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JP Morgan Betabuilders U.S. Equity ETF (BBUS)

ETF · Currency in USD · Last updated Dec 8, 2022

BBUS is a passive ETF by JPMorgan Chase tracking the investment results of the Morningstar US Target Market Exposure Index. BBUS launched on Mar 12, 2019 and has a 0.02% expense ratio.

ETF Info

ISINUS46641Q3992
CUSIP46641Q399
IssuerJPMorgan Chase
Inception DateMar 12, 2019
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities
Expense Ratio0.02%
Index TrackedMorningstar US Target Market Exposure Index
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Trading Data

Previous Close$70.54
Year Range$64.12 - $86.03
EMA (50)$70.06
EMA (200)$73.10
Average Volume$109.54K

BBUSShare Price Chart


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BBUSPerformance

The chart shows the growth of $10,000 invested in JP Morgan Betabuilders U.S. Equity ETF in Mar 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,740 for a total return of roughly 47.40%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-1.59%
-2.09%
BBUS (JP Morgan Betabuilders U.S. Equity ETF)
Benchmark (^GSPC)

BBUSCompare to other instruments

Search for stocks, ETFs, and funds to compare with BBUS

Popular comparisons: BBUS vs. SPTM, BBUS vs. VOO, BBUS vs. VTI, BBUS vs. SCHD

BBUSReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M4.44%4.33%
6M-4.93%-5.45%
YTD-17.55%-17.46%
1Y-14.40%-14.32%
5Y10.93%9.40%
10Y10.93%9.40%

BBUSMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-5.70%-2.92%3.68%-9.14%-0.19%-8.32%9.24%-3.92%-9.20%7.90%5.33%-3.53%
2021-0.67%2.49%4.20%5.25%0.50%2.64%2.23%2.89%-4.72%6.81%-0.94%4.11%
20200.27%-7.17%-13.67%12.99%5.07%2.21%5.87%7.67%-3.92%-2.55%11.67%3.87%
20190.89%4.04%-6.30%6.89%1.63%-1.77%1.86%2.00%3.91%2.87%

BBUSSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current JP Morgan Betabuilders U.S. Equity ETF Sharpe ratio is -0.66. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.20JulyAugustSeptemberOctoberNovemberDecember
-0.66
-0.67
BBUS (JP Morgan Betabuilders U.S. Equity ETF)
Benchmark (^GSPC)

BBUSDividend History

JP Morgan Betabuilders U.S. Equity ETF granted a 1.45% dividend yield in the last twelve months. The annual payout for that period amounted to $1.02 per share.


PeriodTTM202120202019
Dividend$1.02$0.96$0.98$0.79

Dividend yield

1.45%1.12%1.46%1.42%

BBUSDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
-18.00%
-17.98%
BBUS (JP Morgan Betabuilders U.S. Equity ETF)
Benchmark (^GSPC)

BBUSWorst Drawdowns

The table below shows the maximum drawdowns of the JP Morgan Betabuilders U.S. Equity ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the JP Morgan Betabuilders U.S. Equity ETF is 35.35%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.35%Jan 17, 202045Mar 23, 2020107Aug 24, 2020152
-25.46%Dec 30, 2021198Oct 12, 2022
-9.56%Sep 3, 202014Sep 23, 202037Nov 13, 202051
-6.68%May 6, 201920Jun 3, 201913Jun 20, 201933
-5.94%Jul 29, 20196Aug 5, 201958Oct 25, 201964
-5.28%Sep 7, 202120Oct 4, 202112Oct 20, 202132
-4.72%Feb 16, 202113Mar 4, 20217Mar 15, 202120
-4.45%Nov 19, 20218Dec 1, 202116Dec 23, 202124
-4.05%May 10, 20213May 12, 202116Jun 4, 202119
-3.47%Jan 21, 20217Jan 29, 20214Feb 4, 202111

BBUSVolatility Chart

Current JP Morgan Betabuilders U.S. Equity ETF volatility is 23.36%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
23.36%
22.83%
BBUS (JP Morgan Betabuilders U.S. Equity ETF)
Benchmark (^GSPC)