EUSA vs. BBUS
Compare and contrast key facts about iShares MSCI USA Equal Weighted ETF (EUSA) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
EUSA and BBUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA Index. It was launched on May 5, 2010. BBUS is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. Both EUSA and BBUS 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
EUSA vs. BBUS - Performance Comparison
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EUSA vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EUSA iShares MSCI USA Equal Weighted ETF | -0.88% | 10.24% | 14.64% | 17.72% | -17.13% | 25.60% | 15.03% | 13.50% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | -4.04% | 17.77% | 24.89% | 27.20% | -19.46% | 27.13% | 20.69% | 16.53% |
Returns By Period
In the year-to-date period, EUSA achieves a -0.88% return, which is significantly higher than BBUS's -4.04% return.
EUSA
- 1D
- 0.33%
- 1M
- -5.30%
- YTD
- -0.88%
- 6M
- -0.11%
- 1Y
- 10.76%
- 3Y*
- 12.34%
- 5Y*
- 6.88%
- 10Y*
- 10.84%
BBUS
- 1D
- 0.73%
- 1M
- -4.30%
- YTD
- -4.04%
- 6M
- -2.01%
- 1Y
- 17.87%
- 3Y*
- 18.60%
- 5Y*
- 11.41%
- 10Y*
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EUSA vs. BBUS - Expense Ratio Comparison
EUSA has a 0.15% expense ratio, which is higher than BBUS's 0.02% 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%.
Return for Risk
EUSA vs. BBUS — Risk / Return Rank
EUSA
BBUS
EUSA vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Equal Weighted ETF (EUSA) and JP Morgan 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.
| EUSA | BBUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.98 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.50 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.51 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.05 | 7.01 | -2.96 |
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
| EUSA | BBUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.98 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.67 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.73 | -0.06 |
Correlation
The correlation between EUSA and BBUS is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EUSA vs. BBUS - Dividend Comparison
EUSA's dividend yield for the trailing twelve months is around 1.68%, more than BBUS's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUSA iShares MSCI USA Equal Weighted ETF | 1.68% | 1.63% | 1.47% | 1.53% | 1.73% | 1.23% | 1.45% | 1.49% | 2.01% | 1.50% | 1.59% | 2.21% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.13% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EUSA vs. BBUS - Drawdown Comparison
The maximum EUSA drawdown since its inception was -39.16%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for EUSA and BBUS.
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Drawdown Indicators
| EUSA | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -35.35% | -3.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.37% | -12.12% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -25.46% | +0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | — | — |
Current DrawdownCurrent decline from peak | -5.38% | -5.86% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -4.63% | -5.57% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.61% | +0.09% |
Volatility
EUSA vs. BBUS - Volatility Comparison
The current volatility for iShares MSCI USA Equal Weighted ETF (EUSA) is 4.68%, while JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a volatility of 5.39%. This indicates that EUSA experiences smaller price fluctuations and is considered to be less risky than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUSA | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 5.39% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 9.54% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 18.33% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 17.04% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 19.75% | -1.42% |