VTHR vs. BBUS

Last updated Jun 24, 2026

VTHR (Vanguard Russell 3000 ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds - VTHR tracks the Russell 3000 Index while BBUS tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, VTHR returned 11.91%/yr vs 12.52%/yr for BBUS. With a 0.98 correlation, they move nearly in lockstep. VTHR charges 0.06%/yr vs 0.02%/yr for BBUS.

Performance

VTHR vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 3000 ETF (VTHR) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VTHR achieves a 8.70% return, which is significantly higher than BBUS's 7.57% return.

VTHR

• 1D: -1.34%
• 1M: -0.78%
• YTD: 8.70%
• 6M: 7.51%
• 1Y: 23.90%
• 3Y*: 20.48%
• 5Y*: 11.91%
• 10Y*: 15.06%

BBUS

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

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

VTHR vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
VTHR Vanguard Russell 3000 ETF	8.70%	16.99%	23.57%	25.92%	-19.20%	25.49%	20.93%	16.44%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	7.57%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.26%

Correlation

The correlation between VTHR and BBUS 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	0.98

The correlation between VTHR and BBUS has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

VTHR vs. BBUS - Sectors Allocation Comparison

Sectors	VTHR	BBUS
Technology	36.5%	38.1%
Financial Services	11.4%	11.2%
Communication Services	10.0%	10.0%
Consumer Cyclical	9.9%	9.1%
Industrials	9.2%	7.4%
Healthcare	8.9%	8.0%
Consumer Defensive	4.3%	4.4%
Energy	3.4%	3.0%
Real Estate	2.3%	1.7%
Utilities	2.1%	2.6%
Basic Materials	2.0%	1.2%

Return for Risk

VTHR vs. BBUS — Risk / Return Rank

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

VTHR

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

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

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.

VTHR vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 ETF (VTHR) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). 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.

	VTHR	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	1.87	1.82	+0.05
Sortino ratio: Return per unit of downside risk	2.58	2.48	+0.10
Omega ratio: Gain probability vs. loss probability	1.33	1.33	0.00
Calmar ratio: Return relative to maximum drawdown	2.69	2.49	+0.21
Martin ratio: Return relative to average drawdown	11.99	10.97	+1.02

VTHR vs. BBUS - Sharpe Ratio Comparison

The current VTHR Sharpe Ratio is 1.87, which is comparable to the BBUS Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of VTHR and BBUS, 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

VTHR vs. BBUS - Drawdown Comparison

The maximum VTHR drawdown since its inception was -34.61%, roughly equal to the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for VTHR and BBUS.

Drawdown Indicators

	VTHR	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-34.61%	-35.35%	+0.74%
Max Drawdown (1Y) Largest decline over 1 year	-8.91%	-9.21%	+0.30%
Max Drawdown (3Y) Largest decline over 3 years	-19.36%	-19.01%	-0.35%
Max Drawdown (5Y) Largest decline over 5 years	-25.06%	-25.46%	+0.40%
Max Drawdown (10Y) Largest decline over 10 years	-34.61%	—	—
Current Drawdown Current decline from peak	-2.70%	-3.47%	+0.77%
Average Drawdown Average peak-to-trough decline	-4.03%	-5.43%	+1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	2.08%	-0.08%

Volatility

VTHR vs. BBUS - Volatility Comparison

Vanguard Russell 3000 ETF (VTHR) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS) have volatilities of 4.78% and 5.00%, 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

	VTHR	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.78%	5.00%	-0.22%
Volatility (6M) Calculated over the trailing 6-month period	10.12%	9.95%	+0.17%
Volatility (1Y) Calculated over the trailing 1-year period	12.87%	12.59%	+0.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.39%	17.14%	+0.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.86%	19.59%	-1.73%

VTHR vs. BBUS - Expense Ratio Comparison

VTHR has a 0.06% expense ratio, which is higher than BBUS's 0.02% 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

VTHR vs. BBUS - Dividend Comparison

VTHR's dividend yield for the trailing twelve months is around 1.05%, more than BBUS's 1.01% 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%
VTHR Vanguard Russell 3000 ETF	1.05%	1.08%	1.19%	1.47%	1.52%	1.16%	1.37%	1.65%	1.89%	1.63%	1.82%	1.84%

Frequently Asked Questions

Can I hold both VTHR and BBUS in my portfolio?

With a correlation of 0.99, VTHR and BBUS 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, VTHR or BBUS?

BBUS has higher volatility (5.00%) compared to VTHR (4.78%). In terms of maximum drawdown, VTHR dropped -34.61% vs BBUS's -35.35%.

Which ETF is better, VTHR or BBUS?

On 5-year performance, BBUS leads with 12.52% vs 11.91% for VTHR. On fees, BBUS is cheaper at 0.02% per year. On volatility, VTHR has been the lower-risk option at 4.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, VTHR or BBUS?

Over the 5-year period, BBUS has performed better with a 12.52% return vs 11.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, VTHR or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.06% for VTHR.

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

VTHR has the higher dividend yield at 1.05%, compared with 1.01% for BBUS.

What is the main difference between VTHR and BBUS?

VTHR tracks Russell 3000 Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Vanguard and JPMorgan. Their fees differ too: 0.06% for VTHR and 0.02% for BBUS.

Which has better risk-adjusted returns?

VTHR currently has the higher Sharpe Ratio (1.87 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.