IJH vs. BBUS

Last updated Jun 9, 2026

IJH (iShares Core S&P Mid-Cap ETF) and BBUS (JP Morgan Betabuilders U.S. Equity ETF) are both exchange-traded funds - IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index, while BBUS is a Large Cap Growth Equities fund tracking the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, IJH returned 7.86%/yr vs 13.01%/yr for BBUS. Their correlation of 0.85 suggests significant overlap in exposure. IJH charges 0.05%/yr vs 0.02%/yr for BBUS.

Performance

IJH vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Mid-Cap ETF (IJH) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IJH achieves a 12.55% return, which is significantly higher than BBUS's 8.45% return.

IJH

• 1D: 0.22%
• 1M: 0.16%
• YTD: 12.55%
• 6M: 12.75%
• 1Y: 22.98%
• 3Y*: 15.01%
• 5Y*: 7.86%
• 10Y*: 11.12%

BBUS

• 1D: 0.23%
• 1M: 0.44%
• YTD: 8.45%
• 6M: 8.40%
• 1Y: 24.33%
• 3Y*: 21.53%
• 5Y*: 13.01%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IJH vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IJH iShares Core S&P Mid-Cap ETF	12.55%	7.42%	13.92%	16.40%	-13.11%	24.72%	13.60%	10.33%
BBUS JP Morgan Betabuilders U.S. Equity ETF	8.45%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.53%

Correlation

The correlation between IJH and BBUS 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	0.79
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (All Time) Calculated using the full available price history since Mar 14, 2019	0.85

The correlation between IJH and BBUS has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.

IJH vs. BBUS - Sectors Allocation Comparison

Sectors	IJH	BBUS
Industrials	25.0%	6.9%
Technology	15.7%	39.7%
Financial Services	14.4%	10.5%
Consumer Cyclical	10.7%	9.7%
Healthcare	8.6%	7.9%
Real Estate	7.5%	1.1%
Energy	5.5%	3.0%
Basic Materials	4.8%	0.9%
Consumer Defensive	3.8%	4.0%
Utilities	3.1%	1.9%
Communication Services	1.0%	11.3%

Return for Risk

IJH vs. BBUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IJH

IJH Risk / Return Rank: 52
IJH Sharpe Ratio Rank: 47
IJH Sortino Ratio Rank: 49
IJH Omega Ratio Rank: 46
IJH Calmar Ratio Rank: 58
IJH Martin Ratio Rank: 59

BBUS

BBUS Risk / Return Rank: 67
BBUS Sharpe Ratio Rank: 68
BBUS Sortino Ratio Rank: 66
BBUS Omega Ratio Rank: 68
BBUS Calmar Ratio Rank: 59
BBUS Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IJH vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) 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.

	IJH	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	1.48	2.02	-0.54
Sortino ratio: Return per unit of downside risk	2.17	2.72	-0.55
Omega ratio: Gain probability vs. loss probability	1.26	1.37	-0.10
Calmar ratio: Return relative to maximum drawdown	2.61	2.65	-0.04
Martin ratio: Return relative to average drawdown	9.55	12.09	-2.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IJH vs. BBUS - Sharpe Ratio Comparison

The current IJH Sharpe Ratio is 1.48, which is comparable to the BBUS Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of IJH and BBUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IJH	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.48	2.02	-0.54
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	0.77	-0.37
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.53	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.82	-0.36

Drawdowns

IJH vs. BBUS - Drawdown Comparison

The maximum IJH drawdown since its inception was -55.07%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for IJH and BBUS.

Drawdown Indicators

	IJH	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-55.07%	-35.35%	-19.72%
Max Drawdown (1Y) Largest decline over 1 year	-8.83%	-9.21%	+0.38%
Max Drawdown (3Y) Largest decline over 3 years	-24.10%	-19.01%	-5.09%
Max Drawdown (5Y) Largest decline over 5 years	-24.10%	-25.46%	+1.36%
Max Drawdown (10Y) Largest decline over 10 years	-42.18%	—	—
Current Drawdown Current decline from peak	-1.79%	-2.68%	+0.89%
Average Drawdown Average peak-to-trough decline	-7.57%	-5.45%	-2.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	2.02%	+0.39%

Volatility

IJH vs. BBUS - Volatility Comparison

iShares Core S&P Mid-Cap ETF (IJH) has a higher volatility of 4.17% compared to JP Morgan Betabuilders U.S. Equity ETF (BBUS) at 3.78%. This indicates that IJH's price experiences larger fluctuations and is considered to be riskier than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IJH	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.17%	3.78%	+0.39%
Volatility (6M) Calculated over the trailing 6-month period	11.49%	9.37%	+2.12%
Volatility (1Y) Calculated over the trailing 1-year period	15.64%	12.15%	+3.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.76%	17.07%	+2.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.19%	19.60%	+1.59%

IJH vs. BBUS - Expense Ratio Comparison

IJH has a 0.05% 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%.

Dividends

IJH vs. BBUS - Dividend Comparison

IJH's dividend yield for the trailing twelve months is around 1.20%, more than BBUS's 1.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBUS JP Morgan Betabuilders U.S. Equity ETF	1.00%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%	0.00%	0.00%	0.00%
IJH iShares Core S&P Mid-Cap ETF	1.20%	1.36%	1.33%	1.46%	1.68%	1.18%	1.28%	1.63%	1.72%	1.19%	1.60%	1.56%

Frequently Asked Questions

Can I hold both IJH and BBUS in my portfolio?

IJH and BBUS 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.

Which is riskier, IJH or BBUS?

IJH has higher volatility (4.17%) compared to BBUS (3.78%). In terms of maximum drawdown, IJH dropped -55.07% vs BBUS's -35.35%.

Which ETF is better, IJH or BBUS?

On 5-year performance, BBUS leads with 13.01% vs 7.86% for IJH. On fees, BBUS is cheaper at 0.02% per year. On volatility, BBUS has been the lower-risk option at 3.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IJH or BBUS?

Over the 5-year period, BBUS has performed better with a 13.01% return vs 7.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IJH or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.05% for IJH.

Which ETF pays a higher dividend yield, IJH or BBUS?

IJH has the higher dividend yield at 1.20%, compared with 1.00% for BBUS.

What is the main difference between IJH and BBUS?

IJH is categorized as Mid Cap Blend Equities, while BBUS is Large Cap Growth Equities. IJH tracks S&P MidCap 400 Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.05% for IJH and 0.02% for BBUS.

Which has better risk-adjusted returns?

BBUS currently has the higher Sharpe Ratio (2.02 vs 1.48), 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.