BBUD.L vs. EEDS.L
BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) and EEDS.L (iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)) are both Large Cap Blend Equities funds - BBUD.L tracks the Morningstar US Target Market Exposure Index while EEDS.L tracks the MSCI USA ESG Enhanced CTB Index. Both are passively managed. Over the past 5 years, BBUD.L returned 12.46%/yr vs 11.10%/yr for EEDS.L. With a 0.99 correlation, they move nearly in lockstep. BBUD.L charges 0.05%/yr vs 0.07%/yr for EEDS.L.
Performance
BBUD.L vs. EEDS.L - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BBUD.L having a 9.91% return and EEDS.L slightly lower at 9.50%.
BBUD.L
- 1D
- 0.06%
- 1M
- 0.34%
- 6M
- 8.63%
- YTD
- 9.91%
- 1Y
- 21.77%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
EEDS.L
- 1D
- 0.00%
- 1M
- 0.44%
- 6M
- 8.50%
- YTD
- 9.50%
- 1Y
- 21.44%
- 3Y*
- 18.51%
- 5Y*
- 11.10%
- 10Y*
- —
BBUD.L vs. EEDS.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% |
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 9.50% | 14.97% | 24.21% | 26.17% | -21.67% | 27.87% | 22.28% | 14.51% |
Correlation
The correlation between BBUD.L and EEDS.L is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.99 |
The correlation between BBUD.L and EEDS.L has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
BBUD.L vs. EEDS.L — Risk / Return Rank
BBUD.L
EEDS.L
BBUD.L vs. EEDS.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 iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.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 | EEDS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.35 | +0.11 |
| Martin ratioReturn relative to average drawdown | 10.00 | 9.46 | +0.53 |
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Drawdowns
BBUD.L vs. EEDS.L - Drawdown Comparison
The maximum BBUD.L drawdown since its inception was -34.19%, roughly equal to the maximum EEDS.L drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for BBUD.L and EEDS.L.
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Drawdown Indicators
| BBUD.L | EEDS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -33.60% | -0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -9.10% | +0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -19.59% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | -27.26% | +1.93% |
Current DrawdownCurrent decline from peak | -0.66% | -0.40% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -5.80% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.26% | -0.14% |
Volatility
BBUD.L vs. EEDS.L - Volatility Comparison
JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) has a higher volatility of 3.03% compared to iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.L) at 2.85%. This indicates that BBUD.L's price experiences larger fluctuations and is considered to be riskier than EEDS.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 | EEDS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.85% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 9.47% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 12.47% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 16.53% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 17.82% | -0.09% |
BBUD.L vs. EEDS.L - Expense Ratio Comparison
BBUD.L has a 0.05% expense ratio, which is lower than EEDS.L's 0.07% 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
BBUD.L vs. EEDS.L - Dividend Comparison
BBUD.L's dividend yield for the trailing twelve months is around 1.10%, more than EEDS.L's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 0.83% | 0.89% | 1.00% | 1.15% | 1.42% | 1.01% | 1.24% | 1.07% |
Frequently Asked Questions
With a correlation of 0.99, BBUD.L and EEDS.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.07% for EEDS.L.
BBUD.L tracks Morningstar US Target Market Exposure Index, while EEDS.L tracks MSCI USA ESG Enhanced CTB Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.05% for BBUD.L and 0.07% for EEDS.L.
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