BBUS.DE vs. QDVR.DE
BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) and QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) are both Large Cap Blend Equities funds - BBUS.DE tracks the Morningstar US Target Market Exposure while QDVR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, BBUS.DE returned 14.33%/yr vs 12.24%/yr for QDVR.DE. Their correlation of 0.94 suggests significant overlap in exposure. BBUS.DE charges 0.05%/yr vs 0.20%/yr for QDVR.DE.
Performance
BBUS.DE vs. QDVR.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBUS.DE achieves a 11.12% return, which is significantly lower than QDVR.DE's 14.85% 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*
- —
QDVR.DE
- 1D
- 0.06%
- 1M
- 6.37%
- YTD
- 14.85%
- 6M
- 15.24%
- 1Y
- 22.43%
- 3Y*
- 14.58%
- 5Y*
- 12.24%
- 10Y*
- —
BBUS.DE vs. QDVR.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% |
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 14.85% | -0.76% | 20.30% | 20.26% | -14.38% | 43.66% | 13.50% | 15.52% |
Correlation
The correlation between BBUS.DE and QDVR.DE is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2019 | 0.94 |
The correlation between BBUS.DE and QDVR.DE has been stable across timeframes, ranging from 0.87 to 0.94 - 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. QDVR.DE — Risk / Return Rank
BBUS.DE
QDVR.DE
BBUS.DE vs. QDVR.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 iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.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 | QDVR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.31 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.09 | +0.29 |
| Martin ratioReturn relative to average drawdown | 11.81 | 10.29 | +1.52 |
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 | QDVR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.76 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.78 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.89 | -0.01 |
Drawdowns
BBUS.DE vs. QDVR.DE - Drawdown Comparison
The maximum BBUS.DE drawdown since its inception was -34.09%, roughly equal to the maximum QDVR.DE drawdown of -32.87%. Use the drawdown chart below to compare losses from any high point for BBUS.DE and QDVR.DE.
Loading charts...
Drawdown Indicators
| BBUS.DE | QDVR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.09% | -32.87% | -1.22% |
Max Drawdown (1Y)Largest decline over 1 year | -7.38% | -7.24% | -0.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -23.91% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -23.91% | +0.45% |
Current DrawdownCurrent decline from peak | -0.37% | 0.00% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -4.41% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.18% | -0.06% |
Volatility
BBUS.DE vs. QDVR.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) is 2.68%, while iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) has a volatility of 3.67%. This indicates that BBUS.DE experiences smaller price fluctuations and is considered to be less risky than QDVR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBUS.DE | QDVR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 3.67% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 9.02% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 12.69% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 15.53% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 16.34% | +0.84% |
BBUS.DE vs. QDVR.DE - Expense Ratio Comparison
BBUS.DE has a 0.05% expense ratio, which is lower than QDVR.DE's 0.20% 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. QDVR.DE - Dividend Comparison
Neither BBUS.DE nor QDVR.DE has paid dividends to shareholders.
Frequently Asked Questions
BBUS.DE and QDVR.DE have a correlation of 0.87, 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 0.20% for QDVR.DE.
BBUS.DE tracks Morningstar US Target Market Exposure, while QDVR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.05% for BBUS.DE and 0.20% for QDVR.DE.
Find the right allocation for BBUS.DE and QDVR.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