Correlation
The correlation between JAGG and BBSA is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
JAGG vs. BBSA
Compare and contrast key facts about JPMorgan U.S. Aggregate Bond ETF (JAGG) and JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA).
JAGG and BBSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JAGG is an actively managed fund by JPMorgan Chase. It was launched on Dec 12, 2018. BBSA is a passively managed fund by JPMorgan Chase that tracks the performance of the Bloomberg Barclays Short-Term US Aggregate Bond 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: JAGG or BBSA.
Performance
JAGG vs. BBSA - Performance Comparison
Loading data...
Key characteristics
Returns By Period
JAGG
2.52%
-0.36%
0.88%
5.44%
1.40%
31.17%
N/A
BBSA
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JAGG vs. BBSA - Expense Ratio Comparison
JAGG has a 0.07% expense ratio, which is higher than BBSA'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%.
Risk-Adjusted Performance
JAGG vs. BBSA — Risk-Adjusted Performance Rank
JAGG
BBSA
JAGG vs. BBSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Aggregate Bond ETF (JAGG) and JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA). 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.
Loading data...
Dividends
JAGG vs. BBSA - Dividend Comparison
JAGG's dividend yield for the trailing twelve months is around 4.24%, while BBSA has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
JAGG JPMorgan U.S. Aggregate Bond ETF | 4.24% | 4.25% | 3.60% | 2.23% | 1.44% | 1.93% | 11.11% | 0.33% |
BBSA JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF | 1.56% | 2.84% | 2.93% | 1.57% | 1.67% | 2.04% | 2.02% | 0.00% |
Drawdowns
JAGG vs. BBSA - Drawdown Comparison
Loading data...
Volatility
JAGG vs. BBSA - Volatility Comparison
Loading data...