BBUS.L vs. MOGB.L
BBUS.L (BetaBuilders US Equity UCITS USD Acc) and MOGB.L (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) are both Large Cap Blend Equities funds tracking the Russell 1000 TR USD, from JPMorgan and VanEck respectively. Both are passively managed. Over the past 5 years, BBUS.L returned 12.55%/yr vs 3.82%/yr for MOGB.L. Their correlation of 0.81 suggests significant overlap in exposure. BBUS.L charges 0.04%/yr vs 0.49%/yr for MOGB.L.
Performance
BBUS.L vs. MOGB.L - Performance Comparison
Loading charts...
Different Trading Currencies
BBUS.L is traded in USD, while MOGB.L is traded in GBP. To make them comparable, the MOGB.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 9.93% return, which is significantly higher than MOGB.L's 0.58% return.
BBUS.L
- 1D
- 0.08%
- 1M
- 0.10%
- 6M
- 9.55%
- YTD
- 9.93%
- 1Y
- 21.07%
- 3Y*
- 20.00%
- 5Y*
- 12.55%
- 10Y*
- —
MOGB.L
- 1D
- 1.80%
- 1M
- 3.12%
- 6M
- -1.33%
- YTD
- 0.58%
- 1Y
- 8.78%
- 3Y*
- 7.95%
- 5Y*
- 3.82%
- 10Y*
- 7.73%
BBUS.L vs. MOGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBUS.L BetaBuilders US Equity UCITS USD Acc | 9.93% | 17.54% | 24.98% | 27.64% | -19.96% | 27.64% | 20.13% | 13.31% |
MOGB.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.58% | 7.55% | 11.06% | 17.78% | -18.79% | 26.08% | 13.15% | 16.84% |
Correlation
The correlation between BBUS.L and MOGB.L is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.81 |
Over the past year, the correlation between BBUS.L and MOGB.L has dropped to 0.58 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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. MOGB.L — Risk / Return Rank
BBUS.L
MOGB.L
BBUS.L vs. MOGB.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 VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBUS.L | MOGB.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.11 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 0.74 | +1.69 |
| Martin ratioReturn relative to average drawdown | 9.88 | 1.88 | +8.00 |
Loading charts...
Drawdowns
BBUS.L vs. MOGB.L - Drawdown Comparison
The maximum BBUS.L drawdown since its inception was -34.26%, which is greater than MOGB.L's maximum drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for BBUS.L and MOGB.L.
Loading charts...
Drawdown Indicators
| BBUS.L | MOGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -32.45% | -1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.62% | -11.84% | +3.22% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -21.54% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.33% | -27.95% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.45% | — |
Current DrawdownCurrent decline from peak | -0.64% | -1.71% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -8.83% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 4.66% | -2.53% |
Volatility
BBUS.L vs. MOGB.L - Volatility Comparison
The current volatility for BetaBuilders US Equity UCITS USD Acc (BBUS.L) is 2.99%, while VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) has a volatility of 5.14%. This indicates that BBUS.L experiences smaller price fluctuations and is considered to be less risky than MOGB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBUS.L | MOGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 5.14% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 10.16% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 13.62% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 21.10% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.73% | 23.64% | -5.91% |
BBUS.L vs. MOGB.L - Expense Ratio Comparison
BBUS.L has a 0.04% expense ratio, which is lower than MOGB.L's 0.49% expense ratio.
Dividends
BBUS.L vs. MOGB.L - Dividend Comparison
Neither BBUS.L nor MOGB.L has paid dividends to shareholders.
Frequently Asked Questions
BBUS.L and MOGB.L have a correlation of 0.58, 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 0.49% for MOGB.L.
Both ETFs track Russell 1000 TR USD. They also come from different issuers: JPMorgan and VanEck. Their fees differ too: 0.04% for BBUS.L and 0.49% for MOGB.L.
Find the right allocation for BBUS.L and MOGB.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