BBUD.L vs. EEJD.L
BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) and EEJD.L (iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist)) are both exchange-traded funds - BBUD.L is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index, while EEJD.L is a Japan Equities fund tracking the MSCI Japan ESG Enhanced CTB Index. Both are passively managed. Over the past 5 years, BBUD.L returned 12.46%/yr vs 8.78%/yr for EEJD.L. A 0.64 correlation means they provide meaningful diversification when combined. BBUD.L charges 0.05%/yr vs 0.15%/yr for EEJD.L.
Performance
BBUD.L vs. EEJD.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBUD.L achieves a 9.91% return, which is significantly lower than EEJD.L's 16.29% return.
BBUD.L
- 1D
- 0.06%
- 1M
- 0.07%
- 6M
- 9.53%
- YTD
- 9.91%
- 1Y
- 21.06%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
EEJD.L
- 1D
- -1.02%
- 1M
- -0.60%
- 6M
- 9.97%
- YTD
- 16.29%
- 1Y
- 36.05%
- 3Y*
- 17.05%
- 5Y*
- 8.78%
- 10Y*
- —
BBUD.L vs. EEJD.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% |
EEJD.L iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) | 16.29% | 26.10% | 4.67% | 19.98% | -17.73% | 0.41% | 17.33% | 11.46% |
Correlation
The correlation between BBUD.L and EEJD.L is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.64 |
The correlation between BBUD.L and EEJD.L has been stable across timeframes, ranging from 0.58 to 0.64 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBUD.L vs. EEJD.L — Risk / Return Rank
BBUD.L
EEJD.L
BBUD.L vs. EEJD.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 Japan CTB Enhanced ESG UCITS ETF USD (Dist) (EEJD.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 | EEJD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.78 | -0.32 |
| Martin ratioReturn relative to average drawdown | 10.00 | 9.14 | +0.85 |
Loading charts...
Drawdowns
BBUD.L vs. EEJD.L - Drawdown Comparison
The maximum BBUD.L drawdown since its inception was -34.19%, roughly equal to the maximum EEJD.L drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for BBUD.L and EEJD.L.
Loading charts...
Drawdown Indicators
| BBUD.L | EEJD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -32.93% | -1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -12.98% | +4.37% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -14.11% | -5.22% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | -32.93% | +7.60% |
Current DrawdownCurrent decline from peak | -0.66% | -3.82% | +3.16% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -8.12% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 3.95% | -1.83% |
Volatility
BBUD.L vs. EEJD.L - Volatility Comparison
The current volatility for JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) is 3.03%, while iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) (EEJD.L) has a volatility of 6.68%. This indicates that BBUD.L experiences smaller price fluctuations and is considered to be less risky than EEJD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBUD.L | EEJD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 6.68% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 18.40% | -8.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 22.17% | -10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 18.48% | -2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 18.79% | -1.06% |
BBUD.L vs. EEJD.L - Expense Ratio Comparison
BBUD.L has a 0.05% expense ratio, which is lower than EEJD.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
BBUD.L vs. EEJD.L - Dividend Comparison
BBUD.L's dividend yield for the trailing twelve months is around 1.10%, less than EEJD.L's 1.45% 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% |
EEJD.L iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) | 1.45% | 1.58% | 1.83% | 1.74% | 2.13% | 1.71% | 1.55% | 1.73% |
Frequently Asked Questions
BBUD.L and EEJD.L have a correlation of 0.63, 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 0.15% for EEJD.L.
BBUD.L is categorized as Large Cap Blend Equities, while EEJD.L is Japan Equities. BBUD.L tracks Morningstar US Target Market Exposure Index, while EEJD.L tracks MSCI Japan ESG Enhanced CTB Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.05% for BBUD.L and 0.15% for EEJD.L.
Find the right allocation for BBUD.L and EEJD.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer