BBUD.L vs. ISDU.L
BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) and ISDU.L (iShares MSCI USA Islamic UCITS ETF) are both Large Cap Blend Equities funds - BBUD.L tracks the Morningstar US Target Market Exposure Index while ISDU.L tracks the MSCI USA Islamic Index. Both are passively managed. Over the past 5 years, BBUD.L returned 12.46%/yr vs 12.92%/yr for ISDU.L. Their correlation of 0.91 suggests significant overlap in exposure. BBUD.L charges 0.05%/yr vs 0.30%/yr for ISDU.L.
Performance
BBUD.L vs. ISDU.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 lower than ISDU.L's 17.03% 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*
- —
ISDU.L
- 1D
- -1.63%
- 1M
- -4.25%
- 6M
- 14.85%
- YTD
- 17.03%
- 1Y
- 30.03%
- 3Y*
- 15.79%
- 5Y*
- 12.92%
- 10Y*
- 11.44%
BBUD.L vs. ISDU.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% |
ISDU.L iShares MSCI USA Islamic UCITS ETF | 17.03% | 15.85% | 9.35% | 25.84% | -11.90% | 29.59% | 6.85% | 7.06% |
Correlation
The correlation between BBUD.L and ISDU.L is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.91 |
The correlation between BBUD.L and ISDU.L has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.
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Return for Risk
BBUD.L vs. ISDU.L — Risk / Return Rank
BBUD.L
ISDU.L
BBUD.L vs. ISDU.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 Islamic UCITS ETF (ISDU.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 | ISDU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.35 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 4.34 | -1.88 |
| Martin ratioReturn relative to average drawdown | 10.00 | 12.50 | -2.50 |
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Drawdowns
BBUD.L vs. ISDU.L - Drawdown Comparison
The maximum BBUD.L drawdown since its inception was -34.19%, smaller than the maximum ISDU.L drawdown of -44.43%. Use the drawdown chart below to compare losses from any high point for BBUD.L and ISDU.L.
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Drawdown Indicators
| BBUD.L | ISDU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -44.43% | +10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -6.89% | -1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -21.98% | +2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | -21.98% | -3.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.00% | — |
Current DrawdownCurrent decline from peak | -0.66% | -5.34% | +4.68% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -6.22% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.40% | -0.28% |
Volatility
BBUD.L vs. ISDU.L - Volatility Comparison
The current volatility for JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) is 3.03%, while iShares MSCI USA Islamic UCITS ETF (ISDU.L) has a volatility of 6.11%. This indicates that BBUD.L experiences smaller price fluctuations and is considered to be less risky than ISDU.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 | ISDU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 6.11% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 12.38% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 14.90% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 16.50% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 16.28% | +1.45% |
BBUD.L vs. ISDU.L - Expense Ratio Comparison
BBUD.L has a 0.05% expense ratio, which is lower than ISDU.L's 0.30% expense ratio.
Dividends
BBUD.L vs. ISDU.L - Dividend Comparison
BBUD.L's dividend yield for the trailing twelve months is around 1.10%, more than ISDU.L's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
ISDU.L iShares MSCI USA Islamic UCITS ETF | 0.65% | 0.39% | 0.90% | 1.10% | 1.52% | 1.01% | 1.39% | 1.37% | 1.49% | 1.38% | 1.34% | 1.43% |
Frequently Asked Questions
BBUD.L and ISDU.L have a correlation of 0.82, 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 0.30% for ISDU.L.
BBUD.L tracks Morningstar US Target Market Exposure Index, while ISDU.L tracks MSCI USA Islamic Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.05% for BBUD.L and 0.30% for ISDU.L.
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