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BBUS vs. EBI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBUS vs. EBI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders U.S. Equity ETF (BBUS) and Longview Advantage ETF (EBI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBUS achieves a 7.57% return, which is significantly lower than EBI's 13.70% return.


BBUS

1D
-1.68%
1M
-1.53%
YTD
7.57%
6M
6.62%
1Y
22.78%
3Y*
20.70%
5Y*
12.52%
10Y*

EBI

1D
-0.96%
1M
0.90%
YTD
13.70%
6M
12.56%
1Y
30.46%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBUS vs. EBI - Yearly Performance Comparison


2026 (YTD)2025
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
7.57%16.11%
EBI
Longview Advantage ETF
13.70%15.82%

Correlation

The correlation between BBUS and EBI is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2025

0.91

The correlation between BBUS and EBI has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.

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Return for Risk

BBUS vs. EBI — Risk / Return Rank

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

BBUS
BBUS Risk / Return Rank: 5656
Overall Rank
BBUS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
BBUS Sortino Ratio Rank: 5454
Sortino Ratio Rank
BBUS Omega Ratio Rank: 5555
Omega Ratio Rank
BBUS Calmar Ratio Rank: 5252
Calmar Ratio Rank
BBUS Martin Ratio Rank: 6363
Martin Ratio Rank

EBI
EBI Risk / Return Rank: 8484
Overall Rank
EBI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EBI Sortino Ratio Rank: 8484
Sortino Ratio Rank
EBI Omega Ratio Rank: 8181
Omega Ratio Rank
EBI Calmar Ratio Rank: 8585
Calmar Ratio Rank
EBI Martin Ratio Rank: 8888
Martin Ratio Rank
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. EBI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Equity ETF (BBUS) and Longview Advantage ETF (EBI). 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.


BBUSEBIDifference
Sharpe ratioReturn per unit of total volatility

-0.63

Sortino ratioReturn per unit of downside risk

-0.89

Omega ratioGain probability vs. loss probability

1.33

1.43

-0.11

Calmar ratioReturn relative to maximum drawdown

2.49

4.32

-1.83

Martin ratioReturn relative to average drawdown

10.97

17.50

-6.53

BBUS vs. EBI - Sharpe Ratio Comparison

The current BBUS Sharpe Ratio is 1.82, which is comparable to the EBI Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of BBUS and EBI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BBUS vs. EBI - Drawdown Comparison

The maximum BBUS drawdown since its inception was -35.35%, which is greater than EBI's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for BBUS and EBI.


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Drawdown Indicators


BBUSEBIDifference

Max Drawdown

Largest peak-to-trough decline

-35.35%

-17.05%

-18.30%

Max Drawdown (1Y)

Largest decline over 1 year

-9.21%

-7.09%

-2.12%

Max Drawdown (3Y)

Largest decline over 3 years

-19.01%

Max Drawdown (5Y)

Largest decline over 5 years

-25.46%

Current Drawdown

Current decline from peak

-3.47%

-1.43%

-2.04%

Average Drawdown

Average peak-to-trough decline

-5.43%

-2.03%

-3.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

1.75%

+0.33%

Volatility

BBUS vs. EBI - Volatility Comparison

JPMorgan BetaBuilders U.S. Equity ETF (BBUS) has a higher volatility of 5.00% compared to Longview Advantage ETF (EBI) at 4.03%. This indicates that BBUS's price experiences larger fluctuations and is considered to be riskier than EBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBUSEBIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.00%

4.03%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

9.95%

9.27%

+0.68%

Volatility (1Y)

Calculated over the trailing 1-year period

12.59%

12.49%

+0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.14%

17.88%

-0.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.59%

17.88%

+1.71%

BBUS vs. EBI - Expense Ratio Comparison

BBUS has a 0.02% expense ratio, which is lower than EBI's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BBUS vs. EBI - Dividend Comparison

BBUS's dividend yield for the trailing twelve months is around 1.01%, more than EBI's 0.92% yield.


PositionTTM2025202420232022202120202019
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
1.01%1.07%1.21%1.38%1.57%1.11%1.43%1.37%
EBI
Longview Advantage ETF
0.92%1.05%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BBUS and EBI have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBUS has higher volatility (5.00%) compared to EBI (4.03%). In terms of maximum drawdown, BBUS dropped -35.35% vs EBI's -17.05%.

On 1-year performance, EBI leads with 30.46% vs 22.78% for BBUS. On fees, BBUS is cheaper at 0.02% per year. On volatility, EBI has been the lower-risk option at 4.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EBI has performed better with a 30.46% return vs 22.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBUS is cheaper with a 0.02% expense ratio, compared with 0.24% for EBI.

BBUS has the higher dividend yield at 1.01%, compared with 0.92% for EBI.

They also come from different issuers: JPMorgan and Longview. Their fees differ too: 0.02% for BBUS and 0.24% for EBI.

EBI currently has the higher Sharpe Ratio (2.46 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BBUS and EBI

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