BBLB vs. USFR
Compare and contrast key facts about Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
BBLB and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBLB is a passively managed fund by JPMorgan that tracks the performance of the U.S. Treasury 20+ Year Index. It was launched on Apr 19, 2023. USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014. Both BBLB and USFR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBLB vs. USFR - Performance Comparison
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BBLB vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF | 0.38% | 4.26% | -7.84% | -2.91% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 0.93% | 4.23% | 5.47% | 3.66% |
Returns By Period
In the year-to-date period, BBLB achieves a 0.38% return, which is significantly lower than USFR's 0.93% return.
BBLB
- 1D
- 0.20%
- 1M
- -3.88%
- YTD
- 0.38%
- 6M
- -0.47%
- 1Y
- 0.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USFR
- 1D
- 0.00%
- 1M
- 0.27%
- YTD
- 0.93%
- 6M
- 2.02%
- 1Y
- 4.10%
- 3Y*
- 4.89%
- 5Y*
- 3.52%
- 10Y*
- 2.41%
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BBLB vs. USFR - Expense Ratio Comparison
BBLB has a 0.07% expense ratio, which is lower than USFR's 0.15% 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%.
Return for Risk
BBLB vs. USFR — Risk / Return Rank
BBLB
USFR
BBLB vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). 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.
| BBLB | USFR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 14.37 | -14.37 |
Sortino ratioReturn per unit of downside risk | 0.08 | 42.77 | -42.69 |
Omega ratioGain probability vs. loss probability | 1.01 | 10.64 | -9.63 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 103.73 | -103.64 |
Martin ratioReturn relative to average drawdown | 0.20 | 661.88 | -661.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBLB | USFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 14.37 | -14.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 8.63 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 3.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.16 | 1.57 | -1.73 |
Correlation
The correlation between BBLB and USFR is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BBLB vs. USFR - Dividend Comparison
BBLB's dividend yield for the trailing twelve months is around 5.15%, more than USFR's 4.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF | 5.15% | 5.03% | 5.34% | 2.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.00% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Drawdowns
BBLB vs. USFR - Drawdown Comparison
The maximum BBLB drawdown since its inception was -21.06%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for BBLB and USFR.
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Drawdown Indicators
| BBLB | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.06% | -1.36% | -19.70% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -0.04% | -9.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.18% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.80% | — |
Current DrawdownCurrent decline from peak | -8.26% | 0.00% | -8.26% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -0.16% | -8.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 0.01% | +4.43% |
Volatility
BBLB vs. USFR - Volatility Comparison
Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) has a higher volatility of 3.82% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that BBLB's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBLB | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 0.09% | +3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 6.62% | 0.19% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 0.29% | +11.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 0.41% | +13.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.09% | 0.81% | +13.28% |