BRY vs. BBUS

Last updated Apr 2, 2026

Compare and contrast key facts about Berry Corporation (BRY) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).

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.

Performance

BRY vs. BBUS - Performance Comparison

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

BRY vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BRY Berry Corporation	0.00%	-17.92%	-34.12%	-0.36%	9.71%	135.52%	-59.55%	-14.71%
BBUS JP Morgan Betabuilders U.S. Equity ETF	-4.04%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.53%

Returns By Period

BRY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: 0.73%
• 1M: -4.30%
• YTD: -4.04%
• 6M: -2.01%
• 1Y: 17.87%
• 3Y*: 18.60%
• 5Y*: 11.41%
• 10Y*: —

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

Return for Risk

BRY 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: 58
BBUS Sharpe Ratio Rank: 53
BBUS Sortino Ratio Rank: 55
BBUS Omega Ratio Rank: 59
BBUS Calmar Ratio Rank: 56
BBUS Martin Ratio Rank: 66

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.

BRY vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) 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

	BRY	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.98	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.73	—

Correlation

The correlation between BRY and BBUS is 0.32, 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

BRY vs. BBUS - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 2.76%, more than BBUS's 1.13% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BRY Berry Corporation	2.76%	3.68%	18.16%	13.80%	16.75%	2.38%	3.26%	5.09%	2.40%
BBUS JP Morgan Betabuilders U.S. Equity ETF	1.13%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%

Drawdowns

Drawdown Indicators

	BRY	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.35%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.12%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	—	-5.86%	—
Average Drawdown Average peak-to-trough decline	—	-5.57%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.61%	—

Volatility

Volatility by Period

	BRY	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.54%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.33%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.04%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.75%	—