ISUS.L vs. BBSU.L
ISUS.L (iShares MSCI USA Islamic UCITS ETF USD (Dist)) and BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - ISUS.L tracks the MSCI US Islamic Gross Index in USD (NET) while BBSU.L tracks the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, ISUS.L returned 13.20%/yr vs 12.85%/yr for BBSU.L. Their correlation of 0.90 suggests significant overlap in exposure. ISUS.L charges 0.30%/yr vs 0.05%/yr for BBSU.L.
Performance
ISUS.L vs. BBSU.L - Performance Comparison
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Returns By Period
In the year-to-date period, ISUS.L achieves a 15.18% return, which is significantly higher than BBSU.L's 8.74% return.
ISUS.L
- 1D
- -1.12%
- 1M
- -4.93%
- 6M
- 12.13%
- YTD
- 15.18%
- 1Y
- 26.94%
- 3Y*
- 14.18%
- 5Y*
- 13.20%
- 10Y*
- 11.08%
BBSU.L
- 1D
- -0.93%
- 1M
- -0.85%
- 6M
- 7.25%
- YTD
- 8.74%
- 1Y
- 18.97%
- 3Y*
- 18.22%
- 5Y*
- 12.85%
- 10Y*
- —
ISUS.L vs. BBSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ISUS.L iShares MSCI USA Islamic UCITS ETF USD (Dist) | 15.18% | 8.35% | 11.17% | 18.94% | -1.34% | 31.21% | 3.24% | 5.61% |
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 8.74% | 9.39% | 27.19% | 20.71% | -10.46% | 29.25% | 16.07% | 11.84% |
Correlation
The correlation between ISUS.L and BBSU.L is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2019 | 0.90 |
The correlation between ISUS.L and BBSU.L has been stable across timeframes, ranging from 0.81 to 0.90 - a consistent structural relationship.
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Return for Risk
ISUS.L vs. BBSU.L — Risk / Return Rank
ISUS.L
BBSU.L
ISUS.L vs. BBSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Islamic UCITS ETF USD (Dist) (ISUS.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.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.
| ISUS.L | BBSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.31 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 2.42 | +1.04 |
| Martin ratioReturn relative to average drawdown | 12.15 | 8.25 | +3.89 |
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Drawdowns
ISUS.L vs. BBSU.L - Drawdown Comparison
The maximum ISUS.L drawdown since its inception was -60.74%, which is greater than BBSU.L's maximum drawdown of -25.80%. Use the drawdown chart below to compare losses from any high point for ISUS.L and BBSU.L.
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Drawdown Indicators
| ISUS.L | BBSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.74% | -25.80% | -34.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -7.80% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -23.99% | -21.42% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.99% | -21.42% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -24.48% | — | — |
Current DrawdownCurrent decline from peak | -7.75% | -1.94% | -5.81% |
Average DrawdownAverage peak-to-trough decline | -14.34% | -3.68% | -10.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 2.29% | -0.08% |
Volatility
ISUS.L vs. BBSU.L - Volatility Comparison
iShares MSCI USA Islamic UCITS ETF USD (Dist) (ISUS.L) has a higher volatility of 6.15% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) at 3.22%. This indicates that ISUS.L's price experiences larger fluctuations and is considered to be riskier than BBSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISUS.L | BBSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 3.22% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 7.98% | +3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 11.15% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 14.55% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.59% | 16.05% | -0.46% |
ISUS.L vs. BBSU.L - Expense Ratio Comparison
ISUS.L has a 0.30% expense ratio, which is higher than BBSU.L's 0.05% expense ratio.
Dividends
ISUS.L vs. BBSU.L - Dividend Comparison
ISUS.L's dividend yield for the trailing twelve months is around 0.66%, while BBSU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISUS.L iShares MSCI USA Islamic UCITS ETF USD (Dist) | 0.66% | 0.75% | 0.89% | 1.13% | 1.53% | 1.00% | 1.50% | 1.41% | 1.45% | 1.43% | 1.23% | 1.39% |
Frequently Asked Questions
ISUS.L and BBSU.L have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBSU.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBSU.L is cheaper with a 0.05% expense ratio, compared with 0.30% for ISUS.L.
ISUS.L tracks MSCI US Islamic Gross Index in USD (NET), while BBSU.L tracks Russell 1000 TR USD. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.30% for ISUS.L and 0.05% for BBSU.L.
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