BBUS.L vs. JEGP.L
BBUS.L (BetaBuilders US Equity UCITS USD Acc) and JEGP.L (JPM Global Equity Premium Income Active UCITS ETF - USD Dist) are both exchange-traded funds - BBUS.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while JEGP.L is a Global Equity Income fund actively managed by JPMorgan. BBUS.L is passively managed, while JEGP.L is actively managed. Over the past year, BBUS.L returned 27.37% vs 1.38% for JEGP.L. At a 0.17 correlation, their price movements are largely independent. BBUS.L charges 0.04%/yr vs 0.35%/yr for JEGP.L.
Performance
BBUS.L vs. JEGP.L - Performance Comparison
Loading charts...
Different Trading Currencies
BBUS.L is traded in USD, while JEGP.L is traded in GBp. To make them comparable, the JEGP.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 10.13% return, which is significantly higher than JEGP.L's -2.11% return.
BBUS.L
- 1D
- 0.07%
- 1M
- 4.56%
- YTD
- 10.13%
- 6M
- 10.79%
- 1Y
- 27.37%
- 3Y*
- 22.24%
- 5Y*
- 13.29%
- 10Y*
- —
JEGP.L
- 1D
- 0.54%
- 1M
- 0.12%
- YTD
- -2.11%
- 6M
- -0.35%
- 1Y
- 1.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.L vs. JEGP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 10.13% | 17.54% | 24.99% | 4.91% |
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | -2.11% | 12.61% | 7.69% | 1.79% |
Correlation
The correlation between BBUS.L and JEGP.L is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2023 | 0.17 |
The correlation between BBUS.L and JEGP.L shifts across timeframes, from 0.06 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
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.L vs. JEGP.L — Risk / Return Rank
BBUS.L
JEGP.L
BBUS.L vs. JEGP.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 JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.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 | JEGP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.19 | ||
| Sortino ratioReturn per unit of downside risk | +3.12 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.03 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 0.16 | +3.00 |
| Martin ratioReturn relative to average drawdown | 13.61 | 0.42 | +13.19 |
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.L | JEGP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.35 | 0.16 | +2.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.79 | +0.10 |
Drawdowns
BBUS.L vs. JEGP.L - Drawdown Comparison
The maximum BBUS.L drawdown since its inception was -34.26%, which is greater than JEGP.L's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for BBUS.L and JEGP.L.
Loading charts...
Drawdown Indicators
| BBUS.L | JEGP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -8.54% | -25.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.62% | -8.54% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | -7.69% | +7.23% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -1.59% | -3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 3.27% | -1.26% |
Volatility
BBUS.L vs. JEGP.L - Volatility Comparison
BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a higher volatility of 3.23% compared to JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) at 2.80%. This indicates that BBUS.L's price experiences larger fluctuations and is considered to be riskier than JEGP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBUS.L | JEGP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 2.80% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 6.66% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.59% | 8.52% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 9.97% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 9.97% | +7.89% |
BBUS.L vs. JEGP.L - Expense Ratio Comparison
BBUS.L has a 0.04% expense ratio, which is lower than JEGP.L's 0.35% expense ratio.
Dividends
BBUS.L vs. JEGP.L - Dividend Comparison
BBUS.L has not paid dividends to shareholders, while JEGP.L's dividend yield for the trailing twelve months is around 8.82%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 0.00% | 0.00% | 0.00% |
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 8.82% | 8.01% | 6.39% |
Frequently Asked Questions
BBUS.L and JEGP.L have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS.L is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.L is cheaper with a 0.04% expense ratio, compared with 0.35% for JEGP.L.
BBUS.L is categorized as Large Cap Blend Equities, while JEGP.L is Global Equity Income. Their fees differ too: 0.04% for BBUS.L and 0.35% for JEGP.L.
Find the right allocation for BBUS.L and JEGP.L
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