BBCB vs. SGOV
Compare and contrast key facts about JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) and iShares 0-3 Month Treasury Bond ETF (SGOV).
BBCB and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBCB is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Corporate Investment Grade. It was launched on Dec 12, 2018. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Securities Index. It was launched on May 26, 2020. Both BBCB and SGOV 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
BBCB vs. SGOV - Performance Comparison
Loading graphics...
BBCB vs. SGOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF | -0.22% | 7.69% | 1.97% | 8.42% | -15.72% | -2.23% | 6.58% |
SGOV iShares 0-3 Month Treasury Bond ETF | 0.86% | 4.24% | 5.27% | 5.12% | 1.58% | 0.04% | 0.05% |
Returns By Period
In the year-to-date period, BBCB achieves a -0.22% return, which is significantly lower than SGOV's 0.86% return.
BBCB
- 1D
- 0.64%
- 1M
- -1.86%
- YTD
- -0.22%
- 6M
- 0.45%
- 1Y
- 4.97%
- 3Y*
- 4.60%
- 5Y*
- 0.49%
- 10Y*
- —
SGOV
- 1D
- 0.00%
- 1M
- 0.29%
- YTD
- 0.86%
- 6M
- 1.88%
- 1Y
- 4.07%
- 3Y*
- 4.79%
- 5Y*
- 3.40%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBCB vs. SGOV - Expense Ratio Comparison
Both BBCB and SGOV have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
BBCB vs. SGOV — Risk / Return Rank
BBCB
SGOV
BBCB vs. SGOV - 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 iShares 0-3 Month Treasury Bond ETF (SGOV). 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.
| BBCB | SGOV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 20.61 | -19.68 |
Sortino ratioReturn per unit of downside risk | 1.29 | 284.11 | -282.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 201.50 | -200.32 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 408.95 | -407.22 |
Martin ratioReturn relative to average drawdown | 5.27 | 4,591.55 | -4,586.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBCB | SGOV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 20.61 | -19.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 14.11 | -14.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 12.33 | -11.92 |
Correlation
The correlation between BBCB and SGOV is 0.01, 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
BBCB vs. SGOV - Dividend Comparison
BBCB's dividend yield for the trailing twelve months is around 5.05%, more than SGOV's 3.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
SGOV iShares 0-3 Month Treasury Bond ETF | 3.99% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% |
Drawdowns
BBCB vs. SGOV - Drawdown Comparison
The maximum BBCB drawdown since its inception was -22.48%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for BBCB and SGOV.
Loading graphics...
Drawdown Indicators
| BBCB | SGOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.48% | -0.03% | -22.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -0.01% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -22.32% | -0.03% | -22.29% |
Current DrawdownCurrent decline from peak | -2.10% | 0.00% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -6.81% | 0.00% | -6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.00% | +0.98% |
Volatility
BBCB vs. SGOV - Volatility Comparison
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) has a higher volatility of 2.12% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that BBCB's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBCB | SGOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 0.06% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.04% | 0.13% | +2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.38% | 0.20% | +5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.18% | 0.24% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.51% | 0.24% | +7.27% |