BDBT vs. BBAG

Last updated Jun 4, 2026

BDBT (Bluemonte Core Bond ETF) and BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) are both Intermediate Core Bond funds. Their correlation of 0.92 suggests significant overlap in exposure. BDBT charges 0.23%/yr vs 0.03%/yr for BBAG.

Performance

BDBT vs. BBAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Core Bond ETF (BDBT) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDBT achieves a 0.09% return, which is significantly lower than BBAG's 0.17% return.

BDBT

• 1D: -0.20%
• 1M: 0.20%
• YTD: 0.09%
• 6M: -0.04%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBAG

• 1D: -0.23%
• 1M: 0.21%
• YTD: 0.17%
• 6M: 0.02%
• 1Y: 5.12%
• 3Y*: 3.86%
• 5Y*: -0.01%
• 10Y*: —

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

BDBT vs. BBAG - Yearly Performance Comparison

	2026 (YTD)	2025
BDBT Bluemonte Core Bond ETF	0.09%	3.68%
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	0.17%	3.88%

Correlation

The correlation between BDBT and BBAG is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.92

BDBT vs. BBAG - Sectors Allocation Comparison

Sectors	BDBT	BBAG
Financial Services	100.0%	6.5%
Basic Materials	-	0.5%
Communication Services	-	46.6%
Consumer Cyclical	-	1.6%
Consumer Defensive	-	1.0%
Energy	-	1.2%
Healthcare	-	2.6%
Industrials	-	1.6%
Real Estate	-	6.8%
Technology	-	12.0%
Utilities	-	2.3%

Return for Risk

BDBT vs. BBAG — Risk / Return Rank

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

BBAG

BBAG Risk / Return Rank: 37
BBAG Sharpe Ratio Rank: 37
BBAG Sortino Ratio Rank: 38
BBAG Omega Ratio Rank: 35
BBAG Calmar Ratio Rank: 38
BBAG Martin Ratio Rank: 36

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.

BDBT vs. BBAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Core Bond ETF (BDBT) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BDBT	BBAG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.31	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.00	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.05	0.32	+0.72

Drawdowns

BDBT vs. BBAG - Drawdown Comparison

The maximum BDBT drawdown since its inception was -2.88%, smaller than the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for BDBT and BBAG.

Drawdown Indicators

	BDBT	BBAG	Difference
Max Drawdown Largest peak-to-trough decline	-2.88%	-18.73%	+15.85%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.78%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.18%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.06%	—
Current Drawdown Current decline from peak	-1.71%	-2.84%	+1.13%
Average Drawdown Average peak-to-trough decline	-0.70%	-6.22%	+5.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.93%	—

Volatility

Volatility by Period

	BDBT	BBAG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.83%	3.92%	-0.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.83%	5.93%	-2.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.83%	5.80%	-1.97%

BDBT vs. BBAG - Expense Ratio Comparison

BDBT has a 0.23% expense ratio, which is higher than BBAG's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BDBT vs. BBAG - Dividend Comparison

BDBT's dividend yield for the trailing twelve months is around 3.53%, less than BBAG's 4.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4.37%	4.29%	4.25%	3.60%	2.23%	1.44%	2.26%	2.92%	0.16%
BDBT Bluemonte Core Bond ETF	3.53%	2.21%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BDBT and BBAG in my portfolio?

With a correlation of 0.92, BDBT and BBAG 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 ETF is better, BDBT or BBAG?

On fees, BBAG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDBT or BBAG?

BBAG is cheaper with a 0.03% expense ratio, compared with 0.23% for BDBT.

Which ETF pays a higher dividend yield, BDBT or BBAG?

BBAG has the higher dividend yield at 4.37%, compared with 3.53% for BDBT.

What is the main difference between BDBT and BBAG?

They also come from different issuers: Bluemonte and JPMorgan. Their fees differ too: 0.23% for BDBT and 0.03% for BBAG.