BBSU.L vs. JEPI.L
BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and JEPI.L (JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - BBSU.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while JEPI.L is a Derivative Income fund actively managed by JPMorgan. BBSU.L is passively managed, while JEPI.L is actively managed. Over the past year, BBSU.L returned 28.62% vs 9.20% for JEPI.L. A 0.59 correlation means they provide meaningful diversification when combined. BBSU.L charges 0.05%/yr vs 0.35%/yr for JEPI.L.
Performance
BBSU.L vs. JEPI.L - Performance Comparison
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Different Trading Currencies
BBSU.L is traded in GBp, while JEPI.L is traded in USD. To make them comparable, the JEPI.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBSU.L achieves a 10.31% return, which is significantly higher than JEPI.L's 0.63% return.
BBSU.L
- 1D
- 0.07%
- 1M
- 5.58%
- YTD
- 10.31%
- 6M
- 10.11%
- 1Y
- 28.62%
- 3Y*
- 19.09%
- 5Y*
- 14.50%
- 10Y*
- —
JEPI.L
- 1D
- 0.18%
- 1M
- 1.03%
- YTD
- 0.63%
- 6M
- 0.31%
- 1Y
- 9.20%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBSU.L vs. JEPI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 10.31% | 9.39% | 3.41% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 0.63% | 0.41% | 0.80% |
Correlation
The correlation between BBSU.L and JEPI.L is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.59 |
The correlation between BBSU.L and JEPI.L shifts across timeframes, from 0.49 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBSU.L vs. JEPI.L — Risk / Return Rank
BBSU.L
JEPI.L
BBSU.L vs. JEPI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.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.
| BBSU.L | JEPI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.17 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 1.68 | +1.97 |
| Martin ratioReturn relative to average drawdown | 12.74 | 4.57 | +8.17 |
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
| BBSU.L | JEPI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.70 | 0.97 | +1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.10 | +0.86 |
Drawdowns
BBSU.L vs. JEPI.L - Drawdown Comparison
The maximum BBSU.L drawdown since its inception was -25.80%, which is greater than JEPI.L's maximum drawdown of -16.18%. Use the drawdown chart below to compare losses from any high point for BBSU.L and JEPI.L.
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Drawdown Indicators
| BBSU.L | JEPI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -16.18% | -9.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -5.44% | -2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -21.42% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.42% | — | — |
Current DrawdownCurrent decline from peak | -0.17% | -3.89% | +3.72% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -5.24% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.01% | +0.23% |
Volatility
BBSU.L vs. JEPI.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) is 2.64%, while JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L) has a volatility of 2.84%. This indicates that BBSU.L experiences smaller price fluctuations and is considered to be less risky than JEPI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBSU.L | JEPI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 2.84% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.21% | 7.34% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.54% | 9.47% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 12.33% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 12.33% | +3.77% |
BBSU.L vs. JEPI.L - Expense Ratio Comparison
BBSU.L has a 0.05% expense ratio, which is lower than JEPI.L's 0.35% expense ratio.
Dividends
BBSU.L vs. JEPI.L - Dividend Comparison
BBSU.L has not paid dividends to shareholders, while JEPI.L's dividend yield for the trailing twelve months is around 8.33%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 8.33% | 7.08% | 0.62% |
Frequently Asked Questions
BBSU.L and JEPI.L have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBSU.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBSU.L is cheaper with a 0.05% expense ratio, compared with 0.35% for JEPI.L.
BBSU.L is categorized as Large Cap Blend Equities, while JEPI.L is Derivative Income. Their fees differ too: 0.05% for BBSU.L and 0.35% for JEPI.L.
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