BBUS vs. SPTM
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM).
BBUS and SPTM 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. SPTM is a passively managed fund by State Street that tracks the performance of the S&P Composite 1500 Index. It was launched on Oct 4, 2000. Both BBUS and SPTM 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 SPTM.
Key characteristics
| BBUS | SPTM | |
|---|---|---|
| YTD Return | 26.95% | 26.21% |
| 1Y Return | 38.06% | 37.67% |
| 3Y Return (Ann) | 9.68% | 9.86% |
| 5Y Return (Ann) | 15.90% | 15.70% |
| Sharpe Ratio | 3.09 | 3.06 |
| Sortino Ratio | 4.09 | 4.10 |
| Omega Ratio | 1.58 | 1.57 |
| Calmar Ratio | 4.45 | 4.50 |
| Martin Ratio | 20.37 | 19.97 |
| Ulcer Index | 1.86% | 1.88% |
| Daily Std Dev | 12.29% | 12.28% |
| Max Drawdown | -35.35% | -54.80% |
| Current Drawdown | -0.26% | -0.33% |
Correlation
The correlation between BBUS and SPTM 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.
Performance
BBUS vs. SPTM - Performance Comparison
The year-to-date returns for both stocks are quite close, with BBUS having a 26.95% return and SPTM slightly lower at 26.21%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBUS vs. SPTM - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than SPTM'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%.
Risk-Adjusted Performance
BBUS vs. SPTM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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. SPTM - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.18%, less than SPTM's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.18% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.23% | 1.44% | 1.69% | 1.25% | 1.56% | 1.71% | 1.90% | 1.66% | 1.91% | 1.92% | 2.08% | 1.63% |
Drawdowns
BBUS vs. SPTM - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for BBUS and SPTM. For additional features, visit the drawdowns tool.
Volatility
BBUS vs. SPTM - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) have volatilities of 3.89% and 3.99%, 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.