BBUS vs. IVV
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and iShares Core S&P 500 ETF (IVV).
BBUS and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both BBUS and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBUS or IVV.
Performance
BBUS vs. IVV - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with BBUS having a 26.25% return and IVV slightly lower at 26.15%.
BBUS
26.25%
2.02%
13.92%
32.81%
15.63%
N/A
IVV
26.15%
1.77%
13.61%
32.34%
15.68%
13.16%
Key characteristics
| BBUS | IVV | |
|---|---|---|
| Sharpe Ratio | 2.72 | 2.70 |
| Sortino Ratio | 3.61 | 3.60 |
| Omega Ratio | 1.51 | 1.50 |
| Calmar Ratio | 3.91 | 3.90 |
| Martin Ratio | 17.76 | 17.56 |
| Ulcer Index | 1.88% | 1.87% |
| Daily Std Dev | 12.25% | 12.16% |
| Max Drawdown | -35.35% | -55.25% |
| Current Drawdown | -0.80% | -0.85% |
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BBUS vs. IVV - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than IVV's 0.03% 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%.
Correlation
The correlation between BBUS and IVV is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
BBUS vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and iShares Core S&P 500 ETF (IVV). 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.
Dividends
BBUS vs. IVV - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.19%, less than IVV's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.19% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
BBUS vs. IVV - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BBUS and IVV. For additional features, visit the drawdowns tool.
Volatility
BBUS vs. IVV - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) and iShares Core S&P 500 ETF (IVV) have volatilities of 4.02% and 3.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.