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

BBDD.L vs. ISDU.L

Last updated Jun 5, 2026

BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) and ISDU.L (iShares MSCI USA Islamic UCITS ETF) are both Large Cap Blend Equities funds - BBDD.L tracks the Russell 1000 TR USD while ISDU.L tracks the MSCI USA Islamic Index. Both are passively managed. Over the past 5 years, BBDD.L returned 14.50%/yr vs 15.57%/yr for ISDU.L. Their correlation of 0.85 suggests significant overlap in exposure. BBDD.L charges 0.05%/yr vs 0.30%/yr for ISDU.L.

Performance

BBDD.L vs. ISDU.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 iShares MSCI USA Islamic UCITS ETF (ISDU.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 ISDU.L is traded in USD. To make them comparable, the ISDU.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 10.30% return, which is significantly lower than ISDU.L's 23.26% return.

BBDD.L

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

ISDU.L

1D
-0.70%
1M
11.89%
YTD
23.26%
6M
22.97%
1Y
42.68%
3Y*
17.07%
5Y*
15.57%
10Y*
13.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBDD.L vs. ISDU.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%
ISDU.L
iShares MSCI USA Islamic UCITS ETF		23.26%8.03%11.27%19.55%-1.43%30.82%3.71%5.35%

Correlation

The correlation between BBDD.L and ISDU.L is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

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

0.85

The correlation between BBDD.L and ISDU.L has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.

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

Sectors
BBDD.L
ISDU.L

Technology

35.4%
49.7%

Financial Services

11.8%

-

Communication Services

11.5%
0.4%

Consumer Cyclical

10.1%
8.8%

Healthcare

8.6%
10.8%

Industrials

8.4%
7.7%

Consumer Defensive

4.8%
4.2%

Energy

3.6%
12.3%

Utilities

2.3%
0.7%

Real Estate

1.8%
0.1%

Basic Materials

1.7%
5.5%

Technology

BBDD.L
35.4%
ISDU.L
49.7%

Financial Services

BBDD.L
11.8%
ISDU.L

-

Communication Services

BBDD.L
11.5%
ISDU.L
0.4%

Consumer Cyclical

BBDD.L
10.1%
ISDU.L
8.8%

Healthcare

BBDD.L
8.6%
ISDU.L
10.8%

Industrials

BBDD.L
8.4%
ISDU.L
7.7%

Consumer Defensive

BBDD.L
4.8%
ISDU.L
4.2%

Energy

BBDD.L
3.6%
ISDU.L
12.3%

Utilities

BBDD.L
2.3%
ISDU.L
0.7%

Real Estate

BBDD.L
1.8%
ISDU.L
0.1%

Basic Materials

BBDD.L
1.7%
ISDU.L
5.5%

Compare stocks, funds, or ETFs

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JPMorgan BetaBuilders US Equity UCITS ETF (Dist)

iShares MSCI USA Islamic UCITS ETF

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Often compared with ISDU.L:
ISDU.L vs. ISDW.LISDU.L vs. SPUSISDU.L vs. IGDA.LISDU.L vs. SPWOISDU.L vs. BBUS.LISDU.L vs. BBSU.LISDU.L vs. FLXU.L

Return for Risk

BBDD.L vs. ISDU.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
ISDU.L
ISDU.L Risk / Return Rank: 9090
Overall Rank
ISDU.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ISDU.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
ISDU.L Omega Ratio Rank: 8888
Omega Ratio Rank
ISDU.L Calmar Ratio Rank: 9292
Calmar Ratio Rank
ISDU.L Martin Ratio Rank: 8989
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. ISDU.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 iShares MSCI USA Islamic UCITS ETF (ISDU.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.LISDU.LDifference
Sharpe ratioReturn per unit of total volatility
2.69
3.26

-0.57

Sortino ratioReturn per unit of downside risk
3.60
4.29

-0.70

Omega ratioGain probability vs. loss probability

1.50

1.58

-0.08

Calmar ratioReturn relative to maximum drawdown

3.66

7.26

-3.60

Martin ratioReturn relative to average drawdown

12.78

22.62

-9.84

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. ISDU.L - Sharpe Ratio Comparison

The current BBDD.L Sharpe Ratio is 2.69, which is comparable to the ISDU.L Sharpe Ratio of 3.26. The chart below compares the historical Sharpe Ratios of BBDD.L and ISDU.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.LISDU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.69

3.26

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

1.00

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.81

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

0.80

+0.16

Drawdowns

BBDD.L vs. ISDU.L - Drawdown Comparison

The maximum BBDD.L drawdown since its inception was -25.72%, roughly equal to the maximum ISDU.L drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for BBDD.L and ISDU.L.

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Drawdown Indicators

BBDD.LISDU.LDifference

Max Drawdown

Largest peak-to-trough decline

-25.72%

-24.76%

-0.96%

Max Drawdown (1Y)

Largest decline over 1 year

-7.78%

-5.85%

-1.93%

Max Drawdown (3Y)

Largest decline over 3 years

-21.41%

-24.06%

+2.65%

Max Drawdown (5Y)

Largest decline over 5 years

-21.41%

-24.06%

+2.65%

Max Drawdown (10Y)

Largest decline over 10 years

—

-24.76%

—

Current Drawdown

Current decline from peak

-0.16%

-0.70%

+0.54%

Average Drawdown

Average peak-to-trough decline

-3.72%

-3.88%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

1.88%

+0.35%

Volatility

BBDD.L vs. ISDU.L - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) is 2.63%, while iShares MSCI USA Islamic UCITS ETF (ISDU.L) has a volatility of 5.05%. This indicates that BBDD.L experiences smaller price fluctuations and is considered to be less risky than ISDU.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.LISDU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.63%

5.05%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

7.24%

9.91%

-2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

10.57%

13.03%

-2.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.47%

15.64%

-1.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.17%

16.42%

-0.25%

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

BBDD.L has a 0.05% expense ratio, which is lower than ISDU.L's 0.30% expense ratio.

Dividends

BBDD.L vs. ISDU.L - Dividend Comparison

BBDD.L's dividend yield for the trailing twelve months is around 0.99%, more than ISDU.L's 0.62% yield.

PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%0.00%
ISDU.L
iShares MSCI USA Islamic UCITS ETF		0.62%0.74%0.90%1.10%1.52%1.01%1.39%1.37%1.49%1.38%1.34%1.43%

Frequently Asked Questions

BBDD.L and ISDU.L have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BBDD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BBDD.L is cheaper with a 0.05% expense ratio, compared with 0.30% for ISDU.L.

BBDD.L tracks Russell 1000 TR USD, while ISDU.L tracks MSCI USA Islamic Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.05% for BBDD.L and 0.30% for ISDU.L.

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