BLGR vs. BBUS

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and BBUS (JP Morgan Betabuilders U.S. Equity ETF) are both Large Cap Growth Equities funds. Their correlation of 0.95 suggests significant overlap in exposure. BLGR charges 0.24%/yr vs 0.02%/yr for BBUS.

Performance

BLGR vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with BLGR having a 10.51% return and BBUS slightly higher at 10.60%.

BLGR

• 1D: -0.96%
• 1M: 6.35%
• YTD: 10.51%
• 6M: 10.19%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: -0.74%
• 1M: 5.12%
• YTD: 10.60%
• 6M: 10.47%
• 1Y: 27.47%
• 3Y*: 22.46%
• 5Y*: 13.43%
• 10Y*: —

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

BLGR vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	16.11%
BBUS JP Morgan Betabuilders U.S. Equity ETF	10.60%	14.15%

Correlation

The correlation between BLGR and BBUS is 0.95, 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	0.95

BLGR vs. BBUS - Sectors Allocation Comparison

Sectors	BLGR	BBUS
Technology	48.1%	37.1%
Communication Services	15.8%	10.8%
Consumer Cyclical	10.7%	9.4%
Financial Services	8.2%	10.8%
Healthcare	6.7%	8.1%
Industrials	6.1%	7.2%
Consumer Defensive	1.8%	4.5%
Basic Materials	0.8%	1.2%
Real Estate	0.7%	1.7%
Energy	0.6%	3.2%
Utilities	0.6%	2.6%

Return for Risk

BLGR vs. BBUS — Risk / Return Rank

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

BBUS

BBUS Risk / Return Rank: 68
BBUS Sharpe Ratio Rank: 70
BBUS Sortino Ratio Rank: 68
BBUS Omega Ratio Rank: 68
BBUS Calmar Ratio Rank: 60
BBUS Martin Ratio Rank: 72

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.

BLGR vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). 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

	BLGR	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.33	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	0.84	+1.13

Drawdowns

BLGR vs. BBUS - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for BLGR and BBUS.

Drawdown Indicators

	BLGR	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-35.35%	+21.27%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.21%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	-1.23%	-0.74%	-0.49%
Average Drawdown Average peak-to-trough decline	-2.43%	-5.46%	+3.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	BLGR	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.88%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	11.87%	+3.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	17.03%	-1.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	19.59%	-4.18%

BLGR vs. BBUS - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is higher than BBUS's 0.02% 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

BLGR vs. BBUS - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than BBUS's 0.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BBUS JP Morgan Betabuilders U.S. Equity ETF	0.98%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BLGR and BBUS in my portfolio?

With a correlation of 0.95, BLGR and BBUS 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, BLGR or BBUS?

On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLGR or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.24% for BLGR.

Which ETF pays a higher dividend yield, BLGR or BBUS?

BBUS has the higher dividend yield at 0.98%, compared with 0.23% for BLGR.

What is the main difference between BLGR and BBUS?

They also come from different issuers: Bluemonte and JPMorgan. Their fees differ too: 0.24% for BLGR and 0.02% for BBUS.