ISDU.L vs. BBUD.L
ISDU.L (iShares MSCI USA Islamic UCITS ETF) and BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) are both Large Cap Blend Equities funds - ISDU.L tracks the MSCI USA Islamic Index while BBUD.L tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, ISDU.L returned 12.53%/yr vs 12.46%/yr for BBUD.L. Their correlation of 0.91 suggests significant overlap in exposure. ISDU.L charges 0.30%/yr vs 0.05%/yr for BBUD.L.
Performance
ISDU.L vs. BBUD.L - Performance Comparison
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Returns By Period
In the year-to-date period, ISDU.L achieves a 14.99% return, which is significantly higher than BBUD.L's 9.91% return.
ISDU.L
- 1D
- -1.35%
- 1M
- -4.71%
- 6M
- 12.48%
- YTD
- 14.99%
- 1Y
- 27.16%
- 3Y*
- 15.09%
- 5Y*
- 12.53%
- 10Y*
- 11.27%
BBUD.L
- 1D
- 0.06%
- 1M
- 0.66%
- 6M
- 8.97%
- YTD
- 9.91%
- 1Y
- 20.68%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
ISDU.L vs. BBUD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ISDU.L iShares MSCI USA Islamic UCITS ETF | 14.99% | 15.85% | 9.35% | 25.84% | -11.90% | 29.59% | 6.85% | 7.06% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 9.91% | 17.41% | 25.12% | 27.64% | -19.95% | 27.63% | 20.16% | 13.29% |
Correlation
The correlation between ISDU.L and BBUD.L is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.91 |
The correlation between ISDU.L and BBUD.L has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.
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Return for Risk
ISDU.L vs. BBUD.L — Risk / Return Rank
ISDU.L
BBUD.L
ISDU.L vs. BBUD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Islamic UCITS ETF (ISDU.L) and JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.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.
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.
| ISDU.L | BBUD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.31 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 2.46 | +1.41 |
| Martin ratioReturn relative to average drawdown | 10.99 | 10.00 | +1.00 |
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Drawdowns
ISDU.L vs. BBUD.L - Drawdown Comparison
The maximum ISDU.L drawdown since its inception was -44.43%, which is greater than BBUD.L's maximum drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for ISDU.L and BBUD.L.
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Drawdown Indicators
| ISDU.L | BBUD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.43% | -34.19% | -10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -6.98% | -8.61% | +1.63% |
Max Drawdown (3Y)Largest decline over 3 years | -21.98% | -19.33% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -21.98% | -25.33% | +3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -33.00% | — | — |
Current DrawdownCurrent decline from peak | -6.98% | -0.66% | -6.32% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -5.30% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.12% | +0.34% |
Volatility
ISDU.L vs. BBUD.L - Volatility Comparison
iShares MSCI USA Islamic UCITS ETF (ISDU.L) has a higher volatility of 6.24% compared to JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) at 3.03%. This indicates that ISDU.L's price experiences larger fluctuations and is considered to be riskier than BBUD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISDU.L | BBUD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 3.03% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.43% | 9.43% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.97% | 12.14% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 16.21% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 17.73% | -1.45% |
ISDU.L vs. BBUD.L - Expense Ratio Comparison
ISDU.L has a 0.30% expense ratio, which is higher than BBUD.L's 0.05% expense ratio.
Dividends
ISDU.L vs. BBUD.L - Dividend Comparison
ISDU.L's dividend yield for the trailing twelve months is around 0.66%, less than BBUD.L's 1.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
ISDU.L iShares MSCI USA Islamic UCITS ETF | 0.66% | 0.39% | 0.90% | 1.10% | 1.52% | 1.01% | 1.39% | 1.37% | 1.49% | 1.38% | 1.34% | 1.43% |
Frequently Asked Questions
ISDU.L and BBUD.L have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUD.L is cheaper with a 0.05% expense ratio, compared with 0.30% for ISDU.L.
ISDU.L tracks MSCI USA Islamic Index, while BBUD.L tracks Morningstar US Target Market Exposure Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.30% for ISDU.L and 0.05% for BBUD.L.
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