BUBSX vs. JPST
Compare and contrast key facts about Baird Ultra Short Bond Fund (BUBSX) and JPMorgan Ultra-Short Income ETF (JPST).
BUBSX is managed by Baird. It was launched on Dec 31, 2013. JPST is an actively managed fund by JPMorgan Chase. It was launched on May 17, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUBSX or JPST.
Correlation
The correlation between BUBSX and JPST is 0.21, 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
BUBSX vs. JPST - Performance Comparison
Key characteristics
BUBSX:
8.28
JPST:
10.97
BUBSX:
52.87
JPST:
24.57
BUBSX:
53.87
JPST:
5.62
BUBSX:
54.25
JPST:
55.66
BUBSX:
861.19
JPST:
293.03
BUBSX:
0.01%
JPST:
0.02%
BUBSX:
0.65%
JPST:
0.50%
BUBSX:
-1.89%
JPST:
-3.28%
BUBSX:
0.00%
JPST:
-0.02%
Returns By Period
The year-to-date returns for both stocks are quite close, with BUBSX having a 0.52% return and JPST slightly lower at 0.50%.
BUBSX
0.52%
0.42%
2.53%
5.36%
2.67%
2.04%
JPST
0.50%
0.40%
2.41%
5.49%
2.85%
N/A
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BUBSX vs. JPST - Expense Ratio Comparison
BUBSX has a 0.40% expense ratio, which is higher than JPST's 0.18% expense ratio.
Risk-Adjusted Performance
BUBSX vs. JPST — Risk-Adjusted Performance Rank
BUBSX
JPST
BUBSX vs. JPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund (BUBSX) and JPMorgan Ultra-Short Income ETF (JPST). 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
BUBSX vs. JPST - Dividend Comparison
BUBSX's dividend yield for the trailing twelve months is around 5.02%, less than JPST's 5.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 5.02% | 5.05% | 4.38% | 1.31% | 0.25% | 1.07% | 2.30% | 1.91% | 1.05% | 0.80% | 0.56% | 0.69% |
JPST JPMorgan Ultra-Short Income ETF | 5.10% | 5.16% | 4.80% | 1.83% | 0.73% | 1.43% | 2.68% | 2.07% | 0.96% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUBSX vs. JPST - Drawdown Comparison
The maximum BUBSX drawdown since its inception was -1.89%, smaller than the maximum JPST drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for BUBSX and JPST. For additional features, visit the drawdowns tool.
Volatility
BUBSX vs. JPST - Volatility Comparison
Baird Ultra Short Bond Fund (BUBSX) has a higher volatility of 0.18% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.10%. This indicates that BUBSX's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.