CPTL vs. BBUS

Last updated Jul 23, 2026

CPTL (Global X Morningstar Capital Allocation Leaders ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds - CPTL tracks the Morningstar US Capital Allocation Leaders Index while BBUS tracks the Morningstar US Target Market Exposure Index. Both are passively managed. CPTL charges 0.35%/yr vs 0.02%/yr for BBUS.

Performance

CPTL vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Morningstar Capital Allocation Leaders ETF (CPTL) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CPTL

• 1D: -0.24%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

BBUS

• 1D: -0.18%
• 1M: 0.32%
• 6M: 9.35%
• YTD: 9.76%
• 1Y: 19.50%
• 3Y*: 19.73%
• 5Y*: 12.19%
• 10Y*: —
• ALL TIME*: 15.84%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$22.64M	$24.33M	$29.22M
CPTL Global X Morningstar Capital Allocation Leaders ETF	$950.92K	$950.92K	$950.92K

CPTL vs. BBUS - Yearly Performance Comparison

	2026 (YTD)
CPTL Global X Morningstar Capital Allocation Leaders ETF	-0.24%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	-0.18%

Return for Risk

CPTL vs. BBUS — Risk / Return Rank

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

CPTL

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

BBUS

BBUS Risk / Return Rank: 60
BBUS Sharpe Ratio Rank: 62
BBUS Sortino Ratio Rank: 58
BBUS Omega Ratio Rank: 59
BBUS Calmar Ratio Rank: 55
BBUS Martin Ratio Rank: 68

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.

CPTL vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Morningstar Capital Allocation Leaders ETF (CPTL) 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.

	CPTL	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.55	—
Sortino ratio: Return per unit of downside risk	—	2.15	—
Omega ratio: Gain probability vs. loss probability	—	1.28	—
Calmar ratio: Return relative to maximum drawdown	—	2.13	—
Martin ratio: Return relative to average drawdown	—	9.11	—

Drawdowns

CPTL vs. BBUS - Drawdown Comparison

The maximum CPTL drawdown since its inception was -0.24%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for CPTL and BBUS.

Drawdown Indicators

	CPTL	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-0.24%	-35.35%	+35.11%
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	-0.24%	-1.50%	+1.26%
Average Drawdown Average peak-to-trough decline	-0.24%	-5.39%	+5.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.15%	—

Volatility

Volatility by Period

	CPTL	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.22%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.87%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.65%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.13%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.51%	—

CPTL vs. BBUS - Expense Ratio Comparison

CPTL has a 0.35% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

CPTL vs. BBUS - Dividend Comparison

CPTL has not paid dividends to shareholders, while BBUS's dividend yield for the trailing twelve months is around 1.01%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.01%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%
CPTL Global X Morningstar Capital Allocation Leaders ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, CPTL or BBUS?

On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CPTL or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.35% for CPTL.

Which ETF pays a higher dividend yield, CPTL or BBUS?

BBUS has the higher dividend yield at 1.01%, compared with 0.00% for CPTL.

What is the main difference between CPTL and BBUS?

CPTL tracks Morningstar US Capital Allocation Leaders Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Global X and JPMorgan. Their fees differ too: 0.35% for CPTL and 0.02% for BBUS.