BBM3.L vs. VUAG.L
Compare and contrast key facts about JPMorgan BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD (Acc) (BBM3.L) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
BBM3.L and VUAG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBM3.L is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Government TR USD. It was launched on Feb 17, 2021. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019. Both BBM3.L and VUAG.L 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
BBM3.L vs. VUAG.L - Performance Comparison
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BBM3.L vs. VUAG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBM3.L JPMorgan BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD (Acc) | 2.53% | -2.96% | 7.04% | -0.79% | 13.68% | 4.38% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | -2.78% | 9.36% | 27.33% | 19.67% | -8.88% | 29.04% |
Returns By Period
In the year-to-date period, BBM3.L achieves a 2.53% return, which is significantly higher than VUAG.L's -2.78% return.
BBM3.L
- 1D
- 0.61%
- 1M
- 0.91%
- YTD
- 2.53%
- 6M
- 3.27%
- 1Y
- 1.91%
- 3Y*
- 2.44%
- 5Y*
- 4.24%
- 10Y*
- —
VUAG.L
- 1D
- -24.47%
- 1M
- -2.34%
- YTD
- -2.78%
- 6M
- -0.10%
- 1Y
- 14.88%
- 3Y*
- 15.72%
- 5Y*
- 12.71%
- 10Y*
- —
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BBM3.L vs. VUAG.L - Expense Ratio Comparison
Both BBM3.L and VUAG.L have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
BBM3.L vs. VUAG.L — Risk / Return Rank
BBM3.L
VUAG.L
BBM3.L vs. VUAG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD (Acc) (BBM3.L) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L). 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.
| BBM3.L | VUAG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.33 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.44 | 0.88 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.24 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.84 | -0.35 |
Martin ratioReturn relative to average drawdown | 0.92 | 8.32 | -7.39 |
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
| BBM3.L | VUAG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.33 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.77 | -0.23 |
Correlation
The correlation between BBM3.L and VUAG.L is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BBM3.L vs. VUAG.L - Dividend Comparison
Neither BBM3.L nor VUAG.L has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BBM3.L JPMorgan BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 71.39% |
Drawdowns
BBM3.L vs. VUAG.L - Drawdown Comparison
The maximum BBM3.L drawdown since its inception was -15.27%, smaller than the maximum VUAG.L drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for BBM3.L and VUAG.L.
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Drawdown Indicators
| BBM3.L | VUAG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.27% | -25.61% | +10.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -24.47% | +18.19% |
Max Drawdown (5Y)Largest decline over 5 years | -15.27% | -24.47% | +9.20% |
Current DrawdownCurrent decline from peak | -4.82% | -24.47% | +19.65% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -3.58% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.48% | +0.88% |
Volatility
BBM3.L vs. VUAG.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD (Acc) (BBM3.L) is 2.18%, while Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) has a volatility of 42.18%. This indicates that BBM3.L experiences smaller price fluctuations and is considered to be less risky than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBM3.L | VUAG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.18% | 42.18% | -40.00% |
Volatility (6M)Calculated over the trailing 6-month period | 4.39% | 42.00% | -37.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 45.19% | -38.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.43% | 23.86% | -15.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.42% | 39.93% | -31.51% |