BBAG vs. TAGG
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and T. Rowe Price QM U.S. Bond ETF (TAGG).
BBAG and TAGG 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. TAGG is an actively managed fund by T. Rowe Price. It was launched on Sep 28, 2021.
Performance
BBAG vs. TAGG - Performance Comparison
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BBAG vs. TAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.11% | 7.27% | 1.26% | 5.41% | -13.26% | -0.10% |
TAGG T. Rowe Price QM U.S. Bond ETF | 0.05% | 7.40% | 1.73% | 5.72% | -12.63% | 0.01% |
Returns By Period
In the year-to-date period, BBAG achieves a 0.11% return, which is significantly higher than TAGG's 0.05% return.
BBAG
- 1D
- 0.30%
- 1M
- -1.73%
- YTD
- 0.11%
- 6M
- 1.03%
- 1Y
- 4.51%
- 3Y*
- 3.61%
- 5Y*
- 0.15%
- 10Y*
- —
TAGG
- 1D
- 0.21%
- 1M
- -2.15%
- YTD
- 0.05%
- 6M
- 1.15%
- 1Y
- 4.11%
- 3Y*
- 3.75%
- 5Y*
- —
- 10Y*
- —
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BBAG vs. TAGG - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is lower than TAGG's 0.08% expense ratio. Despite the difference, 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. TAGG — Risk / Return Rank
BBAG
TAGG
BBAG vs. TAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and T. Rowe Price QM U.S. Bond ETF (TAGG). 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 | TAGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.87 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.31 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.25 | +0.56 |
Martin ratioReturn relative to average drawdown | 4.90 | 3.15 | +1.75 |
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 | TAGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.87 | +0.14 |
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 | +0.29 |
Correlation
The correlation between BBAG and TAGG is 0.93, 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.
Dividends
BBAG vs. TAGG - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.32%, less than TAGG's 4.53% 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% |
TAGG T. Rowe Price QM U.S. Bond ETF | 4.53% | 4.36% | 4.36% | 3.48% | 3.67% | 0.33% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBAG vs. TAGG - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.73%, which is greater than TAGG's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for BBAG and TAGG.
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Drawdown Indicators
| BBAG | TAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.73% | -17.26% | -1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -3.63% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | — | — |
Current DrawdownCurrent decline from peak | -2.90% | -2.15% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -7.06% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 1.44% | -0.48% |
Volatility
BBAG vs. TAGG - Volatility Comparison
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) has a higher volatility of 1.83% compared to T. Rowe Price QM U.S. Bond ETF (TAGG) at 1.56%. This indicates that BBAG's price experiences larger fluctuations and is considered to be riskier than TAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBAG | TAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 1.56% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 2.62% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 4.75% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 6.62% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 6.62% | -0.78% |