Correlation
The correlation between JIISX and BBUS is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
JIISX vs. BBUS
Compare and contrast key facts about JPMorgan U.S. Sustainable Leaders Fund (JIISX) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
JIISX is managed by JPMorgan Chase. It was launched on Feb 28, 2003. 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: JIISX or BBUS.
Performance
JIISX vs. BBUS - Performance Comparison
Loading data...
Key characteristics
JIISX:
0.56
BBUS:
0.74
JIISX:
0.81
BBUS:
1.05
JIISX:
1.12
BBUS:
1.15
JIISX:
0.49
BBUS:
0.69
JIISX:
1.76
BBUS:
2.61
JIISX:
5.48%
BBUS:
5.03%
JIISX:
20.06%
BBUS:
19.82%
JIISX:
-58.90%
BBUS:
-35.35%
JIISX:
-4.98%
BBUS:
-3.55%
Returns By Period
In the year-to-date period, JIISX achieves a -0.83% return, which is significantly lower than BBUS's 1.04% return.
JIISX
-0.83%
5.64%
-3.92%
10.32%
13.98%
14.76%
11.93%
BBUS
1.04%
5.70%
-1.50%
13.86%
14.52%
15.77%
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.
JIISX vs. BBUS - Expense Ratio Comparison
JIISX has a 0.39% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Risk-Adjusted Performance
JIISX vs. BBUS — Risk-Adjusted Performance Rank
JIISX
BBUS
JIISX vs. BBUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Sustainable Leaders Fund (JIISX) 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.
Loading data...
Dividends
JIISX vs. BBUS - Dividend Comparison
JIISX's dividend yield for the trailing twelve months is around 0.75%, less than BBUS's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIISX JPMorgan U.S. Sustainable Leaders Fund | 0.75% | 0.75% | 0.98% | 1.21% | 3.96% | 1.76% | 7.31% | 9.03% | 6.83% | 1.22% | 1.94% | 0.76% |
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
JIISX vs. BBUS - Drawdown Comparison
The maximum JIISX drawdown since its inception was -58.90%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for JIISX and BBUS.
Loading data...
Volatility
JIISX vs. BBUS - Volatility Comparison
JPMorgan U.S. Sustainable Leaders Fund (JIISX) has a higher volatility of 5.17% compared to JP Morgan Betabuilders U.S. Equity ETF (BBUS) at 4.84%. This indicates that JIISX's price experiences larger fluctuations and is considered to be riskier than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...