BBUD.L vs. JEIP.L
BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) and JEIP.L (JPM US Equity Premium Income Active 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 JEIP.L is a Derivative Income fund actively managed by JPMorgan. BBUD.L is passively managed, while JEIP.L is actively managed. Over the past year, BBUD.L returned 21.06% vs 8.84% for JEIP.L. At a 0.48 correlation, their price movements are largely independent. BBUD.L charges 0.05%/yr vs 0.35%/yr for JEIP.L.
Performance
BBUD.L vs. JEIP.L - Performance Comparison
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Different Trading Currencies
BBUD.L is traded in USD, while JEIP.L is traded in GBp. To make them comparable, the JEIP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBUD.L achieves a 9.91% return, which is significantly higher than JEIP.L's 3.03% 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*
- —
JEIP.L
- 1D
- 0.74%
- 1M
- 1.68%
- 6M
- 1.64%
- YTD
- 3.03%
- 1Y
- 8.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUD.L vs. JEIP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 9.91% | 17.41% | 1.92% |
JEIP.L JPM US Equity Premium Income Active UCITS ETF USD Dist | 3.03% | 8.47% | -23.63% |
Correlation
The correlation between BBUD.L and JEIP.L is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024 | 0.49 |
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Return for Risk
BBUD.L vs. JEIP.L — Risk / Return Rank
BBUD.L
JEIP.L
BBUD.L vs. JEIP.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 JPM US Equity Premium Income Active UCITS ETF USD Dist (JEIP.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 | JEIP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 1.39 | +1.07 |
| Martin ratioReturn relative to average drawdown | 10.00 | 3.96 | +6.03 |
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Drawdowns
BBUD.L vs. JEIP.L - Drawdown Comparison
The maximum BBUD.L drawdown since its inception was -34.19%, which is greater than JEIP.L's maximum drawdown of -31.81%. Use the drawdown chart below to compare losses from any high point for BBUD.L and JEIP.L.
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Drawdown Indicators
| BBUD.L | JEIP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -31.81% | -2.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -6.32% | -2.29% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -14.88% | +14.22% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -19.87% | +14.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.23% | -0.11% |
Volatility
BBUD.L vs. JEIP.L - Volatility Comparison
JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) has a higher volatility of 3.03% compared to JPM US Equity Premium Income Active UCITS ETF USD Dist (JEIP.L) at 1.82%. This indicates that BBUD.L's price experiences larger fluctuations and is considered to be riskier than JEIP.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 | JEIP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 1.82% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 5.97% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 7.94% | +4.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 20.21% | -4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 20.21% | -2.48% |
BBUD.L vs. JEIP.L - Expense Ratio Comparison
BBUD.L has a 0.05% expense ratio, which is lower than JEIP.L's 0.35% expense ratio.
Dividends
BBUD.L vs. JEIP.L - Dividend Comparison
BBUD.L's dividend yield for the trailing twelve months is around 1.10%, less than JEIP.L's 7.75% 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% |
JEIP.L JPM US Equity Premium Income Active UCITS ETF USD Dist | 7.75% | 7.18% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBUD.L and JEIP.L have a correlation of 0.43, 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 0.35% for JEIP.L.
BBUD.L is categorized as Large Cap Blend Equities, while JEIP.L is Derivative Income. Their fees differ too: 0.05% for BBUD.L and 0.35% for JEIP.L.
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