BBUS.L vs. JEPI.L
BBUS.L (BetaBuilders US Equity UCITS USD Acc) and JEPI.L (JPMorgan US 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 JEPI.L is a Derivative Income fund actively managed by JPMorgan. BBUS.L is passively managed, while JEPI.L is actively managed. Over the past year, BBUS.L returned 27.37% vs 8.15% for JEPI.L. A 0.62 correlation means they provide meaningful diversification when combined. BBUS.L charges 0.04%/yr vs 0.35%/yr for JEPI.L.
Performance
BBUS.L vs. JEPI.L - Performance Comparison
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Returns By Period
In the year-to-date period, BBUS.L achieves a 10.13% return, which is significantly higher than JEPI.L's 0.22% 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*
- —
JEPI.L
- 1D
- 0.18%
- 1M
- 0.11%
- YTD
- 0.22%
- 6M
- 1.01%
- 1Y
- 8.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.L vs. JEPI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 10.13% | 17.54% | 0.54% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 0.22% | 8.11% | -2.06% |
Correlation
The correlation between BBUS.L and JEPI.L is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.62 |
The correlation between BBUS.L and JEPI.L has been stable across timeframes, ranging from 0.55 to 0.62 - a consistent structural relationship.
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Return for Risk
BBUS.L vs. JEPI.L — Risk / Return Rank
BBUS.L
JEPI.L
BBUS.L vs. JEPI.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 JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.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 | JEPI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +1.94 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.18 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 1.29 | +1.87 |
| Martin ratioReturn relative to average drawdown | 13.61 | 3.92 | +9.69 |
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 | JEPI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.35 | 0.99 | +1.36 |
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 | 0.33 | +0.57 |
Drawdowns
BBUS.L vs. JEPI.L - Drawdown Comparison
The maximum BBUS.L drawdown since its inception was -34.26%, which is greater than JEPI.L's maximum drawdown of -14.36%. Use the drawdown chart below to compare losses from any high point for BBUS.L and JEPI.L.
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Drawdown Indicators
| BBUS.L | JEPI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -14.36% | -19.90% |
Max Drawdown (1Y)Largest decline over 1 year | -8.62% | -6.29% | -2.33% |
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% | -4.43% | +3.97% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -2.47% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.08% | -0.07% |
Volatility
BBUS.L vs. JEPI.L - Volatility Comparison
BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a higher volatility of 3.23% compared to JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L) at 2.11%. This indicates that BBUS.L's price experiences larger fluctuations and is considered to be riskier than JEPI.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 | JEPI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 2.11% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 6.36% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.59% | 8.20% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 11.81% | +4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 11.81% | +6.05% |
BBUS.L vs. JEPI.L - Expense Ratio Comparison
BBUS.L has a 0.04% expense ratio, which is lower than JEPI.L's 0.35% expense ratio.
Dividends
BBUS.L vs. JEPI.L - Dividend Comparison
BBUS.L has not paid dividends to shareholders, while JEPI.L's dividend yield for the trailing twelve months is around 8.33%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 0.00% | 0.00% | 0.00% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 8.33% | 7.08% | 0.62% |
Frequently Asked Questions
BBUS.L and JEPI.L have a correlation of 0.55, 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 JEPI.L.
BBUS.L is categorized as Large Cap Blend Equities, while JEPI.L is Derivative Income. Their fees differ too: 0.04% for BBUS.L and 0.35% for JEPI.L.
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