BBDD.L vs. BOND
Compare and contrast key facts about JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and PIMCO Active Bond ETF (BOND).
BBDD.L and BOND 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. BOND is an actively managed fund by PIMCO. It was launched on Mar 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBDD.L or BOND.
Key characteristics
| BBDD.L | BOND | |
|---|---|---|
| YTD Return | 24.84% | 2.82% |
| 1Y Return | 30.98% | 10.26% |
| 3Y Return (Ann) | 9.86% | -1.92% |
| 5Y Return (Ann) | 14.44% | 0.21% |
| Sharpe Ratio | 2.65 | 1.82 |
| Sortino Ratio | 3.84 | 2.65 |
| Omega Ratio | 1.52 | 1.33 |
| Calmar Ratio | 4.56 | 0.66 |
| Martin Ratio | 17.89 | 7.51 |
| Ulcer Index | 1.72% | 1.37% |
| Daily Std Dev | 11.55% | 5.67% |
| Max Drawdown | -25.72% | -19.71% |
| Current Drawdown | 0.00% | -7.05% |
Correlation
The correlation between BBDD.L and BOND is 0.09, 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.
Performance
BBDD.L vs. BOND - Performance Comparison
In the year-to-date period, BBDD.L achieves a 24.84% return, which is significantly higher than BOND's 2.82% 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. BOND - Expense Ratio Comparison
BBDD.L has a 0.05% expense ratio, which is lower than BOND's 0.57% expense ratio.
Risk-Adjusted Performance
BBDD.L vs. BOND - 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 PIMCO Active Bond ETF (BOND). 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. BOND - Dividend Comparison
BBDD.L has not paid dividends to shareholders, while BOND's dividend yield for the trailing twelve months is around 5.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BOND PIMCO Active Bond ETF | 5.58% | 4.78% | 3.44% | 2.58% | 2.66% | 3.38% | 3.47% | 2.87% | 2.85% | 4.14% | 4.13% | 2.82% |
Drawdowns
BBDD.L vs. BOND - Drawdown Comparison
The maximum BBDD.L drawdown since its inception was -25.72%, which is greater than BOND's maximum drawdown of -19.71%. Use the drawdown chart below to compare losses from any high point for BBDD.L and BOND. For additional features, visit the drawdowns tool.
Volatility
BBDD.L vs. BOND - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) has a higher volatility of 3.30% compared to PIMCO Active Bond ETF (BOND) at 1.62%. This indicates that BBDD.L's price experiences larger fluctuations and is considered to be riskier than BOND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.