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EFZ vs. BBIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EFZ vs. BBIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Short MSCI EAFE (EFZ) and JPMorgan BetaBuilders International Equity ETF (BBIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EFZ achieves a -9.46% return, which is significantly lower than BBIN's 11.39% return.


EFZ

1D
-0.25%
1M
-1.24%
6M
-5.50%
YTD
-9.46%
1Y
-17.52%
3Y*
-9.95%
5Y*
-6.08%
10Y*
-8.43%
ALL TIME*
-7.52%

BBIN

1D
-0.68%
1M
0.85%
6M
5.76%
YTD
11.39%
1Y
25.01%
3Y*
16.43%
5Y*
9.39%
10Y*
ALL TIME*
10.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$22.59M$13.95M$10.80M
$154.74K$246.78K$380.96K

EFZ vs. BBIN - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EFZ
ProShares Short MSCI EAFE
-9.46%-20.92%2.90%-10.38%13.15%-12.75%-16.02%-2.75%
BBIN
JPMorgan BetaBuilders International Equity ETF
11.39%31.86%3.65%18.54%-14.29%11.74%7.91%3.13%

Correlation

The correlation between EFZ and BBIN is -0.93, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.93

Correlation (3Y)
Balances recent behavior with more history.

-0.96

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.97

Correlation (All Time)
Calculated using the full available price history since Dec 5, 2019

-0.98

The correlation between EFZ and BBIN has been stable across timeframes, ranging from -0.98 to -0.93 - a consistent structural relationship.

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Return for Risk

EFZ vs. BBIN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EFZ
EFZ Risk / Return Rank: 11
Overall Rank
EFZ Sharpe Ratio Rank: 11
Sharpe Ratio Rank
EFZ Sortino Ratio Rank: 22
Sortino Ratio Rank
EFZ Omega Ratio Rank: 22
Omega Ratio Rank
EFZ Calmar Ratio Rank: 00
Calmar Ratio Rank
EFZ Martin Ratio Rank: 00
Martin Ratio Rank

BBIN
BBIN Risk / Return Rank: 6666
Overall Rank
BBIN Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
BBIN Sortino Ratio Rank: 6868
Sortino Ratio Rank
BBIN Omega Ratio Rank: 6565
Omega Ratio Rank
BBIN Calmar Ratio Rank: 6161
Calmar Ratio Rank
BBIN Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EFZ vs. BBIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Short MSCI EAFE (EFZ) and JPMorgan BetaBuilders International Equity ETF (BBIN). 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.


EFZBBINDifference
Sharpe ratioReturn per unit of total volatility

-2.60

Sortino ratioReturn per unit of downside risk

-3.69

Omega ratioGain probability vs. loss probability

0.83

1.27

-0.44

Calmar ratioReturn relative to maximum drawdown

-1.00

2.14

-3.14

Martin ratioReturn relative to average drawdown

-1.55

8.00

-9.55

EFZ vs. BBIN - Sharpe Ratio Comparison

The current EFZ Sharpe Ratio is -1.06, which is lower than the BBIN Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of EFZ and BBIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EFZ vs. BBIN - Drawdown Comparison

The maximum EFZ drawdown since its inception was -88.15%, which is greater than BBIN's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for EFZ and BBIN.


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Drawdown Indicators


EFZBBINDifference

Max Drawdown

Largest peak-to-trough decline

-88.15%

-33.37%

-54.78%

Max Drawdown (1Y)

Largest decline over 1 year

-17.58%

-11.57%

-6.01%

Max Drawdown (3Y)

Largest decline over 3 years

-35.82%

-13.98%

-21.84%

Max Drawdown (5Y)

Largest decline over 5 years

-44.12%

-29.24%

-14.88%

Max Drawdown (10Y)

Largest decline over 10 years

-61.58%

Current Drawdown

Current decline from peak

-88.14%

-0.68%

-87.46%

Average Drawdown

Average peak-to-trough decline

-67.25%

-6.18%

-61.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.35%

3.09%

+8.26%

Volatility

EFZ vs. BBIN - Volatility Comparison

The current volatility for ProShares Short MSCI EAFE (EFZ) is 4.14%, while JPMorgan BetaBuilders International Equity ETF (BBIN) has a volatility of 4.76%. This indicates that EFZ experiences smaller price fluctuations and is considered to be less risky than BBIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EFZBBINDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.14%

4.76%

-0.62%

Volatility (6M)

Calculated over the trailing 6-month period

14.10%

13.88%

+0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

16.71%

16.06%

+0.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.83%

16.70%

+0.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.11%

19.08%

-1.97%

EFZ vs. BBIN - Expense Ratio Comparison

EFZ has a 0.95% expense ratio, which is higher than BBIN's 0.07% expense ratio.


Dividends

EFZ vs. BBIN - Dividend Comparison

EFZ's dividend yield for the trailing twelve months is around 4.04%, more than BBIN's 3.62% yield.


PositionTTM20252024202320222021202020192018
BBIN
JPMorgan BetaBuilders International Equity ETF
3.62%3.87%3.41%3.20%2.83%3.54%1.07%0.09%0.00%
EFZ
ProShares Short MSCI EAFE
4.04%4.55%5.29%4.66%0.57%0.00%0.04%1.56%0.34%

Frequently Asked Questions


EFZ and BBIN have a correlation of -0.93, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBIN has higher volatility (4.76%) compared to EFZ (4.14%). In terms of maximum drawdown, EFZ dropped -88.15% vs BBIN's -33.37%.

On 5-year performance, BBIN leads with 9.39% vs -6.08% for EFZ. On fees, BBIN is cheaper at 0.07% per year. On volatility, EFZ has been the lower-risk option at 4.14%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBIN has performed better with a 9.39% return vs -6.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBIN is cheaper with a 0.07% expense ratio, compared with 0.95% for EFZ.

EFZ has the higher dividend yield at 4.04%, compared with 3.62% for BBIN.

EFZ is categorized as Inverse Equities, while BBIN is Foreign Large Cap Equities. EFZ tracks MSCI EAFE Index (-100%), while BBIN tracks Morningstar Developed Markets ex-North America Target Market Exposure Index. They also come from different issuers: ProShares and JPMorgan. Their fees differ too: 0.95% for EFZ and 0.07% for BBIN.

BBIN currently has the higher Sharpe Ratio (1.54 vs -1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EFZ and BBIN

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