CAPS.L vs. BBSU.L
Compare and contrast key facts about First Trust Capital Strength UCITS ETF Acc (CAPS.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L).
CAPS.L and BBSU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CAPS.L is a passively managed fund by First Trust that tracks the performance of the Russell 1000 TR USD. It was launched on Dec 17, 2019. BBSU.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. Both CAPS.L and BBSU.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CAPS.L vs. BBSU.L - Performance Comparison
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CAPS.L vs. BBSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CAPS.L First Trust Capital Strength UCITS ETF Acc | 1.07% | -0.65% | 12.99% | 2.23% | 0.10% | 19.38% |
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | -3.45% | 9.39% | 27.19% | 20.71% | -10.46% | 18.91% |
Returns By Period
In the year-to-date period, CAPS.L achieves a 1.07% return, which is significantly higher than BBSU.L's -3.45% return.
CAPS.L
- 1D
- 0.03%
- 1M
- -5.45%
- YTD
- 1.07%
- 6M
- 1.25%
- 1Y
- 1.25%
- 3Y*
- 7.18%
- 5Y*
- —
- 10Y*
- —
BBSU.L
- 1D
- 1.60%
- 1M
- -3.24%
- YTD
- -3.45%
- 6M
- -0.34%
- 1Y
- 14.51%
- 3Y*
- 15.81%
- 5Y*
- 12.13%
- 10Y*
- —
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CAPS.L vs. BBSU.L - Expense Ratio Comparison
CAPS.L has a 0.60% expense ratio, which is higher than BBSU.L's 0.05% expense ratio.
Return for Risk
CAPS.L vs. BBSU.L — Risk / Return Rank
CAPS.L
BBSU.L
CAPS.L vs. BBSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Capital Strength UCITS ETF Acc (CAPS.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L). 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.
| CAPS.L | BBSU.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.94 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.22 | 1.37 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.20 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.84 | -1.59 |
Martin ratioReturn relative to average drawdown | 0.67 | 6.20 | -5.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAPS.L | BBSU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.94 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.84 | -0.48 |
Correlation
The correlation between CAPS.L and BBSU.L is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CAPS.L vs. BBSU.L - Dividend Comparison
Neither CAPS.L nor BBSU.L has paid dividends to shareholders.
Drawdowns
CAPS.L vs. BBSU.L - Drawdown Comparison
The maximum CAPS.L drawdown since its inception was -22.86%, smaller than the maximum BBSU.L drawdown of -25.80%. Use the drawdown chart below to compare losses from any high point for CAPS.L and BBSU.L.
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Drawdown Indicators
| CAPS.L | BBSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.86% | -25.80% | +2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -10.79% | +3.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.42% | — |
Current DrawdownCurrent decline from peak | -15.11% | -5.43% | -9.68% |
Average DrawdownAverage peak-to-trough decline | -10.02% | -3.79% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.32% | +0.07% |
Volatility
CAPS.L vs. BBSU.L - Volatility Comparison
The current volatility for First Trust Capital Strength UCITS ETF Acc (CAPS.L) is 2.87%, while JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) has a volatility of 3.78%. This indicates that CAPS.L experiences smaller price fluctuations and is considered to be less risky than BBSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAPS.L | BBSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 3.78% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 8.36% | -1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.44% | 15.46% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.49% | 14.52% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 16.22% | +3.27% |