VIS vs. BBMC

Last updated Jun 4, 2026

VIS (Vanguard Industrials ETF) and BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) are both exchange-traded funds - VIS is a Industrials Equities fund tracking the MSCI US Investable Market Industrials 25/50 Index, while BBMC is a Small Cap Growth Equities fund tracking the Morningstar US Mid Cap Target Market Exposure Extended Index. Both are passively managed. Over the past 5 years, VIS returned 12.60%/yr vs 8.32%/yr for BBMC. Their correlation of 0.88 suggests significant overlap in exposure. VIS charges 0.10%/yr vs 0.07%/yr for BBMC.

Performance

VIS vs. BBMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Industrials ETF (VIS) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VIS achieves a 14.63% return, which is significantly lower than BBMC's 16.66% return.

VIS

• 1D: -0.31%
• 1M: 2.27%
• YTD: 14.63%
• 6M: 15.23%
• 1Y: 26.72%
• 3Y*: 22.52%
• 5Y*: 12.60%
• 10Y*: 14.06%

BBMC

• 1D: -0.12%
• 1M: 4.96%
• YTD: 16.66%
• 6M: 16.84%
• 1Y: 33.04%
• 3Y*: 19.56%
• 5Y*: 8.32%
• 10Y*: —

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

VIS vs. BBMC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
VIS Vanguard Industrials ETF	14.63%	18.57%	16.85%	22.50%	-8.57%	20.80%	51.47%
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	16.66%	12.24%	15.15%	18.37%	-19.77%	17.64%	61.98%

Correlation

The correlation between VIS and BBMC is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (All Time) Calculated using the full available price history since Apr 16, 2020	0.88

The correlation between VIS and BBMC has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.

VIS vs. BBMC - Sectors Allocation Comparison

Sectors	VIS	BBMC
Industrials	89.4%	18.6%
Technology	4.5%	21.6%
Utilities	4.3%	2.6%
Consumer Cyclical	1.1%	11.5%
Financial Services	0.2%	10.6%
Energy	0.1%	3.1%
Basic Materials	0.1%	4.9%
Communication Services	0.0%	2.4%
Real Estate	0.0%	6.3%
Healthcare	0.0%	10.0%
Consumer Defensive	-	3.5%

Return for Risk

VIS vs. BBMC — Risk / Return Rank

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

VIS

VIS Risk / Return Rank: 46
VIS Sharpe Ratio Rank: 46
VIS Sortino Ratio Rank: 47
VIS Omega Ratio Rank: 43
VIS Calmar Ratio Rank: 43
VIS Martin Ratio Rank: 52

BBMC

BBMC Risk / Return Rank: 63
BBMC Sharpe Ratio Rank: 60
BBMC Sortino Ratio Rank: 60
BBMC Omega Ratio Rank: 56
BBMC Calmar Ratio Rank: 68
BBMC Martin Ratio Rank: 71

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.

VIS vs. BBMC - Risk-Adjusted Trends 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.

	VIS	BBMC	Difference
Sharpe ratio Return per unit of total volatility	1.64	2.04	-0.40
Sortino ratio Return per unit of downside risk	2.37	2.86	-0.49
Omega ratio Gain probability vs. loss probability	1.28	1.35	-0.07
Calmar ratio Return relative to maximum drawdown	2.18	3.41	-1.22
Martin ratio Return relative to average drawdown	9.06	13.41	-4.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VIS vs. BBMC - Sharpe Ratio Comparison

The current VIS Sharpe Ratio is 1.64, which is comparable to the BBMC Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of VIS and BBMC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VIS	BBMC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.64	2.04	-0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	0.41	+0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.69	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.85	-0.33

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.

Drawdown Indicators

	VIS	BBMC	Difference
Max Drawdown Largest peak-to-trough decline	-63.51%	-30.11%	-33.40%
Max Drawdown (1Y) Largest decline over 1 year	-12.29%	-9.75%	-2.54%
Max Drawdown (3Y) Largest decline over 3 years	-20.80%	-24.18%	+3.38%
Max Drawdown (5Y) Largest decline over 5 years	-22.96%	-30.11%	+7.15%
Max Drawdown (10Y) Largest decline over 10 years	-42.42%	—	—
Current Drawdown Current decline from peak	-1.22%	-0.12%	-1.10%
Average Drawdown Average peak-to-trough decline	-8.38%	-8.92%	+0.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.96%	2.47%	+0.49%

Volatility

VIS vs. BBMC - Volatility Comparison

Vanguard Industrials ETF (VIS) has a higher volatility of 5.15% compared to JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) at 4.72%. This indicates that VIS's price experiences larger fluctuations and is considered to be riskier than BBMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VIS	BBMC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.15%	4.72%	+0.43%
Volatility (6M) Calculated over the trailing 6-month period	13.47%	12.14%	+1.33%
Volatility (1Y) Calculated over the trailing 1-year period	16.42%	16.32%	+0.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.35%	20.59%	-2.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.43%	21.08%	-0.65%

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%.

Dividends

VIS vs. BBMC - Dividend Comparison

VIS's dividend yield for the trailing twelve months is around 0.89%, less than BBMC's 1.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	1.09%	1.25%	1.31%	1.36%	1.48%	0.87%	0.69%	0.00%	0.00%	0.00%	0.00%	0.00%
VIS Vanguard Industrials ETF	0.89%	1.01%	1.23%	1.36%	1.52%	1.11%	1.38%	1.68%	1.90%	1.60%	1.81%	1.94%

Frequently Asked Questions

Can I hold both VIS and BBMC in my portfolio?

VIS and BBMC have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VIS or BBMC?

VIS has higher volatility (5.15%) compared to BBMC (4.72%). In terms of maximum drawdown, VIS dropped -63.51% vs BBMC's -30.11%.

Which ETF is better, VIS or BBMC?

On 5-year performance, VIS leads with 12.60% vs 8.32% for BBMC. On fees, BBMC is cheaper at 0.07% per year. On volatility, BBMC has been the lower-risk option at 4.72%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, VIS or BBMC?

Over the 5-year period, VIS has performed better with a 12.60% return vs 8.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, VIS or BBMC?

BBMC is cheaper with a 0.07% expense ratio, compared with 0.10% for VIS.

Which ETF pays a higher dividend yield, VIS or BBMC?

BBMC has the higher dividend yield at 1.09%, compared with 0.89% for VIS.

What is the main difference between VIS and BBMC?

VIS is categorized as Industrials Equities, while BBMC is Small Cap Growth Equities. VIS tracks MSCI US Investable Market Industrials 25/50 Index, while BBMC tracks Morningstar US Mid Cap Target Market Exposure Extended Index. They also come from different issuers: Vanguard and JPMorgan. Their fees differ too: 0.10% for VIS and 0.07% for BBMC.

Which has better risk-adjusted returns?

BBMC currently has the higher Sharpe Ratio (2.04 vs 1.64), 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.