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BBEU vs. EUHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBEU vs. EUHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders Europe ETF (BBEU) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBEU achieves a 5.14% return, which is significantly higher than EUHY's 1.70% return.


BBEU

1D
0.47%
1M
-0.53%
YTD
5.14%
6M
8.45%
1Y
16.57%
3Y*
16.39%
5Y*
8.62%
10Y*

EUHY

1D
-0.12%
1M
0.05%
YTD
1.70%
6M
2.27%
1Y
5.47%
3Y*
9.44%
5Y*
1.82%
10Y*
3.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBEU vs. EUHY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BBEU
JPMorgan BetaBuilders Europe ETF
5.14%36.37%1.85%20.31%-14.72%17.50%5.00%23.96%-13.25%
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
1.70%17.41%-0.55%16.06%-15.59%-3.78%10.69%8.60%-3.77%

Correlation

The correlation between BBEU and EUHY is 0.63, 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

0.63

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

0.68

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

0.72

Correlation (All Time)
Calculated using the full available price history since Jun 19, 2018

0.67

The correlation between BBEU and EUHY has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.

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Return for Risk

BBEU vs. EUHY — Risk / Return Rank

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

BBEU
BBEU Risk / Return Rank: 3232
Overall Rank
BBEU Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
BBEU Sortino Ratio Rank: 3232
Sortino Ratio Rank
BBEU Omega Ratio Rank: 3131
Omega Ratio Rank
BBEU Calmar Ratio Rank: 3030
Calmar Ratio Rank
BBEU Martin Ratio Rank: 3636
Martin Ratio Rank

EUHY
EUHY Risk / Return Rank: 3131
Overall Rank
EUHY Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EUHY Sortino Ratio Rank: 2929
Sortino Ratio Rank
EUHY Omega Ratio Rank: 3131
Omega Ratio Rank
EUHY Calmar Ratio Rank: 3535
Calmar Ratio Rank
EUHY Martin Ratio Rank: 2929
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. EUHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders Europe ETF (BBEU) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). 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.


BBEUEUHYDifference
Sharpe ratioReturn per unit of total volatility

+0.07

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

1.19

1.19

0.00

Calmar ratioReturn relative to maximum drawdown

1.36

1.57

-0.21

Martin ratioReturn relative to average drawdown

5.04

3.75

+1.29

BBEU vs. EUHY - Sharpe Ratio Comparison

The current BBEU Sharpe Ratio is 1.06, which is comparable to the EUHY Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of BBEU and EUHY, 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


BBEUEUHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.00

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.18

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.34

+0.13

Drawdowns

BBEU vs. EUHY - Drawdown Comparison

The maximum BBEU drawdown since its inception was -36.27%, which is greater than EUHY's maximum drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for BBEU and EUHY.


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Drawdown Indicators


BBEUEUHYDifference

Max Drawdown

Largest peak-to-trough decline

-36.27%

-32.45%

-3.82%

Max Drawdown (1Y)

Largest decline over 1 year

-12.23%

-3.50%

-8.73%

Max Drawdown (3Y)

Largest decline over 3 years

-14.23%

-8.23%

-6.00%

Max Drawdown (5Y)

Largest decline over 5 years

-31.08%

-32.45%

+1.37%

Max Drawdown (10Y)

Largest decline over 10 years

-32.45%

Current Drawdown

Current decline from peak

-3.01%

-0.38%

-2.63%

Average Drawdown

Average peak-to-trough decline

-6.13%

-8.58%

+2.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

1.46%

+1.84%

Volatility

BBEU vs. EUHY - Volatility Comparison

JPMorgan BetaBuilders Europe ETF (BBEU) has a higher volatility of 4.79% compared to iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) at 1.03%. This indicates that BBEU's price experiences larger fluctuations and is considered to be riskier than EUHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBEUEUHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.79%

1.03%

+3.76%

Volatility (6M)

Calculated over the trailing 6-month period

13.18%

2.89%

+10.29%

Volatility (1Y)

Calculated over the trailing 1-year period

15.67%

5.51%

+10.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.52%

10.00%

+7.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.32%

10.42%

+8.90%

BBEU vs. EUHY - Expense Ratio Comparison

BBEU has a 0.09% expense ratio, which is lower than EUHY's 0.35% expense ratio.


Dividends

BBEU vs. EUHY - Dividend Comparison

BBEU's dividend yield for the trailing twelve months is around 2.83%, less than EUHY's 5.35% yield.


PositionTTM20252024202320222021202020192018201720162015
BBEU
JPMorgan BetaBuilders Europe ETF
2.83%2.83%4.16%2.94%4.72%2.63%2.29%3.24%0.49%0.00%0.00%0.00%
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
5.35%3.56%5.11%3.38%0.61%3.07%1.45%1.19%4.01%0.69%1.70%3.24%

Frequently Asked Questions


BBEU and EUHY have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBEU has higher volatility (4.79%) compared to EUHY (1.03%). In terms of maximum drawdown, BBEU dropped -36.27% vs EUHY's -32.45%.

On 5-year performance, BBEU leads with 8.62% vs 1.82% for EUHY. On fees, BBEU is cheaper at 0.09% per year. On volatility, EUHY has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBEU has performed better with a 8.62% return vs 1.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBEU is cheaper with a 0.09% expense ratio, compared with 0.35% for EUHY.

EUHY has the higher dividend yield at 5.35%, compared with 2.83% for BBEU.

BBEU is categorized as Europe Equities, while EUHY is High Yield Bonds. BBEU tracks Morningstar Developed Europe Target Market Exposure Index, while EUHY tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.09% for BBEU and 0.35% for EUHY.

BBEU currently has the higher Sharpe Ratio (1.06 vs 1.00), 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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