VTES vs BBMC
Comparison between VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTES, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).
VTES vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTES
$1.80B
Winner
BBMC
$1.90B
Expense Ratio
Winner
VTES
0.05%
BBMC
0.07%
Max Drawdown
Winner
VTES
3.63%
BBMC
30.54%
Sharpe Ratio
VTES
0.20
Winner
BBMC
1.70
5Y Beta
Winner
VTES
0.01
BBMC
1.03
P/E Ratio
VTES
N/A
BBMC
32.42
Forward P/E
VTES
N/A
BBMC
17.30
5Y Dividends CAGR
VTES
N/A
BBMC
20.05%
5Y EPS CAGR
VTES
N/A
BBMC
10.04%
Debt to Equity
VTES
N/A
BBMC
40.30%
P/S Ratio
VTES
N/A
BBMC
1.71
P/B Ratio
VTES
N/A
BBMC
2.71
VTES vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
VTES
-0.00%
Winner
BBMC
+6.10%
3M
VTES
-0.56%
Winner
BBMC
+4.81%
6M
VTES
+0.97%
Winner
BBMC
+16.71%
1Y
VTES
+4.01%
Winner
BBMC
+33.94%
5Y(CAGR)
VTES
N/A
BBMC
+7.74%
Max(CAGR)
VTES
+3.08%
Winner
BBMC
+17.48%
VTES vs BBMC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | VTES | BBMC |
|---|---|---|
| 2026 | +0.37% | +12.01% |
| 2025 | +4.08% | +12.44% |
| 2024 | +2.02% | +15.88% |
| 2023 | +3.32% | +19.07% |
| 2022 | N/A | -20.05% |
| 2021 | N/A | +19.73% |
| 2020 | N/A | +61.97% |
VTES vs BBMC Drawdown Comparison
The maximum drawdown for VTES was -2.42%, occurring on Oct 3, 2023. Recovery took 160 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current VTES drawdown is -0.86%. The current BBMC drawdown is -0.81%.
| Rank | VTES | BBMC |
|---|---|---|
| #1 | -2.42% Apr 12, 2023 - Nov 29, 2023 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -1.59% Apr 4, 2025 - Jun 11, 2025 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -1.47% Feb 27, 2026 - Mar 24, 2026 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -1.04% Mar 8, 2024 - Jul 8, 2024 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -0.82% Dec 6, 2024 - Feb 4, 2025 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -0.78% Feb 28, 2025 - Apr 4, 2025 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -0.78% Oct 2, 2024 - Nov 29, 2024 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -0.55% Dec 29, 2023 - Feb 1, 2024 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -0.50% Sep 16, 2025 - Dec 18, 2025 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -0.43% Feb 1, 2024 - Mar 6, 2024 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -0.31% Mar 17, 2023 - Mar 22, 2023 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -0.22% Feb 5, 2025 - Feb 21, 2025 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -0.19% Aug 6, 2024 - Aug 14, 2024 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -0.15% Aug 13, 2025 - Aug 22, 2025 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -0.15% Jan 16, 2026 - Jan 23, 2026 | -4.15% Apr 17, 2020 - Apr 27, 2020 |
Correlation
Correlation between VTES and BBMC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
VTES vs BBMC dividend yield comparison.
| Year | VTES | BBMC |
|---|---|---|
| 2026 | 0.90% | 0.19% |
| 2025 | 2.77% | 1.25% |
| 2024 | 2.99% | 1.31% |
| 2023 | 2.03% | 1.36% |
| 2022 | 0.00% | 1.48% |
| 2021 | 0.00% | 0.87% |
| 2020 | 0.00% | 0.69% |
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