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BBEM vs. JSMD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBEM vs. JSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) and Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBEM achieves a 27.42% return, which is significantly higher than JSMD's 19.55% return.


BBEM

1D
3.45%
1M
7.93%
YTD
27.42%
6M
29.72%
1Y
50.70%
3Y*
21.68%
5Y*
10Y*

JSMD

1D
1.27%
1M
6.04%
YTD
19.55%
6M
17.80%
1Y
31.95%
3Y*
17.83%
5Y*
8.38%
10Y*
13.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBEM vs. JSMD - Yearly Performance Comparison


2026 (YTD)202520242023
BBEM
JPMorgan Betabuilders Emerging Markets Equity ETF
27.42%32.43%5.61%6.01%
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
19.55%9.25%15.08%16.61%

Correlation

The correlation between BBEM and JSMD is 0.68, 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

0.68

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

0.59

Correlation (All Time)
Calculated using the full available price history since May 11, 2023

0.59

The correlation between BBEM and JSMD has been stable across timeframes, ranging from 0.59 to 0.68 - a consistent structural relationship.

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Return for Risk

BBEM vs. JSMD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBEM
BBEM Risk / Return Rank: 7979
Overall Rank
BBEM Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
BBEM Sortino Ratio Rank: 7575
Sortino Ratio Rank
BBEM Omega Ratio Rank: 8282
Omega Ratio Rank
BBEM Calmar Ratio Rank: 7979
Calmar Ratio Rank
BBEM Martin Ratio Rank: 8080
Martin Ratio Rank

JSMD
JSMD Risk / Return Rank: 4545
Overall Rank
JSMD Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
JSMD Sortino Ratio Rank: 4444
Sortino Ratio Rank
JSMD Omega Ratio Rank: 4343
Omega Ratio Rank
JSMD Calmar Ratio Rank: 4646
Calmar Ratio Rank
JSMD Martin Ratio Rank: 4747
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.

BBEM vs. JSMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) and Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD). 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.


BBEMJSMDDifference
Sharpe ratioReturn per unit of total volatility

+0.92

Sortino ratioReturn per unit of downside risk

+1.03

Omega ratioGain probability vs. loss probability

1.45

1.26

+0.19

Calmar ratioReturn relative to maximum drawdown

3.88

2.16

+1.72

Martin ratioReturn relative to average drawdown

14.58

7.31

+7.28

BBEM vs. JSMD - Sharpe Ratio Comparison

The current BBEM Sharpe Ratio is 2.39, which is higher than the JSMD Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of BBEM and JSMD, 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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Drawdowns

BBEM vs. JSMD - Drawdown Comparison

The maximum BBEM drawdown since its inception was -17.42%, smaller than the maximum JSMD drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for BBEM and JSMD.


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Drawdown Indicators


BBEMJSMDDifference

Max Drawdown

Largest peak-to-trough decline

-17.42%

-38.98%

+21.56%

Max Drawdown (1Y)

Largest decline over 1 year

-13.12%

-14.86%

+1.74%

Max Drawdown (3Y)

Largest decline over 3 years

-17.42%

-24.01%

+6.59%

Max Drawdown (5Y)

Largest decline over 5 years

-32.18%

Max Drawdown (10Y)

Largest decline over 10 years

-38.98%

Current Drawdown

Current decline from peak

-1.00%

0.00%

-1.00%

Average Drawdown

Average peak-to-trough decline

-3.72%

-7.46%

+3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.49%

4.38%

-0.89%

Volatility

BBEM vs. JSMD - Volatility Comparison

JPMorgan Betabuilders Emerging Markets Equity ETF (BBEM) has a higher volatility of 11.09% compared to Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) at 8.24%. This indicates that BBEM's price experiences larger fluctuations and is considered to be riskier than JSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBEMJSMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.09%

8.24%

+2.85%

Volatility (6M)

Calculated over the trailing 6-month period

19.31%

17.21%

+2.10%

Volatility (1Y)

Calculated over the trailing 1-year period

21.32%

21.80%

-0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.10%

22.99%

-4.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.10%

22.83%

-4.73%

BBEM vs. JSMD - Expense Ratio Comparison

BBEM has a 0.15% expense ratio, which is lower than JSMD's 0.30% expense ratio.


Dividends

BBEM vs. JSMD - Dividend Comparison

BBEM's dividend yield for the trailing twelve months is around 4.58%, more than JSMD's 0.46% yield.


PositionTTM2025202420232022202120202019201820172016
BBEM
JPMorgan Betabuilders Emerging Markets Equity ETF
4.58%5.86%2.73%1.94%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
0.46%0.54%0.76%0.44%0.40%0.28%0.24%0.32%0.53%0.30%0.36%

Frequently Asked Questions


BBEM and JSMD have a correlation of 0.68, 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 JSMD (8.24%). In terms of maximum drawdown, BBEM dropped -17.42% vs JSMD's -38.98%.

On 3-year performance, BBEM leads with 21.68% vs 17.83% for JSMD. On fees, BBEM is cheaper at 0.15% per year. On volatility, JSMD has been the lower-risk option at 8.24%. 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 17.83%. 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 0.30% for JSMD.

BBEM has the higher dividend yield at 4.58%, compared with 0.46% for JSMD.

BBEM is categorized as Emerging Markets Diversified, while JSMD is Mid Cap Growth Equities. BBEM tracks Morningstar Emerging Markets Target Market Exposure Index - Benchmark TR Net, while JSMD tracks Janus Small Mid Cap Growth Alpha Index. They also come from different issuers: JPMorgan and Janus Henderson. Their fees differ too: 0.15% for BBEM and 0.30% for JSMD.

BBEM currently has the higher Sharpe Ratio (2.39 vs 1.48), 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.

Portfolio Optimizer

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