BBUS.L vs. CAPS.L
Compare and contrast key facts about BetaBuilders US Equity UCITS USD Acc (BBUS.L) and First Trust Capital Strength UCITS ETF Acc (CAPS.L).
BBUS.L and CAPS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBUS.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. CAPS.L is a passively managed fund by First Trust that tracks the performance of the Russell 1000 TR USD. It was launched on Dec 17, 2019. Both BBUS.L and CAPS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBUS.L vs. CAPS.L - Performance Comparison
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BBUS.L vs. CAPS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | -4.45% | 17.54% | 24.99% | 27.63% | -19.96% | 13.07% |
CAPS.L First Trust Capital Strength UCITS ETF Acc | -0.07% | 6.85% | 11.11% | 7.62% | -10.39% | 13.75% |
Different Trading Currencies
BBUS.L is traded in USD, while CAPS.L is traded in GBp. To make them comparable, the CAPS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBUS.L achieves a -4.45% return, which is significantly lower than CAPS.L's -0.07% return.
BBUS.L
- 1D
- 2.46%
- 1M
- -3.62%
- YTD
- -4.45%
- 6M
- -1.50%
- 1Y
- 17.98%
- 3Y*
- 18.69%
- 5Y*
- 11.29%
- 10Y*
- —
CAPS.L
- 1D
- 0.69%
- 1M
- -6.16%
- YTD
- -0.07%
- 6M
- -0.04%
- 1Y
- 4.24%
- 3Y*
- 9.94%
- 5Y*
- —
- 10Y*
- —
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BBUS.L vs. CAPS.L - Expense Ratio Comparison
BBUS.L has a 0.04% expense ratio, which is lower than CAPS.L's 0.60% expense ratio.
Return for Risk
BBUS.L vs. CAPS.L — Risk / Return Rank
BBUS.L
CAPS.L
BBUS.L vs. CAPS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BetaBuilders US Equity UCITS USD Acc (BBUS.L) and First Trust Capital Strength UCITS ETF Acc (CAPS.L). 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.L | CAPS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.32 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.61 | 0.53 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.07 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.49 | +1.46 |
Martin ratioReturn relative to average drawdown | 8.16 | 1.75 | +6.41 |
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.L | CAPS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.32 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.28 | +0.50 |
Correlation
The correlation between BBUS.L and CAPS.L is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBUS.L vs. CAPS.L - Dividend Comparison
Neither BBUS.L nor CAPS.L has paid dividends to shareholders.
Drawdowns
BBUS.L vs. CAPS.L - Drawdown Comparison
The maximum BBUS.L drawdown since its inception was -34.26%, which is greater than CAPS.L's maximum drawdown of -23.32%. Use the drawdown chart below to compare losses from any high point for BBUS.L and CAPS.L.
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Drawdown Indicators
| BBUS.L | CAPS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -22.86% | -11.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -7.66% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | — | — |
Current DrawdownCurrent decline from peak | -5.74% | -15.11% | +9.37% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -10.02% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.39% | -0.26% |
Volatility
BBUS.L vs. CAPS.L - Volatility Comparison
BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a higher volatility of 4.72% compared to First Trust Capital Strength UCITS ETF Acc (CAPS.L) at 2.78%. This indicates that BBUS.L's price experiences larger fluctuations and is considered to be riskier than CAPS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBUS.L | CAPS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 2.78% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 6.47% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.23% | 13.08% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 20.05% | -3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 20.05% | -2.09% |