EEDS.L vs. BBSU.L
EEDS.L (iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)) and BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - EEDS.L tracks the MSCI USA ESG Enhanced CTB Index while BBSU.L tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, EEDS.L returned 10.81%/yr vs 12.34%/yr for BBSU.L. Their correlation of 0.92 suggests significant overlap in exposure. EEDS.L charges 0.07%/yr vs 0.05%/yr for BBSU.L.
Performance
EEDS.L vs. BBSU.L - Performance Comparison
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Different Trading Currencies
EEDS.L is traded in USD, while BBSU.L is traded in GBp. To make them comparable, the BBSU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, EEDS.L achieves a 8.07% return, which is significantly lower than BBSU.L's 8.68% return.
EEDS.L
- 1D
- -1.30%
- 1M
- -0.41%
- 6M
- 7.35%
- YTD
- 8.07%
- 1Y
- 18.22%
- 3Y*
- 17.80%
- 5Y*
- 10.81%
- 10Y*
- —
BBSU.L
- 1D
- -1.14%
- 1M
- 0.34%
- 6M
- 7.82%
- YTD
- 8.68%
- 1Y
- 19.27%
- 3Y*
- 19.45%
- 5Y*
- 12.34%
- 10Y*
- —
EEDS.L vs. BBSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 8.07% | 14.97% | 24.21% | 26.17% | -21.67% | 27.87% | 22.28% | 13.41% |
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 8.68% | 17.65% | 25.07% | 27.08% | -20.03% | 28.08% | 19.62% | 13.28% |
Correlation
The correlation between EEDS.L and BBSU.L is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2019 | 0.92 |
The correlation between EEDS.L and BBSU.L has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
EEDS.L vs. BBSU.L — Risk / Return Rank
EEDS.L
BBSU.L
EEDS.L vs. BBSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.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.
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.
| EEDS.L | BBSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 2.10 | -0.10 |
| Martin ratioReturn relative to average drawdown | 8.04 | 8.51 | -0.48 |
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Drawdowns
EEDS.L vs. BBSU.L - Drawdown Comparison
The maximum EEDS.L drawdown since its inception was -33.60%, roughly equal to the maximum BBSU.L drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for EEDS.L and BBSU.L.
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Drawdown Indicators
| EEDS.L | BBSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.60% | -33.73% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -9.14% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -19.51% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -27.26% | -26.17% | -1.09% |
Current DrawdownCurrent decline from peak | -1.70% | -1.71% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.34% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.26% | 0.00% |
Volatility
EEDS.L vs. BBSU.L - Volatility Comparison
The current volatility for iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.L) is 3.14%, while JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) has a volatility of 3.40%. This indicates that EEDS.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
| EEDS.L | BBSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 3.40% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 8.87% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.49% | 11.74% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 15.86% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 17.38% | +0.44% |
EEDS.L vs. BBSU.L - Expense Ratio Comparison
EEDS.L has a 0.07% expense ratio, which is higher than BBSU.L's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EEDS.L vs. BBSU.L - Dividend Comparison
EEDS.L's dividend yield for the trailing twelve months is around 0.84%, while BBSU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 0.84% | 0.89% | 1.00% | 1.15% | 1.42% | 1.01% | 1.24% | 1.07% |
Frequently Asked Questions
With a correlation of 0.91, EEDS.L and BBSU.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BBSU.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBSU.L is cheaper with a 0.05% expense ratio, compared with 0.07% for EEDS.L.
EEDS.L tracks MSCI USA ESG Enhanced CTB Index, while BBSU.L tracks Russell 1000 TR USD. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.07% for EEDS.L and 0.05% for BBSU.L.
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