BBDD.L vs. JPSA.L
BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) and JPSA.L (JPMorgan USD Ultra-Short Income Active UCITS ETF USD Acc) are both exchange-traded funds - BBDD.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while JPSA.L is a Ultrashort Bond fund actively managed by JPMorgan. BBDD.L is passively managed, while JPSA.L is actively managed. Over the past 5 years, BBDD.L returned 13.69%/yr vs 4.71%/yr for JPSA.L. At a 0.18 correlation, their price movements are largely independent. BBDD.L charges 0.05%/yr vs 0.18%/yr for JPSA.L.
Performance
BBDD.L vs. JPSA.L - Performance Comparison
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Different Trading Currencies
BBDD.L is traded in GBp, while JPSA.L is traded in USD. To make them comparable, the JPSA.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 10.28% return, which is significantly higher than JPSA.L's 3.85% return.
BBDD.L
- 1D
- 0.89%
- 1M
- 1.25%
- YTD
- 10.28%
- 6M
- 10.44%
- 1Y
- 26.91%
- 3Y*
- 19.47%
- 5Y*
- 13.69%
- 10Y*
- —
JPSA.L
- 1D
- 0.19%
- 1M
- 2.30%
- YTD
- 3.85%
- 6M
- 4.28%
- 1Y
- 7.61%
- 3Y*
- 3.89%
- 5Y*
- 4.71%
- 10Y*
- —
BBDD.L vs. JPSA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 10.28% | 9.41% | 27.20% | 20.72% | -10.45% | 29.23% | 16.11% | 11.80% |
JPSA.L JPMorgan USD Ultra-Short Income Active UCITS ETF USD Acc | 3.85% | -2.41% | 7.39% | -0.19% | 13.06% | 1.02% | -0.68% | 0.67% |
Correlation
The correlation between BBDD.L and JPSA.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2019 | 0.18 |
The correlation between BBDD.L and JPSA.L shifts across timeframes, from 0.15 (5 years) to 0.25 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BBDD.L vs. JPSA.L — Risk / Return Rank
BBDD.L
JPSA.L
BBDD.L vs. JPSA.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 JPMorgan USD Ultra-Short Income Active UCITS ETF USD Acc (JPSA.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 | JPSA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.27 | ||
| Sortino ratioReturn per unit of downside risk | +1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.21 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 1.51 | +1.94 |
| Martin ratioReturn relative to average drawdown | 11.85 | 4.27 | +7.58 |
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Drawdowns
BBDD.L vs. JPSA.L - Drawdown Comparison
The maximum BBDD.L drawdown since its inception was -25.72%, which is greater than JPSA.L's maximum drawdown of -16.28%. Use the drawdown chart below to compare losses from any high point for BBDD.L and JPSA.L.
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Drawdown Indicators
| BBDD.L | JPSA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.72% | -16.28% | -9.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.78% | -5.02% | -2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.41% | -9.48% | -11.93% |
Max Drawdown (5Y)Largest decline over 5 years | -21.41% | -15.97% | -5.44% |
Current DrawdownCurrent decline from peak | -0.55% | -3.01% | +2.46% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -8.21% | +4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.78% | +0.49% |
Volatility
BBDD.L vs. JPSA.L - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) has a higher volatility of 3.61% compared to JPMorgan USD Ultra-Short Income Active UCITS ETF USD Acc (JPSA.L) at 1.57%. This indicates that BBDD.L's price experiences larger fluctuations and is considered to be riskier than JPSA.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.L | JPSA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 1.57% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 5.01% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.00% | 6.54% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 8.44% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 8.65% | +7.45% |
BBDD.L vs. JPSA.L - Expense Ratio Comparison
BBDD.L has a 0.05% expense ratio, which is lower than JPSA.L's 0.18% expense ratio. Despite the difference, 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. JPSA.L - Dividend Comparison
BBDD.L's dividend yield for the trailing twelve months is around 0.99%, while JPSA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
JPSA.L JPMorgan USD Ultra-Short Income Active UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBDD.L and JPSA.L have a correlation of 0.21, 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 0.18% for JPSA.L.
BBDD.L is categorized as Large Cap Blend Equities, while JPSA.L is Ultrashort Bond. Their fees differ too: 0.05% for BBDD.L and 0.18% for JPSA.L.
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