BBSA vs. SGOV
Compare and contrast key facts about JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) and iShares 0-3 Month Treasury Bond ETF (SGOV).
BBSA and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBSA is a passively managed fund by JPMorgan Chase that tracks the performance of the Bloomberg Barclays Short-Term US Aggregate Bond Index. It was launched on Mar 12, 2019. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020. Both BBSA and SGOV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBSA or SGOV.
Correlation
The correlation between BBSA and SGOV is 0.07, 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. SGOV - Performance Comparison
Key characteristics
Returns By Period
BBSA
N/A
N/A
N/A
N/A
N/A
N/A
SGOV
5.15%
0.39%
2.53%
5.25%
N/A
N/A
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BBSA vs. SGOV - Expense Ratio Comparison
BBSA has a 0.05% expense ratio, which is higher than SGOV's 0.03% 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. SGOV - 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 iShares 0-3 Month Treasury Bond ETF (SGOV). 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.
Dividends
BBSA vs. SGOV - Dividend Comparison
BBSA has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 5.11%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BBSA JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF | 3.16% | 2.93% | 1.57% | 1.67% | 2.04% | 2.02% |
SGOV iShares 0-3 Month Treasury Bond ETF | 5.11% | 4.87% | 1.45% | 0.03% | 0.04% | 0.00% |
Drawdowns
BBSA vs. SGOV - Drawdown Comparison
Volatility
BBSA vs. SGOV - Volatility Comparison
The current volatility for JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) is 0.00%, while iShares 0-3 Month Treasury Bond ETF (SGOV) has a volatility of 0.06%. This indicates that BBSA experiences smaller price fluctuations and is considered to be less risky than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.