J13U.L vs. BBDD.L
J13U.L (JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc)) and BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) are both exchange-traded funds - J13U.L is a Government Bonds fund tracking the J.P. Morgan Government Bond US 1-3 Index, while BBDD.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, J13U.L returned 2.87%/yr vs 14.50%/yr for BBDD.L. At a 0.11 correlation, their price movements are largely independent. J13U.L charges 0.07%/yr vs 0.05%/yr for BBDD.L.
Performance
J13U.L vs. BBDD.L - Performance Comparison
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Different Trading Currencies
J13U.L is traded in GBP, while BBDD.L is traded in GBp. To make them comparable, the BBDD.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, J13U.L achieves a 0.63% return, which is significantly lower than BBDD.L's 10.30% return.
J13U.L
- 1D
- 0.08%
- 1M
- 1.09%
- YTD
- 0.63%
- 6M
- 0.21%
- 1Y
- 4.33%
- 3Y*
- 1.44%
- 5Y*
- 2.87%
- 10Y*
- —
BBDD.L
- 1D
- 0.06%
- 1M
- 5.57%
- YTD
- 10.30%
- 6M
- 10.10%
- 1Y
- 28.61%
- 3Y*
- 19.09%
- 5Y*
- 14.50%
- 10Y*
- —
J13U.L vs. BBDD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
J13U.L JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) | 0.63% | -1.99% | 5.72% | -1.65% | 7.69% | 0.64% | -0.32% | 1.70% |
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 10.30% | 9.41% | 27.20% | 20.72% | -10.45% | 29.23% | 16.11% | 11.88% |
Correlation
The correlation between J13U.L and BBDD.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2019 | 0.11 |
The correlation between J13U.L and BBDD.L shifts across timeframes, from 0.07 (5 years) to 0.17 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
J13U.L vs. BBDD.L — Risk / Return Rank
J13U.L
BBDD.L
J13U.L vs. BBDD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) (J13U.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.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.
| J13U.L | BBDD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.50 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 3.66 | -2.70 |
| Martin ratioReturn relative to average drawdown | 2.40 | 12.78 | -10.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| J13U.L | BBDD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.69 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 1.00 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.96 | -0.71 |
Drawdowns
J13U.L vs. BBDD.L - Drawdown Comparison
The maximum J13U.L drawdown since its inception was -18.81%, smaller than the maximum BBDD.L drawdown of -25.72%. Use the drawdown chart below to compare losses from any high point for J13U.L and BBDD.L.
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Drawdown Indicators
| J13U.L | BBDD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.81% | -25.72% | +6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -7.78% | +3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -8.92% | -21.41% | +12.49% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -21.41% | +5.11% |
Current DrawdownCurrent decline from peak | -7.77% | -0.16% | -7.61% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -3.72% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.23% | -0.43% |
Volatility
J13U.L vs. BBDD.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) (J13U.L) is 1.72%, while JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) has a volatility of 2.63%. This indicates that J13U.L experiences smaller price fluctuations and is considered to be less risky than BBDD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| J13U.L | BBDD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 2.63% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 4.51% | 7.24% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 10.57% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.06% | 14.47% | -6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 16.17% | -7.60% |
J13U.L vs. BBDD.L - Expense Ratio Comparison
J13U.L has a 0.07% expense ratio, which is higher than BBDD.L's 0.05% 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
J13U.L vs. BBDD.L - Dividend Comparison
J13U.L has not paid dividends to shareholders, while BBDD.L's dividend yield for the trailing twelve months is around 0.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.99% | 1.12% | 0.99% | 1.31% | 1.44% | 0.94% | 1.46% | 0.79% | 0.00% |
J13U.L JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.18% |
Frequently Asked Questions
J13U.L and BBDD.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBDD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBDD.L is cheaper with a 0.05% expense ratio, compared with 0.07% for J13U.L.
J13U.L is categorized as Government Bonds, while BBDD.L is Large Cap Blend Equities. J13U.L tracks J.P. Morgan Government Bond US 1-3 Index, while BBDD.L tracks Russell 1000 TR USD. Their fees differ too: 0.07% for J13U.L and 0.05% for BBDD.L.
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