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BBCB vs. JPST
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBCB vs. JPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) and JPMorgan Ultra-Short Income ETF (JPST). The values are adjusted to include any dividend payments, if applicable.

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BBCB vs. JPST - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
-0.22%7.69%1.97%8.42%-15.72%-2.23%10.39%14.86%0.43%
JPST
JPMorgan Ultra-Short Income ETF
0.71%4.99%5.58%5.13%1.14%0.11%2.18%3.34%0.20%

Returns By Period

In the year-to-date period, BBCB achieves a -0.22% return, which is significantly lower than JPST's 0.71% return.


BBCB

1D
0.64%
1M
-1.86%
YTD
-0.22%
6M
0.45%
1Y
4.97%
3Y*
4.60%
5Y*
0.49%
10Y*

JPST

1D
0.08%
1M
0.03%
YTD
0.71%
6M
1.89%
1Y
4.41%
3Y*
5.12%
5Y*
3.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBCB vs. JPST - Expense Ratio Comparison

BBCB has a 0.09% expense ratio, which is lower than JPST's 0.18% 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

BBCB vs. JPST — Risk / Return Rank

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

BBCB
BBCB Risk / Return Rank: 5252
Overall Rank
BBCB Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BBCB Sortino Ratio Rank: 4646
Sortino Ratio Rank
BBCB Omega Ratio Rank: 4545
Omega Ratio Rank
BBCB Calmar Ratio Rank: 6666
Calmar Ratio Rank
BBCB Martin Ratio Rank: 5353
Martin Ratio Rank

JPST
JPST Risk / Return Rank: 9999
Overall Rank
JPST Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
JPST Sortino Ratio Rank: 9999
Sortino Ratio Rank
JPST Omega Ratio Rank: 9999
Omega Ratio Rank
JPST Calmar Ratio Rank: 9999
Calmar Ratio Rank
JPST Martin Ratio Rank: 9999
Martin Ratio Rank
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.

BBCB vs. JPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) and JPMorgan Ultra-Short Income ETF (JPST). 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.


BBCBJPSTDifference

Sharpe ratio

Return per unit of total volatility

0.93

7.27

-6.34

Sortino ratio

Return per unit of downside risk

1.29

13.92

-12.63

Omega ratio

Gain probability vs. loss probability

1.18

3.41

-2.24

Calmar ratio

Return relative to maximum drawdown

1.72

14.93

-13.21

Martin ratio

Return relative to average drawdown

5.27

94.51

-89.24

BBCB vs. JPST - Sharpe Ratio Comparison

The current BBCB Sharpe Ratio is 0.93, which is lower than the JPST Sharpe Ratio of 7.27. The chart below compares the historical Sharpe Ratios of BBCB and JPST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BBCBJPSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

7.27

-6.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

6.16

-6.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

3.16

-2.75

Correlation

The correlation between BBCB and JPST is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BBCB vs. JPST - Dividend Comparison

BBCB's dividend yield for the trailing twelve months is around 5.05%, more than JPST's 4.36% yield.


TTM202520242023202220212020201920182017
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
5.05%5.02%5.22%4.22%3.39%3.47%4.59%5.25%0.20%0.00%
JPST
JPMorgan Ultra-Short Income ETF
4.36%4.43%5.16%4.79%1.83%0.73%1.43%2.69%2.07%0.96%

Drawdowns

BBCB vs. JPST - Drawdown Comparison

The maximum BBCB drawdown since its inception was -22.48%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for BBCB and JPST.


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Drawdown Indicators


BBCBJPSTDifference

Max Drawdown

Largest peak-to-trough decline

-22.48%

-3.28%

-19.20%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

-0.30%

-2.69%

Max Drawdown (5Y)

Largest decline over 5 years

-22.32%

-0.79%

-21.53%

Current Drawdown

Current decline from peak

-2.10%

0.00%

-2.10%

Average Drawdown

Average peak-to-trough decline

-6.81%

-0.08%

-6.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

0.05%

+0.93%

Volatility

BBCB vs. JPST - Volatility Comparison

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) has a higher volatility of 2.12% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.22%. This indicates that BBCB's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBCBJPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.12%

0.22%

+1.90%

Volatility (6M)

Calculated over the trailing 6-month period

3.04%

0.35%

+2.69%

Volatility (1Y)

Calculated over the trailing 1-year period

5.38%

0.61%

+4.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.18%

0.57%

+6.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.51%

0.94%

+6.57%