BBSU.L vs. FWD
Compare and contrast key facts about JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and AB Disruptors ETF (FWD).
BBSU.L and FWD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBSU.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. FWD is an actively managed fund by AB Funds. It was launched on Mar 21, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBSU.L or FWD.
Correlation
The correlation between BBSU.L and FWD is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BBSU.L vs. FWD - Performance Comparison
Key characteristics
BBSU.L:
0.25
FWD:
0.27
BBSU.L:
0.43
FWD:
0.56
BBSU.L:
1.06
FWD:
1.08
BBSU.L:
0.18
FWD:
0.27
BBSU.L:
0.59
FWD:
0.89
BBSU.L:
6.51%
FWD:
8.90%
BBSU.L:
16.48%
FWD:
29.90%
BBSU.L:
-25.80%
FWD:
-29.02%
BBSU.L:
-13.52%
FWD:
-12.88%
Returns By Period
In the year-to-date period, BBSU.L achieves a -9.32% return, which is significantly lower than FWD's -3.83% return.
BBSU.L
-9.32%
5.91%
-6.52%
4.11%
14.00%
N/A
FWD
-3.83%
22.68%
-7.21%
7.93%
N/A
N/A
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BBSU.L vs. FWD - Expense Ratio Comparison
BBSU.L has a 0.05% expense ratio, which is lower than FWD's 0.65% expense ratio.
Risk-Adjusted Performance
BBSU.L vs. FWD — Risk-Adjusted Performance Rank
BBSU.L
FWD
BBSU.L vs. FWD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and AB Disruptors ETF (FWD). 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
BBSU.L vs. FWD - Dividend Comparison
BBSU.L has not paid dividends to shareholders, while FWD's dividend yield for the trailing twelve months is around 1.97%.
| TTM | 2024 | |
|---|---|---|
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% |
FWD AB Disruptors ETF | 1.97% | 1.89% |
Drawdowns
BBSU.L vs. FWD - Drawdown Comparison
The maximum BBSU.L drawdown since its inception was -25.80%, smaller than the maximum FWD drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for BBSU.L and FWD. For additional features, visit the drawdowns tool.
Volatility
BBSU.L vs. FWD - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) is 7.81%, while AB Disruptors ETF (FWD) has a volatility of 14.41%. This indicates that BBSU.L experiences smaller price fluctuations and is considered to be less risky than FWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.