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BBEU vs. IBIC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBEU vs. IBIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders Europe ETF (BBEU) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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 7.55% return, which is significantly higher than IBIC's 2.39% return.


BBEU

1D
0.08%
1M
1.29%
YTD
7.55%
6M
8.20%
1Y
22.23%
3Y*
17.39%
5Y*
9.57%
10Y*

IBIC

1D
0.06%
1M
0.08%
YTD
2.39%
6M
2.49%
1Y
4.38%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBEU vs. IBIC - Yearly Performance Comparison


2026 (YTD)202520242023
BBEU
JPMorgan BetaBuilders Europe ETF
7.55%36.37%1.85%8.03%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
2.39%4.96%5.25%2.17%

Correlation

The correlation between BBEU and IBIC is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.22

Correlation (All Time)
Calculated using the full available price history since Sep 15, 2023

-0.01

Over the past year, the inverse relationship between BBEU and IBIC has strengthened: their correlation has moved from -0.01 to -0.22, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

BBEU vs. IBIC — Risk / Return Rank

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

BBEU
BBEU Risk / Return Rank: 4040
Overall Rank
BBEU Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BBEU Sortino Ratio Rank: 4141
Sortino Ratio Rank
BBEU Omega Ratio Rank: 3939
Omega Ratio Rank
BBEU Calmar Ratio Rank: 3737
Calmar Ratio Rank
BBEU Martin Ratio Rank: 4343
Martin Ratio Rank

IBIC
IBIC Risk / Return Rank: 9898
Overall Rank
IBIC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
IBIC Sortino Ratio Rank: 9898
Sortino Ratio Rank
IBIC Omega Ratio Rank: 9898
Omega Ratio Rank
IBIC Calmar Ratio Rank: 9898
Calmar Ratio Rank
IBIC Martin Ratio Rank: 9898
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. IBIC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders Europe ETF (BBEU) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.


BBEUIBICDifference
Sharpe ratioReturn per unit of total volatility

-3.53

Sortino ratioReturn per unit of downside risk

-6.85

Omega ratioGain probability vs. loss probability

1.25

2.21

-0.96

Calmar ratioReturn relative to maximum drawdown

1.83

16.41

-14.59

Martin ratioReturn relative to average drawdown

6.77

58.11

-51.34

BBEU vs. IBIC - Sharpe Ratio Comparison

The current BBEU Sharpe Ratio is 1.41, which is lower than the IBIC Sharpe Ratio of 4.94. The chart below compares the historical Sharpe Ratios of BBEU and IBIC, 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

BBEU vs. IBIC - Drawdown Comparison

The maximum BBEU drawdown since its inception was -36.27%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for BBEU and IBIC.


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Drawdown Indicators


BBEUIBICDifference

Max Drawdown

Largest peak-to-trough decline

-36.27%

-0.90%

-35.37%

Max Drawdown (1Y)

Largest decline over 1 year

-12.23%

-0.27%

-11.96%

Max Drawdown (3Y)

Largest decline over 3 years

-14.23%

Max Drawdown (5Y)

Largest decline over 5 years

-31.08%

Current Drawdown

Current decline from peak

-0.78%

-0.11%

-0.67%

Average Drawdown

Average peak-to-trough decline

-6.11%

-0.10%

-6.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

0.08%

+3.21%

Volatility

BBEU vs. IBIC - Volatility Comparison

JPMorgan BetaBuilders Europe ETF (BBEU) has a higher volatility of 4.70% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.16%. This indicates that BBEU's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBEUIBICDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.70%

0.16%

+4.54%

Volatility (6M)

Calculated over the trailing 6-month period

13.47%

0.67%

+12.80%

Volatility (1Y)

Calculated over the trailing 1-year period

15.85%

0.89%

+14.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.55%

1.57%

+15.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.31%

1.57%

+17.74%

BBEU vs. IBIC - Expense Ratio Comparison

BBEU has a 0.09% expense ratio, which is lower than IBIC's 0.10% 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

BBEU vs. IBIC - Dividend Comparison

BBEU's dividend yield for the trailing twelve months is around 2.76%, less than IBIC's 3.59% yield.


PositionTTM20252024202320222021202020192018
BBEU
JPMorgan BetaBuilders Europe ETF
2.76%2.83%4.16%2.94%4.72%2.63%2.29%3.24%0.49%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
3.59%4.43%4.65%0.83%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BBEU and IBIC have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBEU has higher volatility (4.70%) compared to IBIC (0.16%). In terms of maximum drawdown, BBEU dropped -36.27% vs IBIC's -0.90%.

On 1-year performance, BBEU leads with 22.23% vs 4.38% for IBIC. On fees, BBEU is cheaper at 0.09% per year. On volatility, IBIC has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BBEU has performed better with a 22.23% return vs 4.38%. 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 0.10% for IBIC.

IBIC has the higher dividend yield at 3.59%, compared with 2.76% for BBEU.

BBEU is categorized as Europe Equities, while IBIC is Inflation-Protected Bonds. BBEU tracks Morningstar Developed Europe Target Market Exposure Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.09% for BBEU and 0.10% for IBIC.

IBIC currently has the higher Sharpe Ratio (4.94 vs 1.41), 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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