BBRT.L vs. BBUS.L
Compare and contrast key facts about JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) and BetaBuilders US Equity UCITS USD Acc (BBUS.L).
BBRT.L and BBUS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBRT.L is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Government TR USD. It was launched on Apr 25, 2019. BBUS.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. Both BBRT.L and BBUS.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
BBRT.L vs. BBUS.L - Performance Comparison
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BBRT.L vs. BBUS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.91% | -0.87% | 2.21% | -1.99% | -2.50% | -1.20% | 4.45% | 3.80% |
BBUS.L BetaBuilders US Equity UCITS USD Acc | -2.88% | 9.16% | 27.18% | 21.25% | -10.45% | 28.84% | 16.60% | 10.88% |
Different Trading Currencies
BBRT.L is traded in GBP, while BBUS.L is traded in USD. To make them comparable, the BBUS.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBRT.L achieves a 0.91% return, which is significantly higher than BBUS.L's -2.88% return.
BBRT.L
- 1D
- -0.61%
- 1M
- -0.82%
- YTD
- 0.91%
- 6M
- 2.06%
- 1Y
- -0.04%
- 3Y*
- 0.07%
- 5Y*
- 0.40%
- 10Y*
- —
BBUS.L
- 1D
- 2.22%
- 1M
- -2.53%
- YTD
- -2.88%
- 6M
- 0.16%
- 1Y
- 15.01%
- 3Y*
- 15.88%
- 5Y*
- 12.24%
- 10Y*
- —
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BBRT.L vs. BBUS.L - Expense Ratio Comparison
BBRT.L has a 0.07% expense ratio, which is higher than BBUS.L's 0.04% expense ratio. However, 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
BBRT.L vs. BBUS.L — Risk / Return Rank
BBRT.L
BBUS.L
BBRT.L vs. BBUS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) and BetaBuilders US Equity UCITS USD Acc (BBUS.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.
| BBRT.L | BBUS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.93 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.04 | 1.36 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 1.96 | -1.91 |
Martin ratioReturn relative to average drawdown | 0.10 | 6.30 | -6.20 |
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
| BBRT.L | BBUS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.93 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.79 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.79 | -0.72 |
Correlation
The correlation between BBRT.L and BBUS.L is -0.03. 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
BBRT.L vs. BBUS.L - Dividend Comparison
Neither BBRT.L nor BBUS.L has paid dividends to shareholders.
Drawdowns
BBRT.L vs. BBUS.L - Drawdown Comparison
The maximum BBRT.L drawdown since its inception was -24.57%, smaller than the maximum BBUS.L drawdown of -26.39%. Use the drawdown chart below to compare losses from any high point for BBRT.L and BBUS.L.
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Drawdown Indicators
| BBRT.L | BBUS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -34.26% | +9.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.56% | -12.43% | +4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -16.20% | -25.33% | +9.13% |
Current DrawdownCurrent decline from peak | -19.09% | -5.74% | -13.35% |
Average DrawdownAverage peak-to-trough decline | -16.73% | -5.51% | -11.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.13% | +2.24% |
Volatility
BBRT.L vs. BBUS.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) is 2.09%, while BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a volatility of 4.87%. This indicates that BBRT.L experiences smaller price fluctuations and is considered to be less risky than BBUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRT.L | BBUS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | 4.87% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 4.52% | 9.23% | -4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.29% | 16.11% | -8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.88% | 15.57% | -6.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.64% | 17.36% | -7.72% |