EEDS.L vs. BBUD.L
EEDS.L (iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)) and BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) are both Large Cap Blend Equities funds - EEDS.L tracks the MSCI USA ESG Enhanced CTB Index while BBUD.L tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, EEDS.L returned 11.09%/yr vs 12.46%/yr for BBUD.L. With a 0.99 correlation, they move nearly in lockstep. EEDS.L charges 0.07%/yr vs 0.05%/yr for BBUD.L.
Performance
EEDS.L vs. BBUD.L - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EEDS.L having a 9.44% return and BBUD.L slightly higher at 9.91%.
EEDS.L
- 1D
- -0.05%
- 1M
- 0.08%
- 6M
- 9.44%
- YTD
- 9.44%
- 1Y
- 20.16%
- 3Y*
- 18.49%
- 5Y*
- 11.09%
- 10Y*
- —
BBUD.L
- 1D
- 0.06%
- 1M
- 0.07%
- 6M
- 9.53%
- YTD
- 9.91%
- 1Y
- 21.06%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
EEDS.L vs. BBUD.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) | 9.44% | 14.97% | 24.21% | 26.17% | -21.67% | 27.87% | 22.28% | 14.51% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 9.91% | 17.41% | 25.12% | 27.64% | -19.95% | 27.63% | 20.16% | 13.29% |
Correlation
The correlation between EEDS.L and BBUD.L is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.99 |
The correlation between EEDS.L and BBUD.L has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
EEDS.L vs. BBUD.L — Risk / Return Rank
EEDS.L
BBUD.L
EEDS.L vs. BBUD.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 JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.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 | BBUD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.46 | -0.12 |
| Martin ratioReturn relative to average drawdown | 9.44 | 10.00 | -0.56 |
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Drawdowns
EEDS.L vs. BBUD.L - Drawdown Comparison
The maximum EEDS.L drawdown since its inception was -33.60%, roughly equal to the maximum BBUD.L drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for EEDS.L and BBUD.L.
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Drawdown Indicators
| EEDS.L | BBUD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.60% | -34.19% | +0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -8.61% | -0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -19.33% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -27.26% | -25.33% | -1.93% |
Current DrawdownCurrent decline from peak | -0.46% | -0.66% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.30% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.12% | +0.14% |
Volatility
EEDS.L vs. BBUD.L - Volatility Comparison
The current volatility for iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.L) is 2.85%, while JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) has a volatility of 3.03%. This indicates that EEDS.L experiences smaller price fluctuations and is considered to be less risky than BBUD.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 | BBUD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 3.03% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 9.43% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 12.14% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 16.21% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 17.73% | +0.09% |
EEDS.L vs. BBUD.L - Expense Ratio Comparison
EEDS.L has a 0.07% expense ratio, which is higher than BBUD.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. BBUD.L - Dividend Comparison
EEDS.L's dividend yield for the trailing twelve months is around 0.83%, less than BBUD.L's 1.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% |
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 0.83% | 0.89% | 1.00% | 1.15% | 1.42% | 1.01% | 1.24% | 1.07% |
Frequently Asked Questions
With a correlation of 0.99, EEDS.L and BBUD.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, BBUD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUD.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 BBUD.L tracks Morningstar US Target Market Exposure Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.07% for EEDS.L and 0.05% for BBUD.L.
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