BBUS.DE vs. JRGD.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and JRGD.DE (JPMorgan Global Research Enhanced Index Equity (ESG) 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 JRGD.DE is a Global Equities fund tracking the JP Morgan Global Research Enhanced Index Equity (ESG). Both are passively managed. Over the past 3 years, BBUS.DE returned 18.93%/yr vs 16.83%/yr for JRGD.DE. With a 0.97 correlation, they move nearly in lockstep. BBUS.DE charges 0.05%/yr vs 0.25%/yr for JRGD.DE.
Performance
BBUS.DE vs. JRGD.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 JRGD.DE's 10.32% 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*
- —
JRGD.DE
- 1D
- 0.00%
- 1M
- 4.30%
- YTD
- 10.32%
- 6M
- 10.92%
- 1Y
- 22.73%
- 3Y*
- 16.83%
- 5Y*
- —
- 10Y*
- —
BBUS.DE vs. JRGD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 32.23% | 23.40% | -15.59% | 12.11% |
JRGD.DE JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 10.32% | 6.67% | 25.38% | 21.25% | -13.07% | 10.88% |
Correlation
The correlation between BBUS.DE and JRGD.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2021 | 0.97 |
The correlation between BBUS.DE and JRGD.DE has been stable across timeframes, ranging from 0.96 to 0.97 - 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. JRGD.DE — Risk / Return Rank
BBUS.DE
JRGD.DE
BBUS.DE vs. JRGD.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 Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.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 | JRGD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.39 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.73 | -0.35 |
| Martin ratioReturn relative to average drawdown | 11.81 | 15.47 | -3.66 |
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 | JRGD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.07 | +0.07 |
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 | 0.85 | +0.03 |
Drawdowns
BBUS.DE vs. JRGD.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.09%, which is greater than JRGD.DE's maximum drawdown of -21.56%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and JRGD.DE.
Loading charts...
Drawdown Indicators
| BBUS.DE | JRGD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.09% | -21.56% | -12.53% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -6.06% | -1.32% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -21.56% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | — | — |
Current DrawdownCurrent decline from peak | -0.37% | -0.35% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -4.26% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.47% | +0.65% |
Volatility
BBUS.DE vs. JRGD.DE - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) has a higher volatility of 2.68% compared to JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.DE) at 2.43%. This indicates that BBUS.DE's price experiences larger fluctuations and is considered to be riskier than JRGD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBUS.DE | JRGD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 2.43% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 7.47% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 10.91% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 14.33% | +1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 14.33% | +2.85% |
BBUS.DE vs. JRGD.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than JRGD.DE's 0.25% 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. JRGD.DE - Dividend Comparison
BBUS.DE has not paid dividends to shareholders, while JRGD.DE's dividend yield for the trailing twelve months is around 0.89%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JRGD.DE JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.89% | 0.89% | 0.91% | 0.85% | 1.44% |
Frequently Asked Questions
With a correlation of 0.96, BBUS.DE and JRGD.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.25% for JRGD.DE.
BBUS.DE is categorized as Large Cap Blend Equities, while JRGD.DE is Global Equities. BBUS.DE tracks Morningstar US Target Market Exposure, while JRGD.DE tracks JP Morgan Global Research Enhanced Index Equity (ESG). Their fees differ too: 0.05% for BBUS.DE and 0.25% for JRGD.DE.
Find the right allocation for BBUS.DE and JRGD.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