratio | 1.51 | 1.40 |
| Calmar Ratio | 5.63 | 1.78 |
| Martin Ratio | 19.36 | 12.50 |
| Ulcer Index | 2.18% | 3.22% |
| Daily Std Dev | 14.58% | 17.18% |
| Max Drawdown | -63.51% | -30.11% |
| Current Drawdown | -1.04% | -0.94% |
Correlation
The correlation between VIS and BBMC is 0.87, 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
VIS vs. BBMC - Performance Comparison
In the year-to-date period, VIS achieves a 25.77% return, which is significantly higher than BBMC's 20.81% return. 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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VIS vs. BBMC - Expense Ratio Comparison
VIS has a 0.10% expense ratio, which is higher than BBMC's 0.07% 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
VIS vs. BBMC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC). 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
VIS vs. BBMC - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 1.16%, more than BBMC's 1.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 1.16% | 1.36% | 1.52% | 1.11% | 1.38% | 1.69% | 1.91% | 1.60% | 1.81% | 1.94% | 1.57% | 1.06% |
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.13% | 1.36% | 1.48% | 0.87% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIS vs. BBMC - Drawdown Comparison
The maximum VIS drawdown since its inception was -63.51%, which is greater than BBMC's maximum drawdown of -30.11%. Use the drawdown chart below to compare losses from any high point for VIS and BBMC. For additional features, visit the drawdowns tool.
Volatility
VIS vs. BBMC - Volatility Comparison
Vanguard Industrials ETF (VIS) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) have volatilities of 5.37% and 5.32%, 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.