BBUS.DE vs. FTGU.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and FTGU.DE (First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD) are both Large Cap Blend Equities funds - BBUS.DE tracks the Morningstar US Target Market Exposure while FTGU.DE tracks the Nasdaq AlphaDEX Large Cap Core NTR Index. Both are passively managed. Over the past 5 years, BBUS.DE returned 13.25%/yr vs 11.49%/yr for FTGU.DE. Their correlation of 0.88 suggests significant overlap in exposure. BBUS.DE charges 0.05%/yr vs 0.65%/yr for FTGU.DE.
Performance
BBUS.DE vs. FTGU.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BBUS.DE achieves a 12.77% return, which is significantly lower than FTGU.DE's 16.48% return.
BBUS.DE
- 1D
- 0.13%
- 1M
- 1.54%
- 6M
- 11.81%
- YTD
- 12.77%
- 1Y
- 22.90%
- 3Y*
- 19.28%
- 5Y*
- 13.25%
- 10Y*
- —
FTGU.DE
- 1D
- -0.23%
- 1M
- -1.01%
- 6M
- 12.79%
- YTD
- 16.48%
- 1Y
- 25.18%
- 3Y*
- 16.81%
- 5Y*
- 11.49%
- 10Y*
- —
BBUS.DE vs. FTGU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 12.77% | 4.72% | 32.23% | 23.42% | -15.60% | 38.80% | 9.06% | 1.77% |
FTGU.DE First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD | 16.48% | 2.82% | 23.34% | 10.92% | -7.47% | 38.46% | 2.87% | 9.51% |
Correlation
The correlation between BBUS.DE and FTGU.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.88 |
The correlation between BBUS.DE and FTGU.DE shifts across timeframes, from 0.76 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBUS.DE vs. FTGU.DE — Risk / Return Rank
BBUS.DE
FTGU.DE
BBUS.DE vs. FTGU.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 First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD (FTGU.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.
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.
| BBUS.DE | FTGU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.41 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 7.52 | -4.43 |
| Martin ratioReturn relative to average drawdown | 10.67 | 19.59 | -8.92 |
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Drawdowns
BBUS.DE vs. FTGU.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.11%, smaller than the maximum FTGU.DE drawdown of -99.98%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and FTGU.DE.
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Drawdown Indicators
| BBUS.DE | FTGU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.11% | -99.98% | +65.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -3.70% | -3.68% |
Max Drawdown (3Y)Largest decline over 3 years | -23.45% | -24.38% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.45% | -24.38% | +0.93% |
Current DrawdownCurrent decline from peak | -0.22% | -3.21% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -5.12% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 1.42% | +0.72% |
Volatility
BBUS.DE vs. FTGU.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) is 2.81%, while First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD (FTGU.DE) has a volatility of 3.76%. This indicates that BBUS.DE experiences smaller price fluctuations and is considered to be less risky than FTGU.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 | FTGU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.76% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.06% | 8.22% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.00% | 12.21% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 15.48% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 132,531.53% | -132,513.97% |
BBUS.DE vs. FTGU.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than FTGU.DE's 0.65% expense ratio.
Dividends
BBUS.DE vs. FTGU.DE - Dividend Comparison
Neither BBUS.DE nor FTGU.DE has paid dividends to shareholders.
Frequently Asked Questions
BBUS.DE and FTGU.DE have a correlation of 0.76, 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 0.65% for FTGU.DE.
BBUS.DE tracks Morningstar US Target Market Exposure, while FTGU.DE tracks Nasdaq AlphaDEX Large Cap Core NTR Index. They also come from different issuers: JPMorgan and First Trust. Their fees differ too: 0.05% for BBUS.DE and 0.65% for FTGU.DE.
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