BBUD.L vs. JEPI.L
BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) and JEPI.L (JPMorgan 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 JEPI.L is a Derivative Income fund actively managed by JPMorgan. BBUD.L is passively managed, while JEPI.L is actively managed. Over the past year, BBUD.L returned 21.06% vs 9.57% for JEPI.L. A 0.61 correlation means they provide meaningful diversification when combined. BBUD.L charges 0.05%/yr vs 0.35%/yr for JEPI.L.
Performance
BBUD.L vs. JEPI.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 JEPI.L's 2.77% 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*
- —
JEPI.L
- 1D
- 0.00%
- 1M
- 1.24%
- 6M
- 1.27%
- YTD
- 2.77%
- 1Y
- 9.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUD.L vs. JEPI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 9.91% | 17.41% | 1.92% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 2.77% | 8.11% | -0.36% |
Correlation
The correlation between BBUD.L and JEPI.L is 0.55, 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 | 0.55 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024 | 0.61 |
The correlation between BBUD.L and JEPI.L has been stable across timeframes, ranging from 0.55 to 0.61 - a consistent structural relationship.
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Return for Risk
BBUD.L vs. JEPI.L — Risk / Return Rank
BBUD.L
JEPI.L
BBUD.L vs. JEPI.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 JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.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 | JEPI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.61 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 1.52 | +0.94 |
| Martin ratioReturn relative to average drawdown | 10.00 | 4.10 | +5.90 |
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Drawdowns
BBUD.L vs. JEPI.L - Drawdown Comparison
The maximum BBUD.L drawdown since its inception was -34.19%, which is greater than JEPI.L's maximum drawdown of -14.36%. Use the drawdown chart below to compare losses from any high point for BBUD.L and JEPI.L.
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Drawdown Indicators
| BBUD.L | JEPI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -14.36% | -19.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -6.29% | -2.32% |
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% | -1.99% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -2.48% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.34% | -0.22% |
Volatility
BBUD.L vs. JEPI.L - Volatility Comparison
JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) has a higher volatility of 3.03% compared to JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L) at 2.55%. This indicates that BBUD.L's price experiences larger fluctuations and is considered to be riskier than JEPI.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 | JEPI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.55% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 6.66% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 8.47% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 11.65% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 11.65% | +6.08% |
BBUD.L vs. JEPI.L - Expense Ratio Comparison
BBUD.L has a 0.05% expense ratio, which is lower than JEPI.L's 0.35% expense ratio.
Dividends
BBUD.L vs. JEPI.L - Dividend Comparison
BBUD.L's dividend yield for the trailing twelve months is around 1.10%, less than JEPI.L's 7.70% 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% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 7.70% | 7.08% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBUD.L and JEPI.L have a correlation of 0.55, 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 JEPI.L.
BBUD.L is categorized as Large Cap Blend Equities, while JEPI.L is Derivative Income. Their fees differ too: 0.05% for BBUD.L and 0.35% for JEPI.L.
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