BBDD.L vs. BBUD.L
BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) and BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) are both Large Cap Blend Equities funds from JPMorgan - BBDD.L tracks the Russell 1000 TR USD while BBUD.L tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, BBDD.L returned 13.06%/yr vs 13.18%/yr for BBUD.L. Their correlation of 0.93 suggests significant overlap in exposure. Both charge a 0.05% expense ratio.
Performance
BBDD.L vs. BBUD.L - Performance Comparison
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Different Trading Currencies
BBDD.L is traded in GBp, while BBUD.L is traded in USD. To make them comparable, the BBUD.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBDD.L achieves a 9.75% return, which is significantly lower than BBUD.L's 10.61% return.
BBDD.L
- 1D
- -0.56%
- 1M
- -0.20%
- 6M
- 9.33%
- YTD
- 9.75%
- 1Y
- 20.33%
- 3Y*
- 18.92%
- 5Y*
- 13.06%
- 10Y*
- —
BBUD.L
- 1D
- -0.25%
- 1M
- 0.23%
- 6M
- 10.00%
- YTD
- 10.61%
- 1Y
- 21.03%
- 3Y*
- 19.10%
- 5Y*
- 13.18%
- 10Y*
- —
BBDD.L vs. BBUD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 9.75% | 9.41% | 27.20% | 20.72% | -10.45% | 29.23% | 16.11% | 11.80% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 10.61% | 9.05% | 27.31% | 21.26% | -10.43% | 28.84% | 16.63% | 11.34% |
Correlation
The correlation between BBDD.L and BBUD.L is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2019 | 0.93 |
The correlation between BBDD.L and BBUD.L has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
BBDD.L vs. BBUD.L — Risk / Return Rank
BBDD.L
BBUD.L
BBDD.L vs. BBUD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBDD.L | BBUD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.80 | -0.20 |
| Martin ratioReturn relative to average drawdown | 8.90 | 9.09 | -0.19 |
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Drawdowns
BBDD.L vs. BBUD.L - Drawdown Comparison
The maximum BBDD.L drawdown since its inception was -25.72%, roughly equal to the maximum BBUD.L drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for BBDD.L and BBUD.L.
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Drawdown Indicators
| BBDD.L | BBUD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.72% | -26.30% | +0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.78% | -7.71% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -21.41% | -21.32% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -21.41% | -21.32% | -0.09% |
Current DrawdownCurrent decline from peak | -1.02% | -0.43% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -3.72% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.38% | -0.10% |
Volatility
BBDD.L vs. BBUD.L - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) have volatilities of 3.17% and 3.21%, 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.
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Volatility by Period
| BBDD.L | BBUD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 3.21% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 9.56% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.18% | 12.45% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.56% | 15.70% | -1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 17.15% | -1.09% |
BBDD.L vs. BBUD.L - Expense Ratio Comparison
Both BBDD.L and BBUD.L have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
BBDD.L vs. BBUD.L - Dividend Comparison
BBDD.L's dividend yield for the trailing twelve months is around 1.11%, which matches BBUD.L's 1.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 1.11% | 1.12% | 0.99% | 1.31% | 1.44% | 0.94% | 1.46% | 0.79% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% |
Frequently Asked Questions
With a correlation of 0.92, BBDD.L and BBUD.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.05% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BBDD.L and BBUD.L have the same expense ratio: 0.05% per year.
BBDD.L tracks Russell 1000 TR USD, while BBUD.L tracks Morningstar US Target Market Exposure Index.
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