BBUS vs. OUSA
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and OShares U.S. Quality Dividend ETF (OUSA).
BBUS and OUSA 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. OUSA is a passively managed fund by O'Shares Investments that tracks the performance of the O'Shares US Quality Dividend Index. It was launched on Jul 14, 2015. Both BBUS and OUSA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBUS vs. OUSA - Performance Comparison
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BBUS vs. OUSA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | -4.74% | 17.77% | 24.89% | 27.20% | -19.46% | 27.13% | 20.69% | 16.53% |
OUSA OShares U.S. Quality Dividend ETF | -3.17% | 10.23% | 17.09% | 13.44% | -9.33% | 23.75% | 6.96% | 12.57% |
Returns By Period
In the year-to-date period, BBUS achieves a -4.74% return, which is significantly lower than OUSA's -3.17% return.
BBUS
- 1D
- 2.93%
- 1M
- -4.99%
- YTD
- -4.74%
- 6M
- -2.34%
- 1Y
- 17.47%
- 3Y*
- 18.31%
- 5Y*
- 11.24%
- 10Y*
- —
OUSA
- 1D
- 1.44%
- 1M
- -6.28%
- YTD
- -3.17%
- 6M
- -0.83%
- 1Y
- 6.15%
- 3Y*
- 11.51%
- 5Y*
- 8.66%
- 10Y*
- 9.93%
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BBUS vs. OUSA - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than OUSA's 0.48% expense ratio.
Return for Risk
BBUS vs. OUSA — Risk / Return Rank
BBUS
OUSA
BBUS vs. OUSA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and OShares U.S. Quality Dividend ETF (OUSA). 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 | OUSA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.45 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.74 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.10 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.75 | +0.74 |
Martin ratioReturn relative to average drawdown | 7.00 | 3.10 | +3.90 |
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 | OUSA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.45 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.65 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.66 | +0.06 |
Correlation
The correlation between BBUS and OUSA is 0.86, 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.
Dividends
BBUS vs. OUSA - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.14%, less than OUSA's 1.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.14% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% |
OUSA OShares U.S. Quality Dividend ETF | 1.46% | 1.39% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% |
Drawdowns
BBUS vs. OUSA - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, which is greater than OUSA's maximum drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for BBUS and OUSA.
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Drawdown Indicators
| BBUS | OUSA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.35% | -33.12% | -2.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -9.80% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -19.54% | -5.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.12% | — |
Current DrawdownCurrent decline from peak | -6.54% | -6.65% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -3.53% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.39% | +0.20% |
Volatility
BBUS vs. OUSA - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a higher volatility of 5.35% compared to OShares U.S. Quality Dividend ETF (OUSA) at 3.78%. This indicates that BBUS's price experiences larger fluctuations and is considered to be riskier than OUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBUS | OUSA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 3.78% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 7.27% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 13.88% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 13.31% | +3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.75% | 15.15% | +4.60% |