FEX.L vs. BBUS.L
Compare and contrast key facts about First Trust US Large Cap Core AlphaDEX® UCITS ETF Class A USD (FEX.L) and BetaBuilders US Equity UCITS USD Acc (BBUS.L).
FEX.L and BBUS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FEX.L is a passively managed fund by First Trust that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 9, 2013. BBUS.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. Both FEX.L and BBUS.L 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
FEX.L vs. BBUS.L - Performance Comparison
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FEX.L vs. BBUS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FEX.L First Trust US Large Cap Core AlphaDEX® UCITS ETF Class A USD | 2.88% | 7.34% | 18.68% | 8.36% | -1.83% | 28.60% | 9.66% | 7.43% |
BBUS.L BetaBuilders US Equity UCITS USD Acc | -4.98% | 9.16% | 27.18% | 21.25% | -10.45% | 28.84% | 16.60% | 11.33% |
Different Trading Currencies
FEX.L is traded in GBp, while BBUS.L is traded in USD. To make them comparable, the BBUS.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, FEX.L achieves a 2.88% return, which is significantly higher than BBUS.L's -4.98% return.
FEX.L
- 1D
- -0.03%
- 1M
- -3.21%
- YTD
- 2.88%
- 6M
- 6.32%
- 1Y
- 17.01%
- 3Y*
- 13.16%
- 5Y*
- 10.45%
- 10Y*
- 12.33%
BBUS.L
- 1D
- 0.38%
- 1M
- -4.37%
- YTD
- -4.98%
- 6M
- -1.64%
- 1Y
- 13.85%
- 3Y*
- 15.04%
- 5Y*
- 11.75%
- 10Y*
- —
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FEX.L vs. BBUS.L - Expense Ratio Comparison
FEX.L has a 0.75% expense ratio, which is higher than BBUS.L's 0.04% expense ratio.
Return for Risk
FEX.L vs. BBUS.L — Risk / Return Rank
FEX.L
BBUS.L
FEX.L vs. BBUS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust US Large Cap Core AlphaDEX® UCITS ETF Class A USD (FEX.L) and BetaBuilders US Equity UCITS USD Acc (BBUS.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.
| FEX.L | BBUS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.86 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.26 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.19 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.78 | 4.24 | +1.54 |
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
| FEX.L | BBUS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.86 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.77 | +0.01 |
Correlation
The correlation between FEX.L and BBUS.L is 0.84, 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
FEX.L vs. BBUS.L - Dividend Comparison
Neither FEX.L nor BBUS.L has paid dividends to shareholders.
Drawdowns
FEX.L vs. BBUS.L - Drawdown Comparison
The maximum FEX.L drawdown since its inception was -31.58%, which is greater than BBUS.L's maximum drawdown of -26.39%. Use the drawdown chart below to compare losses from any high point for FEX.L and BBUS.L.
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Drawdown Indicators
| FEX.L | BBUS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.58% | -34.26% | +2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -12.43% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -21.34% | -25.33% | +3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -31.58% | — | — |
Current DrawdownCurrent decline from peak | -3.70% | -8.00% | +4.30% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -5.51% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.55% | +0.21% |
Volatility
FEX.L vs. BBUS.L - Volatility Comparison
The current volatility for First Trust US Large Cap Core AlphaDEX® UCITS ETF Class A USD (FEX.L) is 3.33%, while BetaBuilders US Equity UCITS USD Acc (BBUS.L) has a volatility of 4.27%. This indicates that FEX.L experiences smaller price fluctuations and is considered to be less risky than BBUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEX.L | BBUS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.27% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.14% | 8.97% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.98% | 15.99% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.56% | 15.54% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 17.34% | -0.87% |