BBUS vs. BRY

Last updated Apr 2, 2026

Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and Berry Corporation (BRY).

BBUS is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019.

Performance

BBUS vs. BRY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JP Morgan Betabuilders U.S. Equity ETF (BBUS) and Berry Corporation (BRY). The values are adjusted to include any dividend payments, if applicable.

BBUS vs. BRY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BBUS JP Morgan Betabuilders U.S. Equity ETF	-4.04%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.53%
BRY Berry Corporation	0.00%	-17.92%	-34.12%	-0.36%	9.71%	135.52%	-59.55%	-14.71%

Returns By Period

BBUS

• 1D: 0.73%
• 1M: -4.30%
• YTD: -4.04%
• 6M: -2.01%
• 1Y: 17.87%
• 3Y*: 18.60%
• 5Y*: 11.41%
• 10Y*: —

BRY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

Return for Risk

BBUS vs. BRY — Risk / Return Rank

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

BBUS

BBUS Risk / Return Rank: 58
BBUS Sharpe Ratio Rank: 53
BBUS Sortino Ratio Rank: 55
BBUS Omega Ratio Rank: 59
BBUS Calmar Ratio Rank: 56
BBUS Martin Ratio Rank: 66

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 vs. BRY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and Berry Corporation (BRY). 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	BRY	Difference
Sharpe ratio Return per unit of total volatility	0.98	—	—
Sortino ratio Return per unit of downside risk	1.50	—	—
Omega ratio Gain probability vs. loss probability	1.23	—	—
Calmar ratio Return relative to maximum drawdown	1.51	—	—
Martin ratio Return relative to average drawdown	7.01	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BBUS	BRY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.98	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.73	—	—

Correlation

The correlation between BBUS and BRY is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BBUS vs. BRY - Dividend Comparison

BBUS's dividend yield for the trailing twelve months is around 1.13%, less than BRY's 2.76% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBUS JP Morgan Betabuilders U.S. Equity ETF	1.13%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%
BRY Berry Corporation	2.76%	3.68%	18.16%	13.80%	16.75%	2.38%	3.26%	5.09%	2.40%

Drawdowns

Drawdown Indicators

	BBUS	BRY	Difference
Max Drawdown Largest peak-to-trough decline	-35.35%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.12%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.46%	—	—
Current Drawdown Current decline from peak	-5.86%	—	—
Average Drawdown Average peak-to-trough decline	-5.57%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.61%	—	—

Volatility

Volatility by Period

	BBUS	BRY	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.39%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.54%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.33%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.04%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.75%	—	—