- Issuer
- JPMorgan
- Inception Date
- Apr 3, 2019
- Region
- North America (United States)
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Morningstar US Target Market Exposure Index
- Domicile
- Ireland
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BBUD.L Performance Chart
JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) is up 9.9% since the beginning of the year. BBUD.L is currently trading at $65 per share. Investors who bought $1,000 worth of BBUD.L shares 5 years ago would now be looking at an investment worth $1,799.
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Returns By Period
JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) has returned 9.91% so far this year and 21.06% over the past 12 months.
JPM BetaBuilders US Equity UCITS ETF - USD (dist)
- 1D
- 0.06%
- 1M
- 0.07%
- 6M
- 9.53%
- YTD
- 9.91%
- 1Y
- 21.06%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
BBUD.L Monthly Returns History
Based on dividend-adjusted daily data since Apr 3, 2019, BBUD.L's average daily return is +0.06%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +11.6%, while the worst month was Feb 2020 at -9.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BBUD.L closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, while the worst single day was Mar 12, 2020 at -9.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.50% | -1.05% | -6.18% | 11.59% | 5.88% | -1.32% | 1.05% | 9.91% | |||||
| 2025 | 3.42% | -4.04% | -5.67% | -0.41% | 7.39% | 5.00% | 3.36% | 1.15% | 3.04% | 2.94% | -0.10% | 0.81% | 17.41% |
| 2024 | 2.02% | 4.13% | 3.44% | -3.18% | 2.49% | 5.64% | 0.56% | 1.55% | 2.49% | 0.13% | 5.62% | -1.86% | 25.12% |
| 2023 | 5.89% | -1.29% | 2.49% | 1.54% | 0.75% | 6.85% | 3.46% | -1.23% | -4.41% | -3.45% | 9.45% | 5.59% | 27.64% |
| 2022 | -7.10% | -1.34% | 4.66% | -8.29% | -2.67% | -8.05% | 8.12% | -2.46% | -7.79% | 5.79% | 1.94% | -3.07% | -19.95% |
| 2021 | 0.23% | 2.35% | 3.77% | 5.24% | 0.73% | 2.30% | 2.46% | 2.90% | -3.71% | 5.33% | -0.30% | 3.70% | 27.63% |
Benchmark Metrics
JPM BetaBuilders US Equity UCITS ETF - USD (dist) has an annualized alpha of 8.18%, beta of 0.52, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since April 03, 2019.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.93%) than losses (93.97%) - typical of diversified or defensive assets.
- Beta of 0.52 may look defensive, but with R2 of 0.34 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.34 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 8.18%
- Beta
- 0.52
- R²
- 0.34
- Upside Capture
- 98.93%
- Downside Capture
- 93.97%
Expense Ratio
BBUD.L has an expense ratio of 0.05%, which is considered low.
Return for Risk
Risk / Return Rank
BBUD.L ranks 67 for risk / return — better than 67% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) and compare them to S&P 500 Index.
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.
| BBUD.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.35 | +0.11 |
| Martin ratioReturn relative to average drawdown | 10.00 | 10.19 | -0.19 |
Dividends
Dividend History
JPM BetaBuilders US Equity UCITS ETF - USD (dist) provided a 1.10% dividend yield over the last twelve months, with an annual payout of $0.72 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.72 | $0.66 | $0.52 | $0.54 | $0.49 | $0.40 | $0.45 | $0.21 |
Dividend yield | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% |
Monthly Dividends
The table displays the monthly dividend distributions for JPM BetaBuilders US Equity UCITS ETF - USD (dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.15 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.21 | $0.43 | |||||
| 2025 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.66 |
| 2024 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.52 |
| 2023 | $0.16 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.54 |
| 2022 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.49 |
| 2021 | $0.17 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPM BetaBuilders US Equity UCITS ETF - USD (dist). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPM BetaBuilders US Equity UCITS ETF - USD (dist) was 34.19%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current JPM BetaBuilders US Equity UCITS ETF - USD (dist) drawdown is 0.66%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-34.19%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 | COVID crash2020 |
-25.33%Oct 2022 | 9mo 15d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 | Bear market2022 |
-19.33%Apr 2025 | 1mo 18d | 2mo 20d | 4mo 8dFeb 2025 - Jun 2025 | 2025 selloff2025 |
-8.61%Mar 2026 | 2mo | 16d | 2mo 16dJan 2026 - Apr 2026 | — |
-8.53%Sep 2020 | 18d | 1mo 19d | 2mo 7dSep 2020 - Nov 2020 | — |
Drawdown Indicators
| BBUD.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -56.78% | +22.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -9.10% | +0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -18.90% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | -25.43% | +0.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.66% | -0.49% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -10.70% | +5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.09% | +0.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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