BBAG vs. CRUX

Last updated Jun 3, 2026

BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) and CRUX (Columbia Core Bond ETF) are both Intermediate Core Bond funds. BBAG is passively managed, while CRUX is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. BBAG charges 0.03%/yr vs 0.32%/yr for CRUX.

Performance

BBAG vs. CRUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Columbia Core Bond ETF (CRUX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BBAG

• 1D: 0.03%
• 1M: 0.09%
• YTD: 0.41%
• 6M: 0.50%
• 1Y: 5.25%
• 3Y*: 3.94%
• 5Y*: 0.10%
• 10Y*: —

CRUX

• 1D: 0.03%
• 1M: 0.01%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBAG vs. CRUX - Yearly Performance Comparison

	2026 (YTD)
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	0.12%
CRUX Columbia Core Bond ETF	0.02%

Correlation

The correlation between BBAG and CRUX is 0.90, 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 Mar 17, 2026	0.90

Return for Risk

BBAG vs. CRUX — Risk / Return Rank

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

BBAG

BBAG Risk / Return Rank: 37
BBAG Sharpe Ratio Rank: 38
BBAG Sortino Ratio Rank: 39
BBAG Omega Ratio Rank: 36
BBAG Calmar Ratio Rank: 36
BBAG Martin Ratio Rank: 35

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.

BBAG vs. CRUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Columbia Core Bond ETF (CRUX). 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	CRUX	Difference
Sharpe ratio Return per unit of total volatility	1.35	—	—
Sortino ratio Return per unit of downside risk	2.02	—	—
Omega ratio Gain probability vs. loss probability	1.24	—	—
Calmar ratio Return relative to maximum drawdown	1.82	—	—
Martin ratio Return relative to average drawdown	5.50	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BBAG	CRUX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.35	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.03	+0.30

Drawdowns

BBAG vs. CRUX - Drawdown Comparison

The maximum BBAG drawdown since its inception was -18.73%, which is greater than CRUX's maximum drawdown of -1.85%. Use the drawdown chart below to compare losses from any high point for BBAG and CRUX.

Drawdown Indicators

	BBAG	CRUX	Difference
Max Drawdown Largest peak-to-trough decline	-18.73%	-1.85%	-16.88%
Max Drawdown (1Y) Largest decline over 1 year	-2.78%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-6.18%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.06%	—	—
Current Drawdown Current decline from peak	-2.62%	-0.58%	-2.04%
Average Drawdown Average peak-to-trough decline	-6.22%	-0.61%	-5.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.92%	—	—

Volatility

Volatility by Period

	BBAG	CRUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.27%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.85%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.92%	4.35%	-0.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.92%	4.35%	+1.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.80%	4.35%	+1.45%

BBAG vs. CRUX - Expense Ratio Comparison

BBAG has a 0.03% expense ratio, which is lower than CRUX's 0.32% expense ratio.

Dividends

BBAG vs. CRUX - Dividend Comparison

BBAG's dividend yield for the trailing twelve months is around 4.36%, more than CRUX's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4.36%	4.29%	4.25%	3.60%	2.23%	1.44%	2.26%	2.92%	0.16%
CRUX Columbia Core Bond ETF	1.06%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BBAG and CRUX in my portfolio?

BBAG and CRUX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BBAG or CRUX?

On fees, BBAG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BBAG or CRUX?

BBAG is cheaper with a 0.03% expense ratio, compared with 0.32% for CRUX.

Which ETF pays a higher dividend yield, BBAG or CRUX?

BBAG has the higher dividend yield at 4.36%, compared with 1.06% for CRUX.

What is the main difference between BBAG and CRUX?

They also come from different issuers: JPMorgan and Columbia Threadneedle. Their fees differ too: 0.03% for BBAG and 0.32% for CRUX.