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BBDD.L vs. BBUS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BBDD.L vs. BBUS.L

Last updated Jun 5, 2026

BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) and BBUS.L (BetaBuilders US Equity UCITS USD Acc) are both Large Cap Blend Equities funds from JPMorgan tracking the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, BBDD.L returned 14.50%/yr vs 14.51%/yr for BBUS.L. Their correlation of 0.93 suggests significant overlap in exposure. BBDD.L charges 0.05%/yr vs 0.04%/yr for BBUS.L.

Performance

BBDD.L vs. BBUS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and BetaBuilders US Equity UCITS USD Acc (BBUS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BBDD.L is traded in GBp, while BBUS.L is traded in USD. To make them comparable, the BBUS.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with BBDD.L having a 10.30% return and BBUS.L slightly higher at 10.58%.

BBDD.L

1D
0.06%
1M
5.57%
YTD
10.30%
6M
10.10%
1Y
28.61%
3Y*
19.09%
5Y*
14.50%
10Y*
—

BBUS.L

1D
0.07%
1M
5.52%
YTD
10.58%
6M
10.02%
1Y
28.61%
3Y*
19.17%
5Y*
14.51%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBDD.L vs. BBUS.L - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
BBDD.L
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)		10.30%9.41%27.20%20.72%-10.45%29.23%16.11%11.88%
BBUS.L
BetaBuilders US Equity UCITS USD Acc		10.58%9.16%27.18%21.25%-10.45%28.84%16.60%11.33%

Correlation

The correlation between BBDD.L and BBUS.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

0.92

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2019

0.93

The correlation between BBDD.L and BBUS.L has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.

BBDD.L vs. BBUS.L - Sectors Allocation Comparison

Sectors
BBDD.L
BBUS.L

Technology

35.4%
39.7%

Financial Services

11.8%
10.9%

Communication Services

11.5%
11.5%

Consumer Cyclical

10.1%
9.7%

Healthcare

8.6%
8.0%

Industrials

8.4%
7.5%

Consumer Defensive

4.8%
4.1%

Energy

3.6%
3.2%

Utilities

2.3%
2.1%

Real Estate

1.8%
1.3%

Basic Materials

1.7%
1.4%

Technology

BBDD.L
35.4%
BBUS.L
39.7%

Financial Services

BBDD.L
11.8%
BBUS.L
10.9%

Communication Services

BBDD.L
11.5%
BBUS.L
11.5%

Consumer Cyclical

BBDD.L
10.1%
BBUS.L
9.7%

Healthcare

BBDD.L
8.6%
BBUS.L
8.0%

Industrials

BBDD.L
8.4%
BBUS.L
7.5%

Consumer Defensive

BBDD.L
4.8%
BBUS.L
4.1%

Energy

BBDD.L
3.6%
BBUS.L
3.2%

Utilities

BBDD.L
2.3%
BBUS.L
2.1%

Real Estate

BBDD.L
1.8%
BBUS.L
1.3%

Basic Materials

BBDD.L
1.7%
BBUS.L
1.4%

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JPMorgan BetaBuilders US Equity UCITS ETF (Dist)

BetaBuilders US Equity UCITS USD Acc

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Return for Risk

BBDD.L vs. BBUS.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBDD.L
BBDD.L Risk / Return Rank: 7979
Overall Rank
BBDD.L Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BBDD.L Sortino Ratio Rank: 8181
Sortino Ratio Rank
BBDD.L Omega Ratio Rank: 8484
Omega Ratio Rank
BBDD.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
BBDD.L Martin Ratio Rank: 7070
Martin Ratio Rank
BBUS.L
BBUS.L Risk / Return Rank: 7272
Overall Rank
BBUS.L Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BBUS.L Sortino Ratio Rank: 7777
Sortino Ratio Rank
BBUS.L Omega Ratio Rank: 7474
Omega Ratio Rank
BBUS.L Calmar Ratio Rank: 6565
Calmar Ratio Rank
BBUS.L Martin Ratio Rank: 7373
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.

BBDD.L vs. BBUS.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 BetaBuilders US Equity UCITS USD Acc (BBUS.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.

BBDD.LBBUS.LDifference
Sharpe ratioReturn per unit of total volatility
2.69
2.39

+0.30

Sortino ratioReturn per unit of downside risk
3.60
3.23

+0.37

Omega ratioGain probability vs. loss probability

1.50

1.44

+0.06

Calmar ratioReturn relative to maximum drawdown

3.66

3.69

-0.03

Martin ratioReturn relative to average drawdown

12.78

12.17

+0.61

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBDD.L vs. BBUS.L - Sharpe Ratio Comparison

The current BBDD.L Sharpe Ratio is 2.69, which is comparable to the BBUS.L Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of BBDD.L and BBUS.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

BBDD.LBBUS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.69

2.39

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

0.93

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

0.90

+0.06

Drawdowns

BBDD.L vs. BBUS.L - Drawdown Comparison

The maximum BBDD.L drawdown since its inception was -25.72%, roughly equal to the maximum BBUS.L drawdown of -26.39%. Use the drawdown chart below to compare losses from any high point for BBDD.L and BBUS.L.

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Drawdown Indicators

BBDD.LBBUS.LDifference

Max Drawdown

Largest peak-to-trough decline

-25.72%

-26.39%

+0.67%

Max Drawdown (1Y)

Largest decline over 1 year

-7.78%

-7.71%

-0.07%

Max Drawdown (3Y)

Largest decline over 3 years

-21.41%

-21.39%

-0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-21.41%

-21.39%

-0.02%

Current Drawdown

Current decline from peak

-0.16%

-0.10%

-0.06%

Average Drawdown

Average peak-to-trough decline

-3.72%

-3.80%

+0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

2.34%

-0.11%

Volatility

BBDD.L vs. BBUS.L - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) is 2.63%, while BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a volatility of 3.53%. This indicates that BBDD.L experiences smaller price fluctuations and is considered to be less risky than BBUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BBDD.LBBUS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.63%

3.53%

-0.90%

Volatility (6M)

Calculated over the trailing 6-month period

7.24%

8.67%

-1.43%

Volatility (1Y)

Calculated over the trailing 1-year period

10.57%

11.90%

-1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.47%

15.58%

-1.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.17%

17.26%

-1.09%

BBDD.L vs. BBUS.L - Expense Ratio Comparison

BBDD.L has a 0.05% expense ratio, which is higher than BBUS.L's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BBDD.L vs. BBUS.L - Dividend Comparison

BBDD.L's dividend yield for the trailing twelve months is around 0.99%, while BBUS.L has not paid dividends to shareholders.

PositionTTM2025202420232022202120202019
BBDD.L
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)		0.99%1.12%0.99%1.31%1.44%0.94%1.46%0.79%
BBUS.L
BetaBuilders US Equity UCITS USD Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.92, BBDD.L and BBUS.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.

On fees, BBUS.L is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BBUS.L is cheaper with a 0.04% expense ratio, compared with 0.05% for BBDD.L.

Both ETFs track Russell 1000 TR USD. Their fees differ too: 0.05% for BBDD.L and 0.04% for BBUS.L.

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