BBUS.DE vs. 36B6.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and 36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) are both Large Cap Blend Equities funds - BBUS.DE tracks the Morningstar US Target Market Exposure while 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, BBUS.DE returned 14.33%/yr vs 12.25%/yr for 36B6.DE. Their correlation of 0.94 suggests significant overlap in exposure. BBUS.DE charges 0.05%/yr vs 0.20%/yr for 36B6.DE.
Performance
BBUS.DE vs. 36B6.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BBUS.DE achieves a 11.12% return, which is significantly lower than 36B6.DE's 14.86% return.
BBUS.DE
- 1D
- -0.05%
- 1M
- 5.27%
- YTD
- 11.12%
- 6M
- 11.08%
- 1Y
- 25.05%
- 3Y*
- 18.93%
- 5Y*
- 14.33%
- 10Y*
- —
36B6.DE
- 1D
- 0.12%
- 1M
- 6.46%
- YTD
- 14.86%
- 6M
- 15.23%
- 1Y
- 22.43%
- 3Y*
- 14.59%
- 5Y*
- 12.25%
- 10Y*
- —
BBUS.DE vs. 36B6.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 32.23% | 23.40% | -15.59% | 38.84% | 9.02% | 14.07% |
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | -0.74% | 20.34% | 20.20% | -14.25% | 43.41% | 13.54% | 15.49% |
Correlation
The correlation between BBUS.DE and 36B6.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2019 | 0.94 |
The correlation between BBUS.DE and 36B6.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
BBUS.DE vs. 36B6.DE — Risk / Return Rank
BBUS.DE
36B6.DE
BBUS.DE vs. 36B6.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) and iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE). 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.
| BBUS.DE | 36B6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.31 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.10 | +0.28 |
| Martin ratioReturn relative to average drawdown | 11.81 | 10.29 | +1.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBUS.DE | 36B6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.76 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.78 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.86 | +0.03 |
Drawdowns
BBUS.DE vs. 36B6.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.09%, roughly equal to the maximum 36B6.DE drawdown of -34.21%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and 36B6.DE.
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Drawdown Indicators
| BBUS.DE | 36B6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.09% | -34.21% | +0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -7.21% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -23.75% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -23.75% | +0.29% |
Current DrawdownCurrent decline from peak | -0.37% | 0.00% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -4.98% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.17% | -0.05% |
Volatility
BBUS.DE vs. 36B6.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) is 2.68%, while iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) has a volatility of 3.79%. This indicates that BBUS.DE experiences smaller price fluctuations and is considered to be less risky than 36B6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBUS.DE | 36B6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 3.79% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 9.08% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 12.71% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 15.45% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 17.54% | -0.36% |
BBUS.DE vs. 36B6.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than 36B6.DE's 0.20% 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
BBUS.DE vs. 36B6.DE - Dividend Comparison
BBUS.DE has not paid dividends to shareholders, while 36B6.DE's dividend yield for the trailing twelve months is around 0.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.85% | 0.97% | 1.10% | 1.27% | 1.40% | 0.91% | 1.05% | 1.17% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBUS.DE and 36B6.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.DE is cheaper with a 0.05% expense ratio, compared with 0.20% for 36B6.DE.
BBUS.DE tracks Morningstar US Target Market Exposure, while 36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.05% for BBUS.DE and 0.20% for 36B6.DE.
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