AFOS vs. BBUS
AFOS (ARS Focused Opportunities Strategy ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds. Their correlation of 0.84 suggests significant overlap in exposure. AFOS charges 0.45%/yr vs 0.02%/yr for BBUS.
Performance
AFOS vs. BBUS - Performance Comparison
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Returns By Period
In the year-to-date period, AFOS achieves a 31.60% return, which is significantly higher than BBUS's 7.57% return.
AFOS
- 1D
- -3.79%
- 1M
- 4.43%
- YTD
- 31.60%
- 6M
- 30.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS
- 1D
- -1.68%
- 1M
- -1.53%
- YTD
- 7.57%
- 6M
- 6.62%
- 1Y
- 22.78%
- 3Y*
- 20.70%
- 5Y*
- 12.52%
- 10Y*
- —
AFOS vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 31.60% | 37.10% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 7.57% | 12.85% |
Correlation
The correlation between AFOS and BBUS is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.84 |
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Return for Risk
AFOS vs. BBUS — Risk / Return Rank
AFOS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS
AFOS vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARS Focused Opportunities Strategy ETF (AFOS) and JPMorgan 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.
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.
| AFOS | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.49 | — |
| Martin ratioReturn relative to average drawdown | — | 10.97 | — |
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Drawdowns
AFOS vs. BBUS - Drawdown Comparison
The maximum AFOS drawdown since its inception was -11.52%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for AFOS and BBUS.
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Drawdown Indicators
| AFOS | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.52% | -35.35% | +23.83% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.21% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.46% | — |
Current DrawdownCurrent decline from peak | -3.79% | -3.47% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -1.42% | -5.43% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.08% | — |
Volatility
AFOS vs. BBUS - Volatility Comparison
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Volatility by Period
| AFOS | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.52% | 12.59% | +8.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.52% | 17.14% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 19.59% | +1.93% |
AFOS vs. BBUS - Expense Ratio Comparison
AFOS has a 0.45% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
AFOS vs. BBUS - Dividend Comparison
AFOS's dividend yield for the trailing twelve months is around 0.23%, less than BBUS's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 0.23% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.01% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
Frequently Asked Questions
AFOS and BBUS have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS is cheaper with a 0.02% expense ratio, compared with 0.45% for AFOS.
BBUS has the higher dividend yield at 1.01%, compared with 0.23% for AFOS.
They also come from different issuers: ARS Investment Partners and JPMorgan. Their fees differ too: 0.45% for AFOS and 0.02% for BBUS.
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