BBUS vs. JIISX

Last updated Jun 5, 2026

BBUS (JP Morgan Betabuilders U.S. Equity ETF) and JIISX (JPMorgan U.S. Sustainable Leaders Fund) are both funds - BBUS is a Large Cap Growth Equities fund tracking the Morningstar US Target Market Exposure Index, while JIISX is a Large Cap Blend Equities fund managed by JPMorgan. Over the past 5 years, BBUS returned 13.53%/yr vs 11.30%/yr for JIISX. With a 0.97 correlation, they move nearly in lockstep. BBUS charges 0.02%/yr vs 0.39%/yr for JIISX.

Performance

BBUS vs. JIISX - Performance Comparison

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

Returns By Period

In the year-to-date period, BBUS achieves a 11.12% return, which is significantly higher than JIISX's 5.54% return.

BBUS

• 1D: 0.47%
• 1M: 4.82%
• YTD: 11.12%
• 6M: 10.90%
• 1Y: 28.04%
• 3Y*: 22.72%
• 5Y*: 13.53%
• 10Y*: —

JIISX

• 1D: -1.07%
• 1M: 2.84%
• YTD: 5.54%
• 6M: 5.92%
• 1Y: 20.45%
• 3Y*: 19.74%
• 5Y*: 11.30%
• 10Y*: 14.36%

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

BBUS vs. JIISX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BBUS JP Morgan Betabuilders U.S. Equity ETF	11.12%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.53%
JIISX JPMorgan U.S. Sustainable Leaders Fund	5.54%	14.34%	25.57%	25.31%	-21.20%	30.95%	19.74%	15.69%

Correlation

The correlation between BBUS and JIISX is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.97
Correlation (3Y) Calculated over the trailing 3-year period	0.98
Correlation (5Y) Calculated over the trailing 5-year period	0.98
Correlation (All Time) Calculated using the full available price history since Mar 14, 2019	0.97

The correlation between BBUS and JIISX has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.

Return for Risk

BBUS vs. JIISX — Risk / Return Rank

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

BBUS

BBUS Risk / Return Rank: 71
BBUS Sharpe Ratio Rank: 74
BBUS Sortino Ratio Rank: 72
BBUS Omega Ratio Rank: 73
BBUS Calmar Ratio Rank: 62
BBUS Martin Ratio Rank: 75

JIISX

JIISX Risk / Return Rank: 33
JIISX Sharpe Ratio Rank: 37
JIISX Sortino Ratio Rank: 35
JIISX Omega Ratio Rank: 36
JIISX Calmar Ratio Rank: 24
JIISX Martin Ratio Rank: 32

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. JIISX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and JPMorgan U.S. Sustainable Leaders Fund (JIISX). 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	JIISX	Difference
Sharpe ratio: Return per unit of total volatility	2.37	1.69	+0.68
Sortino ratio: Return per unit of downside risk	3.23	2.37	+0.87
Omega ratio: Gain probability vs. loss probability	1.43	1.31	+0.12
Calmar ratio: Return relative to maximum drawdown	3.06	1.72	+1.34
Martin ratio: Return relative to average drawdown	14.04	6.98	+7.06
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBUS vs. JIISX - Sharpe Ratio Comparison

The current BBUS Sharpe Ratio is 2.37, which is higher than the JIISX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of BBUS and JIISX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBUS	JIISX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.37	1.69	+0.68
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	0.65	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.84	0.59	+0.25

Drawdowns

BBUS vs. JIISX - Drawdown Comparison

The maximum BBUS drawdown since its inception was -35.35%, smaller than the maximum JIISX drawdown of -59.25%. Use the drawdown chart below to compare losses from any high point for BBUS and JIISX.

Drawdown Indicators

	BBUS	JIISX	Difference
Max Drawdown Largest peak-to-trough decline	-35.35%	-59.25%	+23.90%
Max Drawdown (1Y) Largest decline over 1 year	-9.21%	-12.03%	+2.82%
Max Drawdown (3Y) Largest decline over 3 years	-19.01%	-19.57%	+0.56%
Max Drawdown (5Y) Largest decline over 5 years	-25.46%	-27.83%	+2.37%
Max Drawdown (10Y) Largest decline over 10 years	—	-32.26%	—
Current Drawdown Current decline from peak	-0.28%	-1.28%	+1.00%
Average Drawdown Average peak-to-trough decline	-5.45%	-8.74%	+3.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	2.96%	-0.96%

Volatility

BBUS vs. JIISX - Volatility Comparison

The current volatility for JP Morgan Betabuilders U.S. Equity ETF (BBUS) is 2.84%, while JPMorgan U.S. Sustainable Leaders Fund (JIISX) has a volatility of 3.26%. This indicates that BBUS experiences smaller price fluctuations and is considered to be less risky than JIISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBUS	JIISX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.84%	3.26%	-0.42%
Volatility (6M) Calculated over the trailing 6-month period	8.97%	9.43%	-0.46%
Volatility (1Y) Calculated over the trailing 1-year period	11.87%	12.27%	-0.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.03%	17.49%	-0.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.59%	18.43%	+1.16%

BBUS vs. JIISX - Expense Ratio Comparison

BBUS has a 0.02% expense ratio, which is lower than JIISX's 0.39% expense ratio.

Dividends

BBUS vs. JIISX - Dividend Comparison

BBUS's dividend yield for the trailing twelve months is around 0.98%, less than JIISX's 9.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBUS JP Morgan Betabuilders U.S. Equity ETF	0.98%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%	0.00%	0.00%	0.00%
JIISX JPMorgan U.S. Sustainable Leaders Fund	9.35%	9.87%	0.75%	0.98%	1.21%	3.96%	1.76%	7.31%	9.03%	6.83%	1.22%	1.94%

Frequently Asked Questions

Can I hold both BBUS and JIISX in my portfolio?

With a correlation of 0.97, BBUS and JIISX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BBUS or JIISX?

JIISX has higher volatility (3.26%) compared to BBUS (2.84%). In terms of maximum drawdown, BBUS dropped -35.35% vs JIISX's -59.25%.

Which has better risk-adjusted returns?

BBUS currently has the higher Sharpe Ratio (2.37 vs 1.69), 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.