BRY vs. BBUS

Last updated Jun 26, 2026

BRY (Berry Corporation) is a stock, while BBUS (JPMorgan BetaBuilders U.S. Equity ETF) is Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index. At a 0.32 correlation, their price movements are largely independent.

Performance

BRY vs. BBUS - Performance Comparison

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

Returns By Period

BRY

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

BBUS

• 1D: -0.02%
• 1M: -2.04%
• YTD: 7.66%
• 6M: 6.35%
• 1Y: 21.50%
• 3Y*: 20.89%
• 5Y*: 12.46%
• 10Y*: —

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

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%	-17.41%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	7.66%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.26%

Correlation

The correlation between BRY and BBUS is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.09
Correlation (3Y) Calculated over the trailing 3-year period	0.18
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (All Time) Calculated using the full available price history since Mar 13, 2019	0.32

Over the past year, the correlation between BRY and BBUS has dropped to 0.09 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.

Return for Risk

BRY vs. BBUS — Risk / Return Rank

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

BRY

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

BBUS

BBUS Risk / Return Rank: 59
BBUS Sharpe Ratio Rank: 60
BBUS Sortino Ratio Rank: 57
BBUS Omega Ratio Rank: 59
BBUS Calmar Ratio Rank: 55
BBUS Martin Ratio Rank: 65

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 JPMorgan 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BRY	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.73	—
Sortino ratio: Return per unit of downside risk	—	2.37	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.34	—
Martin ratio: Return relative to average drawdown	—	10.25	—

Drawdowns

Drawdown Indicators

	BRY	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.35%	—
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	—	-3.39%	—
Average Drawdown Average peak-to-trough decline	—	-5.43%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.10%	—

Volatility

Volatility by Period

	BRY	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.84%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.48%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.13%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.58%	—

Dividends

BRY vs. BBUS - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 1.84%, more than BBUS's 1.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.03%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%
BRY Berry Corporation	1.84%	3.68%	18.16%	13.80%	16.75%	2.38%	3.26%	5.09%	2.40%

Frequently Asked Questions

Can I hold both BRY and BBUS in my portfolio?

BRY and BBUS have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.