BBAG vs. BBUS
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
BBAG and BBUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018. BBUS is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. Both BBAG and BBUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBAG vs. BBUS - Performance Comparison
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BBAG vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.11% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 6.68% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | -4.74% | 17.77% | 24.89% | 27.20% | -19.46% | 27.13% | 20.69% | 16.53% |
Returns By Period
In the year-to-date period, BBAG achieves a 0.11% return, which is significantly higher than BBUS's -4.74% return.
BBAG
- 1D
- 0.30%
- 1M
- -1.73%
- YTD
- 0.11%
- 6M
- 1.03%
- 1Y
- 4.51%
- 3Y*
- 3.61%
- 5Y*
- 0.15%
- 10Y*
- —
BBUS
- 1D
- 2.93%
- 1M
- -4.99%
- YTD
- -4.74%
- 6M
- -2.34%
- 1Y
- 17.47%
- 3Y*
- 18.31%
- 5Y*
- 11.24%
- 10Y*
- —
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BBAG vs. BBUS - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is higher than BBUS's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BBAG vs. BBUS — Risk / Return Rank
BBAG
BBUS
BBAG vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) 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.
| BBAG | BBUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.96 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.47 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.50 | +0.31 |
Martin ratioReturn relative to average drawdown | 4.90 | 7.00 | -2.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBAG | BBUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.96 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.66 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.73 | -0.40 |
Correlation
The correlation between BBAG and BBUS is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BBAG vs. BBUS - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.32%, more than BBUS's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.32% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.14% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% | 0.00% |
Drawdowns
BBAG vs. BBUS - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.73%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for BBAG and BBUS.
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Drawdown Indicators
| BBAG | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.73% | -35.35% | +16.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -12.12% | +9.51% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -25.46% | +7.40% |
Current DrawdownCurrent decline from peak | -2.90% | -6.54% | +3.64% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -5.57% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 2.59% | -1.63% |
Volatility
BBAG vs. BBUS - Volatility Comparison
The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is 1.83%, while JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a volatility of 5.35%. This indicates that BBAG experiences smaller price fluctuations and is considered to be less risky 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
| BBAG | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 5.35% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 9.52% | -6.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 18.33% | -13.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 17.04% | -11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 19.75% | -13.91% |