BBAG vs. JCPB
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and JPMorgan Core Plus Bond ETF (JCPB).
BBAG and JCPB 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. JCPB is an actively managed fund by JPMorgan Chase. It was launched on Jan 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBAG or JCPB.
Correlation
The correlation between BBAG and JCPB is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBAG vs. JCPB - Performance Comparison
Key characteristics
BBAG:
0.66
JCPB:
1.01
BBAG:
0.95
JCPB:
1.46
BBAG:
1.11
JCPB:
1.17
BBAG:
0.25
JCPB:
0.52
BBAG:
1.64
JCPB:
2.70
BBAG:
2.12%
JCPB:
1.89%
BBAG:
5.23%
JCPB:
4.99%
BBAG:
-18.86%
JCPB:
-16.67%
BBAG:
-8.96%
JCPB:
-3.63%
Returns By Period
In the year-to-date period, BBAG achieves a 0.84% return, which is significantly lower than JCPB's 1.01% return.
BBAG
0.84%
1.92%
-0.68%
3.93%
-0.74%
N/A
JCPB
1.01%
2.06%
-0.06%
5.58%
0.64%
N/A
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BBAG vs. JCPB - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is lower than JCPB's 0.40% expense ratio.
Risk-Adjusted Performance
BBAG vs. JCPB — Risk-Adjusted Performance Rank
BBAG
JCPB
BBAG vs. JCPB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and JPMorgan Core Plus Bond ETF (JCPB). 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.
Dividends
BBAG vs. JCPB - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.21%, less than JCPB's 5.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.21% | 4.25% | 3.60% | 2.23% | 1.44% | 2.11% | 2.91% | 0.16% |
JCPB JPMorgan Core Plus Bond ETF | 5.12% | 5.16% | 4.32% | 3.00% | 2.19% | 2.97% | 3.23% | 0.00% |
Drawdowns
BBAG vs. JCPB - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.86%, which is greater than JCPB's maximum drawdown of -16.67%. Use the drawdown chart below to compare losses from any high point for BBAG and JCPB. For additional features, visit the drawdowns tool.
Volatility
BBAG vs. JCPB - Volatility Comparison
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and JPMorgan Core Plus Bond ETF (JCPB) have volatilities of 1.53% and 1.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.