BBUS.DE vs. MIVU.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and MIVU.DE (Amundi MSCI USA Minimum Volatility Factor UCITS ETF) are both Large Cap Blend Equities funds - BBUS.DE tracks the Morningstar US Target Market Exposure while MIVU.DE tracks the MSCI USA Minimum Volatility. Both are passively managed. Over the past 5 years, BBUS.DE returned 14.33%/yr vs 8.13%/yr for MIVU.DE. A 0.76 correlation means they provide meaningful diversification when combined. BBUS.DE charges 0.05%/yr vs 0.18%/yr for MIVU.DE.
Performance
BBUS.DE vs. MIVU.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 MIVU.DE's 2.88% 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*
- —
MIVU.DE
- 1D
- -0.26%
- 1M
- 3.04%
- YTD
- 2.88%
- 6M
- 3.17%
- 1Y
- 2.54%
- 3Y*
- 8.40%
- 5Y*
- 8.13%
- 10Y*
- —
BBUS.DE vs. MIVU.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% |
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 2.88% | -3.87% | 22.89% | 5.36% | -4.28% | 31.88% | -5.36% | 12.72% |
Correlation
The correlation between BBUS.DE and MIVU.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2019 | 0.76 |
Over the past year, the correlation between BBUS.DE and MIVU.DE has dropped to 0.43 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
BBUS.DE vs. MIVU.DE — Risk / Return Rank
BBUS.DE
MIVU.DE
BBUS.DE vs. MIVU.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 Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.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 | MIVU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.46 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.05 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 0.52 | +2.86 |
| Martin ratioReturn relative to average drawdown | 11.81 | 1.15 | +10.65 |
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 | MIVU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.28 | +1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.68 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.60 | +0.29 |
Drawdowns
BBUS.DE vs. MIVU.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.09%, roughly equal to the maximum MIVU.DE drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and MIVU.DE.
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Drawdown Indicators
| BBUS.DE | MIVU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.09% | -32.69% | -1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -4.83% | -2.55% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -14.89% | -8.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -14.89% | -8.57% |
Current DrawdownCurrent decline from peak | -0.37% | -6.68% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -6.16% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.20% | -0.08% |
Volatility
BBUS.DE vs. MIVU.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) is 2.68%, while Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) has a volatility of 2.83%. This indicates that BBUS.DE experiences smaller price fluctuations and is considered to be less risky than MIVU.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 | MIVU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 2.83% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 6.02% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 8.94% | +2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 11.89% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 13.97% | +3.21% |
BBUS.DE vs. MIVU.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than MIVU.DE's 0.18% 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. MIVU.DE - Dividend Comparison
Neither BBUS.DE nor MIVU.DE has paid dividends to shareholders.
Frequently Asked Questions
BBUS.DE and MIVU.DE have a correlation of 0.43, 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 0.18% for MIVU.DE.
BBUS.DE tracks Morningstar US Target Market Exposure, while MIVU.DE tracks MSCI USA Minimum Volatility. They also come from different issuers: JPMorgan and Amundi. Their fees differ too: 0.05% for BBUS.DE and 0.18% for MIVU.DE.
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