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ACSI vs. BBUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACSI vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Customer Satisfaction ETF (ACSI) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACSI achieves a 9.66% return, which is significantly lower than BBUS's 10.60% return.


ACSI

1D
-0.92%
1M
5.55%
YTD
9.66%
6M
9.77%
1Y
18.71%
3Y*
18.51%
5Y*
9.12%
10Y*

BBUS

1D
-0.74%
1M
5.12%
YTD
10.60%
6M
10.47%
1Y
27.47%
3Y*
22.46%
5Y*
13.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACSI vs. BBUS - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ACSI
American Customer Satisfaction ETF
9.66%10.70%22.51%21.06%-20.93%23.33%22.93%10.80%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
10.60%17.77%24.89%27.20%-19.46%27.13%20.69%16.53%

Correlation

The correlation between ACSI and BBUS is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.85

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Mar 14, 2019

0.89

The correlation between ACSI and BBUS shifts across timeframes, from 0.78 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.

ACSI vs. BBUS - Sectors Allocation Comparison


Sectors
ACSI
BBUS

Consumer Cyclical

24.2%
9.4%

Communication Services

15.4%
10.8%

Technology

12.5%
37.1%

Consumer Defensive

12.4%
4.5%

Financial Services

9.6%
10.8%

Healthcare

8.5%
8.1%

Industrials

7.3%
7.2%

Utilities

3.9%
2.6%

Energy

3.4%
3.2%

Basic Materials

-

1.2%

Real Estate

-

1.7%

Consumer Cyclical

ACSI
24.2%
BBUS
9.4%

Communication Services

ACSI
15.4%
BBUS
10.8%

Technology

ACSI
12.5%
BBUS
37.1%

Consumer Defensive

ACSI
12.4%
BBUS
4.5%

Financial Services

ACSI
9.6%
BBUS
10.8%

Healthcare

ACSI
8.5%
BBUS
8.1%

Industrials

ACSI
7.3%
BBUS
7.2%

Utilities

ACSI
3.9%
BBUS
2.6%

Energy

ACSI
3.4%
BBUS
3.2%

Basic Materials

ACSI

-

BBUS
1.2%

Real Estate

ACSI

-

BBUS
1.7%

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Return for Risk

ACSI vs. BBUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACSI
ACSI Risk / Return Rank: 4848
Overall Rank
ACSI Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 4646
Sortino Ratio Rank
ACSI Omega Ratio Rank: 4444
Omega Ratio Rank
ACSI Calmar Ratio Rank: 4949
Calmar Ratio Rank
ACSI Martin Ratio Rank: 5454
Martin Ratio Rank

BBUS
BBUS Risk / Return Rank: 6868
Overall Rank
BBUS Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BBUS Sortino Ratio Rank: 6868
Sortino Ratio Rank
BBUS Omega Ratio Rank: 6868
Omega Ratio Rank
BBUS Calmar Ratio Rank: 6060
Calmar Ratio Rank
BBUS Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACSI vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Customer Satisfaction ETF (ACSI) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ACSIBBUSDifference
Sharpe ratioReturn per unit of total volatility

-0.70

Sortino ratioReturn per unit of downside risk

-0.87

Omega ratioGain probability vs. loss probability

1.29

1.42

-0.13

Calmar ratioReturn relative to maximum drawdown

2.42

3.00

-0.58

Martin ratioReturn relative to average drawdown

9.45

13.76

-4.30

ACSI vs. BBUS - Sharpe Ratio Comparison

The current ACSI Sharpe Ratio is 1.63, which is lower than the BBUS Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of ACSI and BBUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ACSIBBUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.63

2.33

-0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.79

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.84

-0.09

Drawdowns

ACSI vs. BBUS - Drawdown Comparison

The maximum ACSI drawdown since its inception was -34.49%, roughly equal to the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for ACSI and BBUS.


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Drawdown Indicators


ACSIBBUSDifference

Max Drawdown

Largest peak-to-trough decline

-34.49%

-35.35%

+0.86%

Max Drawdown (1Y)

Largest decline over 1 year

-7.76%

-9.21%

+1.45%

Max Drawdown (3Y)

Largest decline over 3 years

-15.27%

-19.01%

+3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-24.86%

-25.46%

+0.60%

Current Drawdown

Current decline from peak

-2.38%

-0.74%

-1.64%

Average Drawdown

Average peak-to-trough decline

-5.39%

-5.46%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.98%

2.00%

-0.02%

Volatility

ACSI vs. BBUS - Volatility Comparison

American Customer Satisfaction ETF (ACSI) has a higher volatility of 4.16% compared to JP Morgan Betabuilders U.S. Equity ETF (BBUS) at 2.88%. This indicates that ACSI's price experiences larger fluctuations and is considered to be riskier than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACSIBBUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.16%

2.88%

+1.28%

Volatility (6M)

Calculated over the trailing 6-month period

8.88%

8.96%

-0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

11.56%

11.87%

-0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.66%

17.03%

-0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.43%

19.59%

-2.16%

ACSI vs. BBUS - Expense Ratio Comparison

ACSI has a 0.66% expense ratio, which is higher than BBUS's 0.02% expense ratio.


Dividends

ACSI vs. BBUS - Dividend Comparison

ACSI's dividend yield for the trailing twelve months is around 0.83%, less than BBUS's 0.98% yield.


PositionTTM2025202420232022202120202019201820172016
ACSI
American Customer Satisfaction ETF
0.83%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
0.98%1.07%1.21%1.38%1.57%1.11%1.43%1.37%0.00%0.00%0.00%

Frequently Asked Questions


ACSI and BBUS have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACSI has higher volatility (4.16%) compared to BBUS (2.88%). In terms of maximum drawdown, ACSI dropped -34.49% vs BBUS's -35.35%.

On 5-year performance, BBUS leads with 13.43% vs 9.12% for ACSI. On fees, BBUS is cheaper at 0.02% per year. On volatility, BBUS has been the lower-risk option at 2.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBUS has performed better with a 13.43% return vs 9.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBUS is cheaper with a 0.02% expense ratio, compared with 0.66% for ACSI.

BBUS has the higher dividend yield at 0.98%, compared with 0.83% for ACSI.

ACSI tracks American Customer Satisfaction Investable Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Exponential ETFs and JPMorgan. Their fees differ too: 0.66% for ACSI and 0.02% for BBUS.

BBUS currently has the higher Sharpe Ratio (2.33 vs 1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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