BBUS.L vs. JEPG.L

Last updated Jun 5, 2026

BBUS.L (BetaBuilders US Equity UCITS USD Acc) and JEPG.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 JEPG.L is a Global Equities fund actively managed by JPMorgan. BBUS.L is passively managed, while JEPG.L is actively managed. Over the past year, BBUS.L returned 27.37% vs 0.74% for JEPG.L. At a 0.30 correlation, their price movements are largely independent. BBUS.L charges 0.04%/yr vs 0.35%/yr for JEPG.L.

Performance

BBUS.L vs. JEPG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BetaBuilders US Equity UCITS USD Acc (BBUS.L) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBUS.L achieves a 10.13% return, which is significantly higher than JEPG.L's -2.64% 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*: —

JEPG.L

• 1D: 0.03%
• 1M: -1.37%
• YTD: -2.64%
• 6M: -2.05%
• 1Y: 0.74%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBUS.L vs. JEPG.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%
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist	-2.64%	12.39%	7.83%	1.63%

Correlation

The correlation between BBUS.L and JEPG.L is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.27
Correlation (All Time) Calculated using the full available price history since Dec 7, 2023	0.30

BBUS.L vs. JEPG.L - Sectors Allocation Comparison

Sectors	BBUS.L	JEPG.L
Technology	39.7%	21.1%
Communication Services	11.5%	11.3%
Financial Services	10.9%	13.6%
Consumer Cyclical	9.7%	5.9%
Healthcare	8.0%	13.4%
Industrials	7.5%	6.7%
Consumer Defensive	4.1%	10.2%
Energy	3.2%	1.6%
Utilities	2.1%	8.3%
Basic Materials	1.4%	4.7%
Real Estate	1.3%	2.2%

Return for Risk

BBUS.L vs. JEPG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBUS.L

BBUS.L Risk / Return Rank: 72
BBUS.L Sharpe Ratio Rank: 74
BBUS.L Sortino Ratio Rank: 77
BBUS.L Omega Ratio Rank: 74
BBUS.L Calmar Ratio Rank: 65
BBUS.L Martin Ratio Rank: 73

JEPG.L

JEPG.L Risk / Return Rank: 10
JEPG.L Sharpe Ratio Rank: 10
JEPG.L Sortino Ratio Rank: 10
JEPG.L Omega Ratio Rank: 9
JEPG.L Calmar Ratio Rank: 10
JEPG.L Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBUS.L vs. JEPG.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 (JEPG.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	JEPG.L	Difference
Sharpe ratio: Return per unit of total volatility	2.35	0.08	+2.27
Sortino ratio: Return per unit of downside risk	3.41	0.18	+3.23
Omega ratio: Gain probability vs. loss probability	1.43	1.02	+0.41
Calmar ratio: Return relative to maximum drawdown	3.16	0.09	+3.07
Martin ratio: Return relative to average drawdown	13.61	0.23	+13.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBUS.L vs. JEPG.L - Sharpe Ratio Comparison

The current BBUS.L Sharpe Ratio is 2.35, which is higher than the JEPG.L Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of BBUS.L and JEPG.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBUS.L	JEPG.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.35	0.08	+2.27
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	0.69	+0.20

Drawdowns

BBUS.L vs. JEPG.L - Drawdown Comparison

The maximum BBUS.L drawdown since its inception was -34.26%, which is greater than JEPG.L's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for BBUS.L and JEPG.L.

Drawdown Indicators

	BBUS.L	JEPG.L	Difference
Max Drawdown Largest peak-to-trough decline	-34.26%	-8.41%	-25.85%
Max Drawdown (1Y) Largest decline over 1 year	-8.62%	-8.41%	-0.21%
Max Drawdown (3Y) Largest decline over 3 years	-19.35%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.33%	—	—
Current Drawdown Current decline from peak	-0.46%	-7.98%	+7.52%
Average Drawdown Average peak-to-trough decline	-5.40%	-1.70%	-3.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.01%	3.20%	-1.19%

Volatility

BBUS.L vs. JEPG.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 (JEPG.L) at 2.69%. This indicates that BBUS.L's price experiences larger fluctuations and is considered to be riskier than JEPG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBUS.L	JEPG.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.23%	2.69%	+0.54%
Volatility (6M) Calculated over the trailing 6-month period	8.55%	6.64%	+1.91%
Volatility (1Y) Calculated over the trailing 1-year period	11.59%	9.19%	+2.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.10%	10.97%	+5.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.86%	10.97%	+6.89%

BBUS.L vs. JEPG.L - Expense Ratio Comparison

BBUS.L has a 0.04% expense ratio, which is lower than JEPG.L's 0.35% expense ratio.

Dividends

BBUS.L vs. JEPG.L - Dividend Comparison

BBUS.L has not paid dividends to shareholders, while JEPG.L's dividend yield for the trailing twelve months is around 8.88%.

Position	TTM	2025	2024
BBUS.L BetaBuilders US Equity UCITS USD Acc	0.00%	0.00%	0.00%
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist	8.88%	7.86%	6.50%

Frequently Asked Questions

Can I hold both BBUS.L and JEPG.L in my portfolio?

BBUS.L and JEPG.L have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BBUS.L or JEPG.L?

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.

Which ETF is cheaper, BBUS.L or JEPG.L?

BBUS.L is cheaper with a 0.04% expense ratio, compared with 0.35% for JEPG.L.

What is the main difference between BBUS.L and JEPG.L?

BBUS.L is categorized as Large Cap Blend Equities, while JEPG.L is Global Equities. Their fees differ too: 0.04% for BBUS.L and 0.35% for JEPG.L.