BBUS.DE vs. JEQP.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and JEQP.DE (JPMorgan Nasdaq 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 JEQP.DE is a Nasdaq-100 fund actively managed by JPMorgan. BBUS.DE is passively managed, while JEQP.DE is actively managed. Over the past year, BBUS.DE returned 25.05% vs 24.01% for JEQP.DE. Their correlation of 0.83 suggests significant overlap in exposure. BBUS.DE charges 0.05%/yr vs 0.35%/yr for JEQP.DE.
Performance
BBUS.DE vs. JEQP.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBUS.DE achieves a 11.12% return, which is significantly higher than JEQP.DE's 8.94% 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*
- —
JEQP.DE
- 1D
- -0.38%
- 1M
- 3.66%
- YTD
- 8.94%
- 6M
- 9.05%
- 1Y
- 24.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.DE vs. JEQP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 8.05% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.94% | 0.68% | 2.17% |
Correlation
The correlation between BBUS.DE and JEQP.DE is 0.80, 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 | 0.80 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2024 | 0.83 |
The correlation between BBUS.DE and JEQP.DE has been stable across timeframes, ranging from 0.80 to 0.83 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBUS.DE vs. JEQP.DE — Risk / Return Rank
BBUS.DE
JEQP.DE
BBUS.DE vs. JEQP.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 Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.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 | JEQP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 4.09 | -0.71 |
| Martin ratioReturn relative to average drawdown | 11.81 | 14.09 | -2.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BBUS.DE | JEQP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.99 | +0.15 |
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 | 0.45 | +0.43 |
Drawdowns
BBUS.DE vs. JEQP.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.09%, which is greater than JEQP.DE's maximum drawdown of -24.10%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and JEQP.DE.
Loading charts...
Drawdown Indicators
| BBUS.DE | JEQP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.09% | -24.10% | -9.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -5.85% | -1.53% |
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% | -0.38% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -6.27% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.70% | +0.42% |
Volatility
BBUS.DE vs. JEQP.DE - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) has a higher volatility of 2.68% compared to JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) at 1.57%. This indicates that BBUS.DE's price experiences larger fluctuations and is considered to be riskier than JEQP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBUS.DE | JEQP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 1.57% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 8.52% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 12.02% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 16.60% | -1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 16.60% | +0.58% |
BBUS.DE vs. JEQP.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than JEQP.DE's 0.35% expense ratio.
Dividends
BBUS.DE vs. JEQP.DE - Dividend Comparison
BBUS.DE has not paid dividends to shareholders, while JEQP.DE's dividend yield for the trailing twelve months is around 8.74%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.74% | 9.22% | 0.69% |
Frequently Asked Questions
BBUS.DE and JEQP.DE have a correlation of 0.80, 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 JEQP.DE.
BBUS.DE is categorized as Large Cap Blend Equities, while JEQP.DE is Nasdaq-100. Their fees differ too: 0.05% for BBUS.DE and 0.35% for JEQP.DE.
Find the right allocation for BBUS.DE and JEQP.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer