JP Morgan Betabuilders U.S. Equity ETF (BBUS)
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
| ISIN | US46641Q3992 |
|---|---|
| CUSIP | 46641Q399 |
| Issuer | JPMorgan Chase |
| Inception Date | Mar 12, 2019 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | Morningstar US Target Market Exposure Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
BBUS has an expense ratio of 0.02%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: BBUS vs. VOO, BBUS vs. VTI, BBUS vs. SPTM, BBUS vs. SCHK, BBUS vs. SCHD, BBUS vs. IVV, BBUS vs. TQQQ, BBUS vs. QQQ, BBUS vs. SCHA, BBUS vs. SPDW
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JP Morgan Betabuilders U.S. Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JP Morgan Betabuilders U.S. Equity ETF had a return of 26.91% year-to-date (YTD) and 35.30% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.91% | 25.48% |
| 1 month | 2.39% | 2.14% |
| 6 months | 13.68% | 12.76% |
| 1 year | 35.30% | 33.14% |
| 5 years (annualized) | 15.73% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of BBUS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.61% | 5.28% | 3.04% | -4.01% | 4.76% | 3.68% | 1.22% | 2.46% | 2.09% | -0.79% | 26.91% | ||
| 2023 | 6.43% | -2.39% | 3.58% | 1.32% | 0.82% | 6.50% | 3.56% | -1.71% | -4.67% | -2.27% | 9.43% | 4.70% | 27.20% |
| 2022 | -5.70% | -2.92% | 3.68% | -9.14% | -0.19% | -8.32% | 9.24% | -3.92% | -9.20% | 7.90% | 5.33% | -5.77% | -19.47% |
| 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% | 27.13% |
| 2020 | 0.27% | -7.18% | -13.67% | 12.99% | 5.07% | 2.21% | 5.87% | 7.67% | -3.92% | -2.55% | 11.66% | 3.87% | 20.69% |
| 2019 | 0.89% | 4.04% | -6.30% | 6.89% | 1.63% | -1.77% | 1.86% | 2.00% | 3.91% | 2.87% | 16.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BBUS is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JP Morgan Betabuilders U.S. Equity ETF provided a 1.18% dividend yield over the last twelve months, with an annual payout of $1.28 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $1.28 | $1.19 | $1.08 | $0.96 | $0.98 | $0.79 |
Dividend yield | 1.18% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% |
Monthly Dividends
The table displays the monthly dividend distributions for JP Morgan Betabuilders U.S. Equity ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.87 | |
| 2023 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.41 | $1.19 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 | $1.08 |
| 2021 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.31 | $0.96 |
| 2020 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.29 | $0.98 |
| 2019 | $0.27 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $0.79 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the JP Morgan Betabuilders U.S. Equity ETF. 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 JP Morgan Betabuilders U.S. Equity ETF was 35.35%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current JP Morgan Betabuilders U.S. Equity ETF drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.35% | Jan 17, 2020 | 45 | Mar 23, 2020 | 107 | Aug 24, 2020 | 152 |
| -25.46% | Dec 30, 2021 | 198 | Oct 12, 2022 | 294 | Dec 13, 2023 | 492 |
| -9.56% | Sep 3, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -8.54% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -6.68% | May 6, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
Volatility
Volatility Chart
The current JP Morgan Betabuilders U.S. Equity ETF volatility is 3.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.