BBCK.DE vs. JPSC.DE
Compare and contrast key facts about Invesco Global Buyback Achievers UCITS ETF (BBCK.DE) and JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE).
BBCK.DE and JPSC.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBCK.DE is a passively managed fund by Invesco that tracks the performance of the Nasdaq Global Buyback Achievers. It was launched on Oct 24, 2014. JPSC.DE is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Small Cap Target Market Exposure. It was launched on Aug 16, 2022. Both BBCK.DE and JPSC.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBCK.DE or JPSC.DE.
Correlation
The correlation between BBCK.DE and JPSC.DE is 0.75, 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
BBCK.DE vs. JPSC.DE - Performance Comparison
Key characteristics
BBCK.DE:
1.55
JPSC.DE:
0.29
BBCK.DE:
2.08
JPSC.DE:
0.54
BBCK.DE:
1.30
JPSC.DE:
1.07
BBCK.DE:
2.60
JPSC.DE:
0.33
BBCK.DE:
9.37
JPSC.DE:
1.17
BBCK.DE:
2.06%
JPSC.DE:
4.56%
BBCK.DE:
12.63%
JPSC.DE:
18.09%
BBCK.DE:
-33.23%
JPSC.DE:
-18.15%
BBCK.DE:
-6.15%
JPSC.DE:
-15.17%
Returns By Period
In the year-to-date period, BBCK.DE achieves a 2.82% return, which is significantly higher than JPSC.DE's -8.17% return.
BBCK.DE
2.82%
-2.87%
12.26%
16.79%
17.40%
14.84%
JPSC.DE
-8.17%
-11.34%
5.74%
5.42%
N/A
N/A
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BBCK.DE vs. JPSC.DE - Expense Ratio Comparison
BBCK.DE has a 0.39% expense ratio, which is higher than JPSC.DE's 0.14% expense ratio.
Risk-Adjusted Performance
BBCK.DE vs. JPSC.DE — Risk-Adjusted Performance Rank
BBCK.DE
JPSC.DE
BBCK.DE vs. JPSC.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Buyback Achievers UCITS ETF (BBCK.DE) and JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE). 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
BBCK.DE vs. JPSC.DE - Dividend Comparison
BBCK.DE's dividend yield for the trailing twelve months is around 1.74%, while JPSC.DE has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BBCK.DE Invesco Global Buyback Achievers UCITS ETF | 1.79% | 1.79% | 1.75% | 1.97% | 1.18% | 1.61% | 1.84% | 1.35% | 1.18% | 1.63% | 1.28% | 0.12% |
JPSC.DE JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBCK.DE vs. JPSC.DE - Drawdown Comparison
The maximum BBCK.DE drawdown since its inception was -33.23%, which is greater than JPSC.DE's maximum drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for BBCK.DE and JPSC.DE. For additional features, visit the drawdowns tool.
Volatility
BBCK.DE vs. JPSC.DE - Volatility Comparison
The current volatility for Invesco Global Buyback Achievers UCITS ETF (BBCK.DE) is 4.64%, while JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) has a volatility of 6.02%. This indicates that BBCK.DE experiences smaller price fluctuations and is considered to be less risky than JPSC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.