BBSU.L vs. XZMD.L

Last updated Jun 5, 2026

BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and XZMD.L (Xtrackers MSCI USA ESG UCITS ETF 1D) are both Large Cap Blend Equities funds tracking the Russell 1000 TR USD, from JPMorgan and Xtrackers respectively. Both are passively managed. Over the past 3 years, BBSU.L returned 19.09%/yr vs 19.56%/yr for XZMD.L. At a 0.49 correlation, their price movements are largely independent. BBSU.L charges 0.05%/yr vs 0.15%/yr for XZMD.L.

Performance

BBSU.L vs. XZMD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and Xtrackers MSCI USA ESG UCITS ETF 1D (XZMD.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BBSU.L is traded in GBp, while XZMD.L is traded in USD. To make them comparable, the XZMD.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 XZMD.L's 8.47% 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*: —

XZMD.L

• 1D: 0.76%
• 1M: 5.54%
• YTD: 8.47%
• 6M: 8.64%
• 1Y: 26.95%
• 3Y*: 19.56%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBSU.L vs. XZMD.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	10.31%	9.39%	27.19%	20.71%	-5.25%
XZMD.L Xtrackers MSCI USA ESG UCITS ETF 1D	8.47%	8.37%	27.57%	23.85%	-5.73%

Correlation

The correlation between BBSU.L and XZMD.L is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (3Y) Calculated over the trailing 3-year period	0.39
Correlation (All Time) Calculated using the full available price history since May 3, 2022	0.49

The correlation between BBSU.L and XZMD.L shifts across timeframes, from 0.38 (1 year) to 0.49 (all time), reflecting how their relationship changes across market environments.

BBSU.L vs. XZMD.L - Sectors Allocation Comparison

Sectors	BBSU.L	XZMD.L
Technology	35.4%	37.2%
Financial Services	11.8%	12.7%
Communication Services	11.5%	15.0%
Consumer Cyclical	10.1%	9.8%
Healthcare	8.6%	10.7%
Industrials	8.4%	8.7%
Consumer Defensive	4.8%	1.3%
Energy	3.6%	0.1%
Utilities	2.3%	0.3%
Real Estate	1.8%	2.7%
Basic Materials	1.7%	1.6%

Return for Risk

BBSU.L vs. XZMD.L — Risk / Return Rank

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

BBSU.L

BBSU.L Risk / Return Rank: 79
BBSU.L Sharpe Ratio Rank: 84
BBSU.L Sortino Ratio Rank: 82
BBSU.L Omega Ratio Rank: 85
BBSU.L Calmar Ratio Rank: 74
BBSU.L Martin Ratio Rank: 69

XZMD.L

XZMD.L Risk / Return Rank: 94
XZMD.L Sharpe Ratio Rank: 95
XZMD.L Sortino Ratio Rank: 95
XZMD.L Omega Ratio Rank: 93
XZMD.L Calmar Ratio Rank: 94
XZMD.L Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBSU.L vs. XZMD.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 Xtrackers MSCI USA ESG UCITS ETF 1D (XZMD.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	XZMD.L	Difference
Sharpe ratio: Return per unit of total volatility	2.70	4.10	-1.40
Sortino ratio: Return per unit of downside risk	3.60	5.71	-2.11
Omega ratio: Gain probability vs. loss probability	1.50	1.74	-0.23
Calmar ratio: Return relative to maximum drawdown	3.65	8.29	-4.64
Martin ratio: Return relative to average drawdown	12.74	25.82	-13.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBSU.L vs. XZMD.L - Sharpe Ratio Comparison

The current BBSU.L Sharpe Ratio is 2.70, which is lower than the XZMD.L Sharpe Ratio of 4.10. The chart below compares the historical Sharpe Ratios of BBSU.L and XZMD.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBSU.L	XZMD.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.70	4.10	-1.40
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	1.39	-0.43

Drawdowns

BBSU.L vs. XZMD.L - Drawdown Comparison

The maximum BBSU.L drawdown since its inception was -25.80%, which is greater than XZMD.L's maximum drawdown of -22.72%. Use the drawdown chart below to compare losses from any high point for BBSU.L and XZMD.L.

Drawdown Indicators

	BBSU.L	XZMD.L	Difference
Max Drawdown Largest peak-to-trough decline	-25.80%	-22.72%	-3.08%
Max Drawdown (1Y) Largest decline over 1 year	-7.80%	-10.21%	+2.41%
Max Drawdown (3Y) Largest decline over 3 years	-21.42%	-22.72%	+1.30%
Max Drawdown (5Y) Largest decline over 5 years	-21.42%	—	—
Current Drawdown Current decline from peak	-0.17%	-0.05%	-0.12%
Average Drawdown Average peak-to-trough decline	-3.72%	-5.03%	+1.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.24%	7.53%	-5.29%

Volatility

BBSU.L vs. XZMD.L - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) is 2.64%, while Xtrackers MSCI USA ESG UCITS ETF 1D (XZMD.L) has a volatility of 3.90%. This indicates that BBSU.L experiences smaller price fluctuations and is considered to be less risky than XZMD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBSU.L	XZMD.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.64%	3.90%	-1.26%
Volatility (6M) Calculated over the trailing 6-month period	7.21%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.54%	20.73%	-10.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.45%	22.32%	-7.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.10%	22.32%	-6.22%

BBSU.L vs. XZMD.L - Expense Ratio Comparison

BBSU.L has a 0.05% expense ratio, which is lower than XZMD.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BBSU.L vs. XZMD.L - Dividend Comparison

BBSU.L has not paid dividends to shareholders, while XZMD.L's dividend yield for the trailing twelve months is around 0.68%.

Position	TTM	2025	2024	2023	2022
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.00%	0.00%	0.00%	0.00%	0.00%
XZMD.L Xtrackers MSCI USA ESG UCITS ETF 1D	0.68%	0.79%	0.95%	0.95%	0.54%

Frequently Asked Questions

Can I hold both BBSU.L and XZMD.L in my portfolio?

BBSU.L and XZMD.L have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BBSU.L or XZMD.L?

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.

Which ETF is cheaper, BBSU.L or XZMD.L?

BBSU.L is cheaper with a 0.05% expense ratio, compared with 0.15% for XZMD.L.

What is the main difference between BBSU.L and XZMD.L?

Both ETFs track Russell 1000 TR USD. They also come from different issuers: JPMorgan and Xtrackers. Their fees differ too: 0.05% for BBSU.L and 0.15% for XZMD.L.