BBUS.L vs. JEQP.L
BBUS.L (BetaBuilders US Equity UCITS USD Acc) and JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) are both exchange-traded funds - BBUS.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while JEQP.L is a Nasdaq-100 fund actively managed by JPMorgan. BBUS.L is passively managed, while JEQP.L is actively managed. Over the past year, BBUS.L returned 27.37% vs 28.85% for JEQP.L. A 0.78 correlation means they provide meaningful diversification when combined. BBUS.L charges 0.04%/yr vs 0.35%/yr for JEQP.L.
Performance
BBUS.L vs. JEQP.L - Performance Comparison
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Different Trading Currencies
BBUS.L is traded in USD, while JEQP.L is traded in GBp. To make them comparable, the JEQP.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 JEQP.L's 9.09% 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*
- —
JEQP.L
- 1D
- 0.00%
- 1M
- 4.29%
- YTD
- 9.09%
- 6M
- 10.41%
- 1Y
- 28.85%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.L vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 10.13% | 17.54% | 0.54% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 8.70% | 14.62% | 2.65% |
Correlation
The correlation between BBUS.L and JEQP.L is 0.75, 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 | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.78 |
The correlation between BBUS.L and JEQP.L has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.
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Return for Risk
BBUS.L vs. JEQP.L — Risk / Return Rank
BBUS.L
JEQP.L
BBUS.L vs. JEQP.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 Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.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 | JEQP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.47 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 3.34 | -0.18 |
| Martin ratioReturn relative to average drawdown | 13.61 | 14.81 | -1.20 |
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 | JEQP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.35 | 2.44 | -0.09 |
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 | 1.11 | -0.22 |
Drawdowns
BBUS.L vs. JEQP.L - Drawdown Comparison
The maximum BBUS.L drawdown since its inception was -34.26%, which is greater than JEQP.L's maximum drawdown of -20.32%. Use the drawdown chart below to compare losses from any high point for BBUS.L and JEQP.L.
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Drawdown Indicators
| BBUS.L | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -20.32% | -13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.62% | -8.61% | -0.01% |
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% | 0.00% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -2.81% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.94% | +0.07% |
Volatility
BBUS.L vs. JEQP.L - Volatility Comparison
BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a higher volatility of 3.23% compared to JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) at 1.55%. This indicates that BBUS.L's price experiences larger fluctuations and is considered to be riskier than JEQP.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 | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 1.55% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 8.76% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.59% | 11.76% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 15.48% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 15.48% | +2.38% |
BBUS.L vs. JEQP.L - Expense Ratio Comparison
BBUS.L has a 0.04% expense ratio, which is lower than JEQP.L's 0.35% expense ratio.
Dividends
BBUS.L vs. JEQP.L - Dividend Comparison
BBUS.L has not paid dividends to shareholders, while JEQP.L's dividend yield for the trailing twelve months is around 10.21%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 0.00% | 0.00% | 0.00% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.21% | 10.04% | 0.73% |
Frequently Asked Questions
BBUS.L and JEQP.L have a correlation of 0.75, 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 JEQP.L.
BBUS.L is categorized as Large Cap Blend Equities, while JEQP.L is Nasdaq-100. Their fees differ too: 0.04% for BBUS.L and 0.35% for JEQP.L.
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