Correlation
The correlation between IJPIX and BBUS is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
IJPIX vs. BBUS
Compare and contrast key facts about VY JPMorgan Emerging Markets Equity Portfolio (IJPIX) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
IJPIX is managed by Voya. It was launched on Feb 17, 1998. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJPIX or BBUS.
Performance
IJPIX vs. BBUS - Performance Comparison
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Key characteristics
IJPIX:
0.53
BBUS:
0.74
IJPIX:
0.70
BBUS:
1.05
IJPIX:
1.09
BBUS:
1.15
IJPIX:
0.18
BBUS:
0.69
IJPIX:
1.46
BBUS:
2.61
IJPIX:
5.17%
BBUS:
5.03%
IJPIX:
18.54%
BBUS:
19.82%
IJPIX:
-64.21%
BBUS:
-35.35%
IJPIX:
-29.98%
BBUS:
-3.55%
Returns By Period
In the year-to-date period, IJPIX achieves a 10.58% return, which is significantly higher than BBUS's 1.04% return.
IJPIX
10.58%
5.18%
9.52%
10.98%
4.08%
4.07%
4.76%
BBUS
1.04%
5.70%
-1.50%
13.86%
14.52%
15.77%
N/A
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IJPIX vs. BBUS - Expense Ratio Comparison
IJPIX has a 1.51% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Risk-Adjusted Performance
IJPIX vs. BBUS — Risk-Adjusted Performance Rank
IJPIX
BBUS
IJPIX vs. BBUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY JPMorgan Emerging Markets Equity Portfolio (IJPIX) 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.
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Dividends
IJPIX vs. BBUS - Dividend Comparison
IJPIX's dividend yield for the trailing twelve months is around 0.74%, less than BBUS's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJPIX VY JPMorgan Emerging Markets Equity Portfolio | 0.74% | 0.82% | 1.67% | 42.85% | 8.66% | 5.75% | 5.37% | 0.65% | 0.40% | 1.15% | 9.47% | 11.98% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.23% | 1.21% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IJPIX vs. BBUS - Drawdown Comparison
The maximum IJPIX drawdown since its inception was -64.21%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for IJPIX and BBUS.
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Volatility
IJPIX vs. BBUS - Volatility Comparison
The current volatility for VY JPMorgan Emerging Markets Equity Portfolio (IJPIX) is 4.21%, while JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a volatility of 4.84%. This indicates that IJPIX 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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