BBEM vs. AVIV
BBEM (JPMorgan Betabuilders Emerging Markets Equity ETF) and AVIV (Avantis International Large Cap Value ETF) are both exchange-traded funds - BBEM is a Emerging Markets Diversified fund tracking the Morningstar Emerging Markets Target Market Exposure Index - Benchmark TR Net, while AVIV is a Foreign Large Cap Equities fund actively managed by Avantis. BBEM is passively managed, while AVIV is actively managed. Over the past 3 years, BBEM returned 21.68%/yr vs 21.08%/yr for AVIV. A 0.71 correlation means they provide meaningful diversification when combined. BBEM charges 0.15%/yr vs 0.25%/yr for AVIV.
Performance
BBEM vs. AVIV - Performance Comparison
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Returns By Period
In the year-to-date period, BBEM achieves a 27.42% return, which is significantly higher than AVIV's 12.69% return.
BBEM
- 1D
- 3.45%
- 1M
- 7.93%
- YTD
- 27.42%
- 6M
- 29.72%
- 1Y
- 50.70%
- 3Y*
- 21.68%
- 5Y*
- —
- 10Y*
- —
AVIV
- 1D
- 0.56%
- 1M
- 2.69%
- YTD
- 12.69%
- 6M
- 13.58%
- 1Y
- 32.96%
- 3Y*
- 21.08%
- 5Y*
- —
- 10Y*
- —
BBEM vs. AVIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBEM JPMorgan Betabuilders Emerging Markets Equity ETF | 27.42% | 32.43% | 5.61% | 6.01% |
AVIV Avantis International Large Cap Value ETF | 12.69% | 41.80% | 4.30% | 9.29% |
Correlation
The correlation between BBEM and AVIV is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since May 11, 2023 | 0.71 |
The correlation between BBEM and AVIV has been stable across timeframes, ranging from 0.70 to 0.71 - a consistent structural relationship.
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Return for Risk
BBEM vs. AVIV — Risk / Return Rank
BBEM
AVIV
BBEM vs. AVIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) and Avantis International Large Cap Value ETF (AVIV). 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.
| BBEM | AVIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.41 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.88 | 3.07 | +0.81 |
| Martin ratioReturn relative to average drawdown | 14.58 | 11.98 | +2.60 |
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Drawdowns
BBEM vs. AVIV - Drawdown Comparison
The maximum BBEM drawdown since its inception was -17.42%, smaller than the maximum AVIV drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for BBEM and AVIV.
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Drawdown Indicators
| BBEM | AVIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.42% | -27.69% | +10.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -10.78% | -2.34% |
Max Drawdown (3Y)Largest decline over 3 years | -17.42% | -14.13% | -3.29% |
Current DrawdownCurrent decline from peak | -1.00% | -0.34% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -5.09% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.76% | +0.73% |
Volatility
BBEM vs. AVIV - Volatility Comparison
JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) has a higher volatility of 11.09% compared to Avantis International Large Cap Value ETF (AVIV) at 5.15%. This indicates that BBEM's price experiences larger fluctuations and is considered to be riskier than AVIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBEM | AVIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.09% | 5.15% | +5.94% |
Volatility (6M)Calculated over the trailing 6-month period | 19.31% | 12.32% | +6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.32% | 14.61% | +6.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 16.92% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 16.92% | +1.18% |
BBEM vs. AVIV - Expense Ratio Comparison
BBEM has a 0.15% expense ratio, which is lower than AVIV's 0.25% 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
BBEM vs. AVIV - Dividend Comparison
BBEM's dividend yield for the trailing twelve months is around 4.58%, more than AVIV's 3.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AVIV Avantis International Large Cap Value ETF | 3.92% | 3.01% | 3.46% | 3.64% | 2.84% | 0.57% |
BBEM JPMorgan Betabuilders Emerging Markets Equity ETF | 4.58% | 5.86% | 2.73% | 1.94% | 0.00% | 0.00% |
Frequently Asked Questions
BBEM and AVIV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBEM has higher volatility (11.09%) compared to AVIV (5.15%). In terms of maximum drawdown, BBEM dropped -17.42% vs AVIV's -27.69%.
On 3-year performance, BBEM leads with 21.68% vs 21.08% for AVIV. On fees, BBEM is cheaper at 0.15% per year. On volatility, AVIV has been the lower-risk option at 5.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BBEM has performed better with a 21.68% return vs 21.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBEM is cheaper with a 0.15% expense ratio, compared with 0.25% for AVIV.
BBEM has the higher dividend yield at 4.58%, compared with 3.92% for AVIV.
BBEM is categorized as Emerging Markets Diversified, while AVIV is Foreign Large Cap Equities. They also come from different issuers: JPMorgan and Avantis. Their fees differ too: 0.15% for BBEM and 0.25% for AVIV.
BBEM currently has the higher Sharpe Ratio (2.39 vs 2.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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