BASG vs. BBUS

Last updated Jun 4, 2026

BASG (Brown Advisory Sustainable Growth ETF) and BBUS (JP Morgan Betabuilders U.S. Equity ETF) are both Large Cap Growth Equities funds. Their correlation of 0.85 suggests significant overlap in exposure. BASG charges 0.61%/yr vs 0.02%/yr for BBUS.

Performance

BASG vs. BBUS - Performance Comparison

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

Returns By Period

In the year-to-date period, BASG achieves a 4.35% return, which is significantly lower than BBUS's 10.60% return.

BASG

• 1D: -1.72%
• 1M: 7.15%
• YTD: 4.35%
• 6M: 3.51%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 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)

BASG vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025
BASG Brown Advisory Sustainable Growth ETF	4.35%	2.10%
BBUS JP Morgan Betabuilders U.S. Equity ETF	10.60%	14.02%

Correlation

The correlation between BASG and BBUS is 0.85, 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 17, 2025	0.85

Return for Risk

BASG vs. BBUS — Risk / Return Rank

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

BBUS

BBUS Risk / Return Rank: 68
BBUS Sharpe Ratio Rank: 70
BBUS Sortino Ratio Rank: 68
BBUS Omega Ratio Rank: 68
BBUS Calmar Ratio Rank: 60
BBUS Martin Ratio Rank: 72

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.

BASG vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth ETF (BASG) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BASG	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.33	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.84	-0.42

Drawdowns

BASG vs. BBUS - Drawdown Comparison

The maximum BASG drawdown since its inception was -19.30%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for BASG and BBUS.

Drawdown Indicators

	BASG	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-19.30%	-35.35%	+16.05%
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 Drawdown Current decline from peak	-1.98%	-0.74%	-1.24%
Average Drawdown Average peak-to-trough decline	-5.84%	-5.46%	-0.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	BASG	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.88%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.65%	11.87%	+4.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.65%	17.03%	-0.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.65%	19.59%	-2.94%

BASG vs. BBUS - Expense Ratio Comparison

BASG has a 0.61% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

BASG vs. BBUS - Dividend Comparison

BASG has not paid dividends to shareholders, while BBUS's dividend yield for the trailing twelve months is around 0.98%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BASG Brown Advisory Sustainable Growth ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BBUS JP Morgan Betabuilders U.S. Equity ETF	0.98%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%

Frequently Asked Questions

Can I hold both BASG and BBUS in my portfolio?

BASG and BBUS have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BASG or BBUS?

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.

Which ETF is cheaper, BASG or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.61% for BASG.

Which ETF pays a higher dividend yield, BASG or BBUS?

BBUS has the higher dividend yield at 0.98%, compared with 0.00% for BASG.

What is the main difference between BASG and BBUS?

They also come from different issuers: Brown Advisory and JPMorgan. Their fees differ too: 0.61% for BASG and 0.02% for BBUS.