BBUD.L vs. 5HED.L
BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) and 5HED.L (Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)) are both Large Cap Blend Equities funds. BBUD.L is passively managed, while 5HED.L is actively managed. Over the past 5 years, BBUD.L returned 12.46%/yr vs 2.88%/yr for 5HED.L. A 0.78 correlation means they provide meaningful diversification when combined. BBUD.L charges 0.05%/yr vs 0.75%/yr for 5HED.L.
Performance
BBUD.L vs. 5HED.L - Performance Comparison
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Returns By Period
In the year-to-date period, BBUD.L achieves a 9.91% return, which is significantly higher than 5HED.L's 3.15% return.
BBUD.L
- 1D
- 0.06%
- 1M
- 0.66%
- 6M
- 8.97%
- YTD
- 9.91%
- 1Y
- 20.68%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
5HED.L
- 1D
- -0.11%
- 1M
- 2.16%
- 6M
- 1.64%
- YTD
- 3.15%
- 1Y
- 8.67%
- 3Y*
- 4.27%
- 5Y*
- 2.88%
- 10Y*
- —
BBUD.L vs. 5HED.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 9.91% | 17.41% | 25.12% | 27.64% | -19.95% | 27.63% | 20.16% | 13.29% |
5HED.L Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | 3.15% | 4.27% | 3.80% | 15.96% | -16.20% | 22.01% | 24.02% | 14.63% |
Correlation
The correlation between BBUD.L and 5HED.L is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.78 |
Over the past year, the correlation between BBUD.L and 5HED.L has dropped to 0.48 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
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Return for Risk
BBUD.L vs. 5HED.L — Risk / Return Rank
BBUD.L
5HED.L
BBUD.L vs. 5HED.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) and Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBUD.L | 5HED.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.13 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 0.96 | +1.49 |
| Martin ratioReturn relative to average drawdown | 10.00 | 2.40 | +7.59 |
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Drawdowns
BBUD.L vs. 5HED.L - Drawdown Comparison
The maximum BBUD.L drawdown since its inception was -34.19%, roughly equal to the maximum 5HED.L drawdown of -32.84%. Use the drawdown chart below to compare losses from any high point for BBUD.L and 5HED.L.
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Drawdown Indicators
| BBUD.L | 5HED.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -32.84% | -1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -8.95% | +0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -18.06% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | -22.17% | -3.16% |
Current DrawdownCurrent decline from peak | -0.66% | -2.23% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -5.73% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 3.60% | -1.48% |
Volatility
BBUD.L vs. 5HED.L - Volatility Comparison
The current volatility for JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) is 3.03%, while Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.L) has a volatility of 4.08%. This indicates that BBUD.L experiences smaller price fluctuations and is considered to be less risky than 5HED.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBUD.L | 5HED.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 4.08% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 9.49% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 11.77% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 15.98% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 18.25% | -0.52% |
BBUD.L vs. 5HED.L - Expense Ratio Comparison
BBUD.L has a 0.05% expense ratio, which is lower than 5HED.L's 0.75% expense ratio.
Dividends
BBUD.L vs. 5HED.L - Dividend Comparison
BBUD.L's dividend yield for the trailing twelve months is around 1.10%, while 5HED.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5HED.L Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% |
Frequently Asked Questions
BBUD.L and 5HED.L have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUD.L is cheaper with a 0.05% expense ratio, compared with 0.75% for 5HED.L.
They also come from different issuers: JPMorgan and Ossiam. Their fees differ too: 0.05% for BBUD.L and 0.75% for 5HED.L.
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