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BBEU vs. DXJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBEU vs. DXJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders Europe ETF (BBEU) and WisdomTree Japan Hedged Equity Fund (DXJ). The values are adjusted to include any dividend payments, if applicable.

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BBEU vs. DXJ - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BBEU
JPMorgan BetaBuilders Europe ETF
-0.82%36.37%1.85%20.31%-14.72%17.50%5.00%23.96%-13.25%
DXJ
WisdomTree Japan Hedged Equity Fund
10.00%32.78%29.83%42.04%5.96%17.99%3.94%18.94%-15.53%

Returns By Period

In the year-to-date period, BBEU achieves a -0.82% return, which is significantly lower than DXJ's 10.00% return.


BBEU

1D
3.21%
1M
-8.10%
YTD
-0.82%
6M
5.13%
1Y
20.87%
3Y*
14.55%
5Y*
9.26%
10Y*

DXJ

1D
2.59%
1M
-6.49%
YTD
10.00%
6M
24.19%
1Y
46.21%
3Y*
34.37%
5Y*
24.33%
10Y*
17.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBEU vs. DXJ - Expense Ratio Comparison

BBEU has a 0.09% expense ratio, which is lower than DXJ's 0.48% expense ratio.


Return for Risk

BBEU vs. DXJ — Risk / Return Rank

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

BBEU
BBEU Risk / Return Rank: 6868
Overall Rank
BBEU Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BBEU Sortino Ratio Rank: 7070
Sortino Ratio Rank
BBEU Omega Ratio Rank: 6767
Omega Ratio Rank
BBEU Calmar Ratio Rank: 6666
Calmar Ratio Rank
BBEU Martin Ratio Rank: 6565
Martin Ratio Rank

DXJ
DXJ Risk / Return Rank: 9393
Overall Rank
DXJ Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
DXJ Sortino Ratio Rank: 9292
Sortino Ratio Rank
DXJ Omega Ratio Rank: 9393
Omega Ratio Rank
DXJ Calmar Ratio Rank: 9393
Calmar Ratio Rank
DXJ Martin Ratio Rank: 9494
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.

BBEU vs. DXJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders Europe ETF (BBEU) and WisdomTree Japan Hedged Equity Fund (DXJ). 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.


BBEUDXJDifference

Sharpe ratio

Return per unit of total volatility

1.20

2.04

-0.84

Sortino ratio

Return per unit of downside risk

1.72

2.67

-0.95

Omega ratio

Gain probability vs. loss probability

1.24

1.41

-0.17

Calmar ratio

Return relative to maximum drawdown

1.62

3.46

-1.84

Martin ratio

Return relative to average drawdown

6.30

13.69

-7.38

BBEU vs. DXJ - Sharpe Ratio Comparison

The current BBEU Sharpe Ratio is 1.20, which is lower than the DXJ Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of BBEU and DXJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BBEUDXJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

2.04

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

1.29

-0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.41

+0.03

Correlation

The correlation between BBEU and DXJ is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BBEU vs. DXJ - Dividend Comparison

BBEU's dividend yield for the trailing twelve months is around 3.00%, more than DXJ's 1.18% yield.


TTM20252024202320222021202020192018201720162015
BBEU
JPMorgan BetaBuilders Europe ETF
3.00%2.83%4.16%2.94%4.72%2.63%2.29%3.24%0.49%0.00%0.00%0.00%
DXJ
WisdomTree Japan Hedged Equity Fund
1.18%1.29%3.48%3.44%3.02%2.64%2.53%2.47%2.92%2.30%1.98%5.95%

Drawdowns

BBEU vs. DXJ - Drawdown Comparison

The maximum BBEU drawdown since its inception was -36.27%, smaller than the maximum DXJ drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for BBEU and DXJ.


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Drawdown Indicators


BBEUDXJDifference

Max Drawdown

Largest peak-to-trough decline

-36.27%

-49.63%

+13.36%

Max Drawdown (1Y)

Largest decline over 1 year

-12.23%

-12.65%

+0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-31.08%

-22.19%

-8.89%

Max Drawdown (10Y)

Largest decline over 10 years

-39.14%

Current Drawdown

Current decline from peak

-8.50%

-6.79%

-1.71%

Average Drawdown

Average peak-to-trough decline

-6.20%

-14.44%

+8.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

3.31%

-0.18%

Volatility

BBEU vs. DXJ - Volatility Comparison

JPMorgan BetaBuilders Europe ETF (BBEU) and WisdomTree Japan Hedged Equity Fund (DXJ) have volatilities of 7.87% and 7.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBEUDXJDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.87%

7.80%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

11.06%

13.70%

-2.64%

Volatility (1Y)

Calculated over the trailing 1-year period

17.49%

22.77%

-5.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.29%

18.91%

-1.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.30%

20.50%

-1.20%