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BBSA vs. BSV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BBSA and BSV is 0.06, 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.


Performance

BBSA vs. BSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) and Vanguard Short-Term Bond ETF (BSV). The values are adjusted to include any dividend payments, if applicable.

10.00%11.00%12.00%13.00%14.00%December2025FebruaryMarchAprilMay
10.01%
13.13%
BBSA
BSV

Key characteristics

Returns By Period


BBSA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BSV

YTD

2.28%

1M

0.22%

6M

2.61%

1Y

6.16%

5Y*

1.08%

10Y*

1.76%

*Annualized

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BBSA vs. BSV - Expense Ratio Comparison

BBSA has a 0.05% expense ratio, which is higher than BSV'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%.


Risk-Adjusted Performance

BBSA vs. BSV — Risk-Adjusted Performance Rank

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

BBSA
The Risk-Adjusted Performance Rank of BBSA is 7777
Overall Rank
The Sharpe Ratio Rank of BBSA is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BBSA is 9191
Sortino Ratio Rank
The Omega Ratio Rank of BBSA is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BBSA is 4646
Calmar Ratio Rank
The Martin Ratio Rank of BBSA is 7676
Martin Ratio Rank

BSV
The Risk-Adjusted Performance Rank of BSV is 9696
Overall Rank
The Sharpe Ratio Rank of BSV is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of BSV is 9898
Sortino Ratio Rank
The Omega Ratio Rank of BSV is 9797
Omega Ratio Rank
The Calmar Ratio Rank of BSV is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BSV is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BBSA vs. BSV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) and Vanguard Short-Term Bond ETF (BSV). 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.



Rolling 12-month Sharpe Ratio1.502.002.503.00December2025FebruaryMarchAprilMay
2.28
2.70
BBSA
BSV

Dividends

BBSA vs. BSV - Dividend Comparison

BBSA has not paid dividends to shareholders, while BSV's dividend yield for the trailing twelve months is around 3.56%.


TTM20242023202220212020201920182017201620152014
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
1.56%2.84%2.93%1.57%1.67%2.04%2.02%0.00%0.00%0.00%0.00%0.00%
BSV
Vanguard Short-Term Bond ETF
3.56%3.38%2.46%1.50%1.36%1.79%2.29%1.99%1.65%1.49%1.40%1.45%

Drawdowns

BBSA vs. BSV - Drawdown Comparison


-1.50%-1.00%-0.50%0.00%December2025FebruaryMarchAprilMay
-0.84%
-0.60%
BBSA
BSV

Volatility

BBSA vs. BSV - Volatility Comparison

The current volatility for JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) is 0.00%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.80%. This indicates that BBSA experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%December2025FebruaryMarchAprilMay0
0.80%
BBSA
BSV