BBUS.DE vs. JEIP.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and JEIP.DE (JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - BBUS.DE is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure, while JEIP.DE is a Derivative Income fund actively managed by JPMorgan. BBUS.DE is passively managed, while JEIP.DE is actively managed. Over the past year, BBUS.DE returned 25.00% vs 7.13% for JEIP.DE. A 0.63 correlation means they provide meaningful diversification when combined. BBUS.DE charges 0.05%/yr vs 0.35%/yr for JEIP.DE.
Performance
BBUS.DE vs. JEIP.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 higher than JEIP.DE's 1.23% return.
BBUS.DE
- 1D
- -0.05%
- 1M
- 4.40%
- YTD
- 11.12%
- 6M
- 10.48%
- 1Y
- 25.00%
- 3Y*
- 18.93%
- 5Y*
- 14.33%
- 10Y*
- —
JEIP.DE
- 1D
- 0.31%
- 1M
- 0.36%
- YTD
- 1.23%
- 6M
- 1.05%
- 1Y
- 7.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.DE vs. JEIP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 8.05% |
JEIP.DE JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 1.23% | -4.10% | -3.58% |
Correlation
The correlation between BBUS.DE and JEIP.DE 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 Nov 5, 2024 | 0.63 |
The correlation between BBUS.DE and JEIP.DE has been stable across timeframes, ranging from 0.55 to 0.63 - a consistent structural relationship.
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Return for Risk
BBUS.DE vs. JEIP.DE — Risk / Return Rank
BBUS.DE
JEIP.DE
BBUS.DE vs. JEIP.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 JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEIP.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 | JEIP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.33 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.14 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.36 | +2.02 |
| Martin ratioReturn relative to average drawdown | 11.81 | 3.69 | +8.12 |
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 | JEIP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.81 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | -0.31 | +1.20 |
Drawdowns
BBUS.DE vs. JEIP.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.09%, which is greater than JEIP.DE's maximum drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and JEIP.DE.
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Drawdown Indicators
| BBUS.DE | JEIP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.09% | -19.56% | -14.53% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -4.88% | -2.50% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | — | — |
Current DrawdownCurrent decline from peak | -0.37% | -7.15% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -8.26% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.80% | +0.32% |
Volatility
BBUS.DE vs. JEIP.DE - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) has a higher volatility of 2.68% compared to JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEIP.DE) at 2.47%. This indicates that BBUS.DE's price experiences larger fluctuations and is considered to be riskier than JEIP.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 | JEIP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 2.47% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 5.52% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 8.16% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 13.09% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 13.09% | +4.09% |
BBUS.DE vs. JEIP.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than JEIP.DE's 0.35% expense ratio.
Dividends
BBUS.DE vs. JEIP.DE - Dividend Comparison
BBUS.DE has not paid dividends to shareholders, while JEIP.DE's dividend yield for the trailing twelve months is around 8.31%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% |
JEIP.DE JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 8.31% | 7.31% | 0.61% |
Frequently Asked Questions
BBUS.DE and JEIP.DE 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, 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 0.35% for JEIP.DE.
BBUS.DE is categorized as Large Cap Blend Equities, while JEIP.DE is Derivative Income. Their fees differ too: 0.05% for BBUS.DE and 0.35% for JEIP.DE.
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