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BLV vs BBUS

Comparison between VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).

5-Year PerformanceBBUS has outperformed BLV, delivering a return of +12.7% compared to -3.6%

BLV vs BBUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BLV
$8.50B
BBUS
$8.40B
Expense Ratio
BLV
0.03%
Winner
BBUS
0.02%
Max Drawdown
BLV
46.31%
Winner
BBUS
35.35%
Sharpe Ratio
BLV
0.26
Winner
BBUS
1.50
5Y Beta
Winner
BLV
0.12
BBUS
0.98
P/E Ratio
BLV
N/A
BBUS
27.92
Forward P/E
BLV
N/A
BBUS
20.99
PEG Ratio
BLV
N/A
BBUS
0.39
5Y Dividends CAGR
BLV
-11.46%
Winner
BBUS
6.79%
5Y EPS CAGR
BLV
N/A
BBUS
28.20%
Debt to Equity
BLV
N/A
BBUS
40.91%
P/S Ratio
BLV
N/A
BBUS
3.52
P/B Ratio
BLV
N/A
BBUS
5.35

BLV vs BBUS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BLV
+1.80%
BBUS
-1.28%
3M
BLV
+1.84%
Winner
BBUS
+12.29%
6M
BLV
+0.87%
Winner
BBUS
+6.90%
1Y
BLV
+5.39%
Winner
BBUS
+23.10%
5Y(CAGR)
BLV
-3.62%
Winner
BBUS
+12.70%
10Y(CAGR)
BLV
+1.05%
BBUS
N/A
Max(CAGR)
BLV
+4.25%
Winner
BBUS
+15.77%

BLV vs BBUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBLVBBUS
2026+1.19%+7.65%
2025+6.29%+17.98%
2024-3.04%+25.63%
2023+6.00%+27.68%
2022-25.67%-19.87%
2021-2.55%+28.82%
2020+15.55%+19.58%
2019+18.60%+16.54%
2018-3.25%N/A
2017+10.31%N/A
2016+6.50%N/A
2015-4.71%N/A
2014+19.86%N/A
2013-8.08%N/A
2012+8.52%N/A
2011+22.81%N/A
2010+9.46%N/A
2009+2.41%N/A
2008+9.20%N/A
2007+6.27%N/A

BLV vs BBUS Drawdown Comparison

The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The current BLV drawdown is -23.61%. The current BBUS drawdown is -3.22%.

RankBLVBBUS
#1-38.28%
Aug 6, 2020 - Oct 19, 2023
-35.35%
Jan 16, 2020 - Aug 24, 2020
#2-20.04%
Mar 9, 2020 - Jul 7, 2020
-25.46%
Dec 29, 2021 - Dec 13, 2023
#3-14.49%
May 2, 2013 - Jul 21, 2014
-19.01%
Feb 19, 2025 - Jun 26, 2025
#4-12.71%
Sep 15, 2008 - Dec 11, 2008
-9.57%
Sep 2, 2020 - Nov 13, 2020
#5-12.37%
Jan 30, 2015 - Jun 3, 2016
-9.21%
Jan 12, 2026 - Apr 15, 2026
#6-12.13%
Jul 8, 2016 - Mar 22, 2019
-8.54%
Jul 16, 2024 - Sep 19, 2024
#7-11.20%
Dec 30, 2008 - Sep 2, 2009
-6.68%
May 3, 2019 - Jun 20, 2019
#8-10.32%
Aug 26, 2010 - Jul 29, 2011
-5.94%
Jul 26, 2019 - Oct 25, 2019
#9-5.97%
Aug 28, 2019 - Jan 27, 2020
-5.31%
Mar 28, 2024 - May 14, 2024
#10-5.84%
Jul 25, 2012 - May 1, 2013
-5.28%
Sep 3, 2021 - Oct 20, 2021
#11-5.61%
May 7, 2007 - Aug 31, 2007
-5.18%
Oct 29, 2025 - Dec 11, 2025
#12-5.31%
Sep 22, 2011 - Dec 19, 2011
-4.72%
Feb 12, 2021 - Mar 15, 2021
#13-5.13%
Jan 31, 2012 - May 4, 2012
-4.60%
Jun 2, 2026 - Jun 10, 2026
#14-5.13%
Oct 1, 2009 - Apr 27, 2010
-4.45%
Nov 18, 2021 - Dec 23, 2021
#15-4.93%
Mar 20, 2008 - Sep 10, 2008
-4.31%
Dec 6, 2024 - Jan 23, 2025

Correlation

Correlation between BLV and BBUS is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41
-101

Dividend Comparison (2007 - 2026)

BLV vs BBUS dividend yield comparison.

YearBLVBBUS
20261.99%0.48%
20254.67%1.07%
20245.09%1.21%
20234.06%1.38%
20224.17%1.57%
20213.37%1.11%
20206.12%1.43%
20193.57%1.37%
20184.07%0.00%
20173.63%0.00%
20164.16%0.00%
20154.37%0.00%
20143.88%0.00%
20134.85%0.00%
20125.66%0.00%
20115.11%0.00%
20105.85%0.00%
20095.26%0.00%
20084.99%0.00%
20073.57%0.00%

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