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BBHY vs. XB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBHY vs. XB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) and BondBloxx B Rated USD High Yield Corporate Bond ETF (XB). The values are adjusted to include any dividend payments, if applicable.

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BBHY vs. XB - Yearly Performance Comparison


2026 (YTD)2025202420232022
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
-0.05%8.51%7.81%11.98%-3.00%
XB
BondBloxx B Rated USD High Yield Corporate Bond ETF
0.18%7.81%7.41%12.94%-4.25%

Returns By Period

In the year-to-date period, BBHY achieves a -0.05% return, which is significantly lower than XB's 0.18% return.


BBHY

1D
0.23%
1M
-0.68%
YTD
-0.05%
6M
1.03%
1Y
7.05%
3Y*
8.15%
5Y*
3.98%
10Y*

XB

1D
0.39%
1M
-0.40%
YTD
0.18%
6M
1.55%
1Y
7.19%
3Y*
7.92%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBHY vs. XB - Expense Ratio Comparison

BBHY has a 0.15% expense ratio, which is lower than XB's 0.30% expense ratio.


Return for Risk

BBHY vs. XB — Risk / Return Rank

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

BBHY
BBHY Risk / Return Rank: 7171
Overall Rank
BBHY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
BBHY Sortino Ratio Rank: 7070
Sortino Ratio Rank
BBHY Omega Ratio Rank: 7777
Omega Ratio Rank
BBHY Calmar Ratio Rank: 6363
Calmar Ratio Rank
BBHY Martin Ratio Rank: 7979
Martin Ratio Rank

XB
XB Risk / Return Rank: 7474
Overall Rank
XB Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
XB Sortino Ratio Rank: 7373
Sortino Ratio Rank
XB Omega Ratio Rank: 7979
Omega Ratio Rank
XB Calmar Ratio Rank: 6464
Calmar Ratio Rank
XB Martin Ratio Rank: 8383
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.

BBHY vs. XB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) and BondBloxx B Rated USD High Yield Corporate Bond ETF (XB). 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.


BBHYXBDifference

Sharpe ratio

Return per unit of total volatility

1.24

1.29

-0.05

Sortino ratio

Return per unit of downside risk

1.81

1.92

-0.11

Omega ratio

Gain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratio

Return relative to maximum drawdown

1.68

1.75

-0.07

Martin ratio

Return relative to average drawdown

9.08

10.09

-1.01

BBHY vs. XB - Sharpe Ratio Comparison

The current BBHY Sharpe Ratio is 1.24, which is comparable to the XB Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of BBHY and XB, 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


BBHYXBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.29

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.81

-0.18

Correlation

The correlation between BBHY and XB is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BBHY vs. XB - Dividend Comparison

BBHY's dividend yield for the trailing twelve months is around 7.14%, which matches XB's 7.18% yield.


TTM2025202420232022202120202019201820172016
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
7.14%7.24%7.18%6.49%5.92%4.06%4.73%4.99%5.02%4.81%1.42%
XB
BondBloxx B Rated USD High Yield Corporate Bond ETF
7.18%6.96%7.74%7.87%5.01%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BBHY vs. XB - Drawdown Comparison

The maximum BBHY drawdown since its inception was -24.98%, which is greater than XB's maximum drawdown of -9.25%. Use the drawdown chart below to compare losses from any high point for BBHY and XB.


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Drawdown Indicators


BBHYXBDifference

Max Drawdown

Largest peak-to-trough decline

-24.98%

-9.25%

-15.73%

Max Drawdown (1Y)

Largest decline over 1 year

-4.34%

-4.27%

-0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-15.32%

Current Drawdown

Current decline from peak

-1.04%

-0.65%

-0.39%

Average Drawdown

Average peak-to-trough decline

-2.41%

-1.36%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

0.74%

+0.06%

Volatility

BBHY vs. XB - Volatility Comparison

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) has a higher volatility of 2.19% compared to BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) at 2.06%. This indicates that BBHY's price experiences larger fluctuations and is considered to be riskier than XB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBHYXBDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.19%

2.06%

+0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.80%

2.77%

+0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

5.73%

5.61%

+0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.25%

7.54%

-0.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.58%

7.54%

+0.04%