BBDD.L vs. BBUS.DE
Compare and contrast key facts about JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE).
BBDD.L and BBUS.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBDD.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. BBUS.DE is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Target Market Exposure. It was launched on Apr 3, 2019. Both BBDD.L and BBUS.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: BBDD.L or BBUS.DE.
Key characteristics
| BBDD.L | BBUS.DE | |
|---|---|---|
| YTD Return | 24.01% | 31.66% |
| 1Y Return | 30.64% | 39.79% |
| 3Y Return (Ann) | 9.63% | 12.03% |
| 5Y Return (Ann) | 14.26% | 16.29% |
| Sharpe Ratio | 2.60 | 3.13 |
| Sortino Ratio | 3.78 | 4.27 |
| Omega Ratio | 1.51 | 1.65 |
| Calmar Ratio | 4.47 | 3.07 |
| Martin Ratio | 17.54 | 20.23 |
| Ulcer Index | 1.72% | 1.86% |
| Daily Std Dev | 11.56% | 11.97% |
| Max Drawdown | -25.72% | -34.09% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between BBDD.L and BBUS.DE is 0.90, 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
BBDD.L vs. BBUS.DE - Performance Comparison
In the year-to-date period, BBDD.L achieves a 24.01% return, which is significantly lower than BBUS.DE's 31.66% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBDD.L vs. BBUS.DE - Expense Ratio Comparison
Both BBDD.L and BBUS.DE 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%.
Risk-Adjusted Performance
BBDD.L vs. BBUS.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.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
BBDD.L vs. BBUS.DE - Dividend Comparison
Neither BBDD.L nor BBUS.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBDD.L vs. BBUS.DE - Drawdown Comparison
The maximum BBDD.L drawdown since its inception was -25.72%, smaller than the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for BBDD.L and BBUS.DE. For additional features, visit the drawdowns tool.
Volatility
BBDD.L vs. BBUS.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) is 3.33%, while JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) has a volatility of 3.57%. This indicates that BBDD.L experiences smaller price fluctuations and is considered to be less risky than BBUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.