BRY vs. BBUS
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 Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRY or BBUS.
Key characteristics
| BRY | BBUS | |
|---|---|---|
| YTD Return | -29.18% | 26.12% |
| 1Y Return | -30.36% | 34.23% |
| 3Y Return (Ann) | -12.26% | 9.41% |
| 5Y Return (Ann) | -9.09% | 15.57% |
| Sharpe Ratio | -0.83 | 2.83 |
| Sortino Ratio | -1.00 | 3.76 |
| Omega Ratio | 0.87 | 1.53 |
| Calmar Ratio | -0.49 | 4.04 |
| Martin Ratio | -1.38 | 18.49 |
| Ulcer Index | 21.86% | 1.86% |
| Daily Std Dev | 36.45% | 12.16% |
| Max Drawdown | -88.53% | -35.35% |
| Current Drawdown | -59.64% | -0.90% |
Correlation
The correlation between BRY and BBUS is 0.36, 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.
Performance
BRY vs. BBUS - Performance Comparison
In the year-to-date period, BRY achieves a -29.18% return, which is significantly lower than BBUS's 26.12% return. 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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Risk-Adjusted Performance
BRY vs. BBUS - Risk-Adjusted Performance 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.
Dividends
BRY vs. BBUS - Dividend Comparison
BRY's dividend yield for the trailing twelve months is around 16.11%, more than BBUS's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
BRY Berry Corporation | 16.11% | 13.80% | 16.75% | 2.38% | 3.26% | 5.09% | 2.40% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.19% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% |
Drawdowns
BRY vs. BBUS - Drawdown Comparison
The maximum BRY drawdown since its inception was -88.53%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for BRY and BBUS. For additional features, visit the drawdowns tool.
Volatility
BRY vs. BBUS - Volatility Comparison
Berry Corporation (BRY) has a higher volatility of 17.33% compared to JP Morgan Betabuilders U.S. Equity ETF (BBUS) at 3.85%. This indicates that BRY's price experiences larger fluctuations and is considered to be riskier than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.