FTGU.DE vs. BBUS.DE
FTGU.DE (First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - FTGU.DE tracks the Nasdaq AlphaDEX Large Cap Core NTR Index while BBUS.DE tracks the Morningstar US Target Market Exposure. Both are passively managed. Over the past 5 years, FTGU.DE returned 11.49%/yr vs 13.25%/yr for BBUS.DE. Their correlation of 0.88 suggests significant overlap in exposure. FTGU.DE charges 0.65%/yr vs 0.05%/yr for BBUS.DE.
Performance
FTGU.DE vs. BBUS.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FTGU.DE achieves a 16.48% return, which is significantly higher than BBUS.DE's 12.77% return.
FTGU.DE
- 1D
- -0.23%
- 1M
- -1.01%
- 6M
- 12.79%
- YTD
- 16.48%
- 1Y
- 25.18%
- 3Y*
- 16.81%
- 5Y*
- 11.49%
- 10Y*
- —
BBUS.DE
- 1D
- 0.13%
- 1M
- 1.54%
- 6M
- 11.81%
- YTD
- 12.77%
- 1Y
- 22.90%
- 3Y*
- 19.28%
- 5Y*
- 13.25%
- 10Y*
- —
FTGU.DE vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FTGU.DE First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD | 16.48% | 2.82% | 23.34% | 10.92% | -7.47% | 38.46% | 2.87% | 9.51% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 12.77% | 4.72% | 32.23% | 23.42% | -15.60% | 38.80% | 9.06% | 1.77% |
Correlation
The correlation between FTGU.DE and BBUS.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.88 |
The correlation between FTGU.DE and BBUS.DE shifts across timeframes, from 0.76 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FTGU.DE vs. BBUS.DE — Risk / Return Rank
FTGU.DE
BBUS.DE
FTGU.DE vs. BBUS.DE - 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 (FTGU.DE) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE). 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.
| FTGU.DE | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.35 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 7.52 | 3.09 | +4.43 |
| Martin ratioReturn relative to average drawdown | 19.59 | 10.67 | +8.92 |
Loading charts...
Drawdowns
FTGU.DE vs. BBUS.DE - Drawdown Comparison
The maximum FTGU.DE drawdown since its inception was -99.98%, which is greater than BBUS.DE's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for FTGU.DE and BBUS.DE.
Loading charts...
Drawdown Indicators
| FTGU.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.98% | -34.11% | -65.87% |
Max Drawdown (1Y)Largest decline over 1 year | -3.70% | -7.38% | +3.68% |
Max Drawdown (3Y)Largest decline over 3 years | -24.38% | -23.45% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.38% | -23.45% | -0.93% |
Current DrawdownCurrent decline from peak | -3.21% | -0.22% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -5.26% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 2.14% | -0.72% |
Volatility
FTGU.DE vs. BBUS.DE - Volatility Comparison
First Trust US Large Cap Core AlphaDEX UCITS ETF Class A USD (FTGU.DE) has a higher volatility of 3.76% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 2.81%. This indicates that FTGU.DE's price experiences larger fluctuations and is considered to be riskier than BBUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FTGU.DE | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 2.81% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.22% | 8.06% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.21% | 12.00% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 15.38% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 132,531.53% | 17.56% | +132,513.97% |
FTGU.DE vs. BBUS.DE - Expense Ratio Comparison
FTGU.DE has a 0.65% expense ratio, which is higher than BBUS.DE's 0.05% expense ratio.
Dividends
FTGU.DE vs. BBUS.DE - Dividend Comparison
Neither FTGU.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
FTGU.DE and BBUS.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.DE is cheaper with a 0.05% expense ratio, compared with 0.65% for FTGU.DE.
FTGU.DE tracks Nasdaq AlphaDEX Large Cap Core NTR Index, while BBUS.DE tracks Morningstar US Target Market Exposure. They also come from different issuers: First Trust and JPMorgan. Their fees differ too: 0.65% for FTGU.DE and 0.05% for BBUS.DE.
Find the right allocation for FTGU.DE and BBUS.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer