BBUS vs. JPLD
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
BBUS and JPLD 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 that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
BBUS vs. JPLD - Performance Comparison
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BBUS vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | -4.74% | 17.77% | 24.89% | 4.91% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.38% | 6.01% | 6.49% | 3.23% |
Returns By Period
In the year-to-date period, BBUS achieves a -4.74% return, which is significantly lower than JPLD's 0.38% return.
BBUS
- 1D
- 2.93%
- 1M
- -4.99%
- YTD
- -4.74%
- 6M
- -2.34%
- 1Y
- 17.47%
- 3Y*
- 18.31%
- 5Y*
- 11.24%
- 10Y*
- —
JPLD
- 1D
- -0.08%
- 1M
- -0.74%
- YTD
- 0.38%
- 6M
- 1.58%
- 1Y
- 4.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BBUS vs. JPLD - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than JPLD'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%.
Return for Risk
BBUS vs. JPLD — Risk / Return Rank
BBUS
JPLD
BBUS vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). 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 | JPLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 2.63 | -1.67 |
Sortino ratioReturn per unit of downside risk | 1.47 | 4.05 | -2.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.55 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 4.03 | -2.53 |
Martin ratioReturn relative to average drawdown | 7.00 | 19.92 | -12.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBUS | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.63 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 3.28 | -2.55 |
Correlation
The correlation between BBUS and JPLD is 0.11, 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. JPLD - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.14%, less than JPLD's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.14% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBUS vs. JPLD - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for BBUS and JPLD.
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Drawdown Indicators
| BBUS | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.35% | -1.17% | -34.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -1.17% | -10.95% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | — | — |
Current DrawdownCurrent decline from peak | -6.54% | -0.74% | -5.80% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -0.14% | -5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 0.24% | +2.35% |
Volatility
BBUS vs. JPLD - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a higher volatility of 5.35% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.54%. This indicates that BBUS's price experiences larger fluctuations and is considered to be riskier than JPLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBUS | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 0.54% | +4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 0.99% | +8.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 1.79% | +16.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 1.86% | +15.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.75% | 1.86% | +17.89% |