JPEQ.AX vs. BBUS.DE
JPEQ.AX (JPMorgan US 100Q Equity Premium Income Active ETF) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both exchange-traded funds - JPEQ.AX is a Derivative Income fund actively managed by JPMorgan, while BBUS.DE is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure. JPEQ.AX is actively managed, while BBUS.DE is passively managed. Over the past 3 years, JPEQ.AX returned 15.67%/yr vs 19.30%/yr for BBUS.DE. At a 0.28 correlation, their price movements are largely independent.
Performance
JPEQ.AX vs. BBUS.DE - Performance Comparison
Loading charts...
Different Trading Currencies
JPEQ.AX is traded in AUD, while BBUS.DE is traded in EUR. To make them comparable, the BBUS.DE values have been converted to AUD using the latest available exchange rates.
Returns By Period
In the year-to-date period, JPEQ.AX achieves a 1.25% return, which is significantly lower than BBUS.DE's 3.46% return.
JPEQ.AX
- 1D
- 0.03%
- 1M
- 4.55%
- YTD
- 1.25%
- 6M
- 1.22%
- 1Y
- 14.54%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
BBUS.DE
- 1D
- 0.37%
- 1M
- 5.65%
- YTD
- 3.46%
- 6M
- 2.99%
- 1Y
- 16.12%
- 3Y*
- 19.30%
- 5Y*
- 15.22%
- 10Y*
- —
JPEQ.AX vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JPEQ.AX JPMorgan US 100Q Equity Premium Income Active ETF | 1.25% | 4.62% | 36.45% | 10.03% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 3.46% | 9.83% | 36.51% | 12.40% |
Correlation
The correlation between JPEQ.AX and BBUS.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since May 24, 2023 | 0.28 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JPEQ.AX vs. BBUS.DE — Risk / Return Rank
JPEQ.AX
BBUS.DE
JPEQ.AX vs. BBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE). 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.
| JPEQ.AX | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.45 | +0.05 |
| Martin ratioReturn relative to average drawdown | 4.05 | 3.88 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| JPEQ.AX | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.49 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.99 | +0.11 |
Drawdowns
JPEQ.AX vs. BBUS.DE - Drawdown Comparison
The maximum JPEQ.AX drawdown since its inception was -18.42%, smaller than the maximum BBUS.DE drawdown of -25.00%. Use the drawdown chart below to compare losses from any high point for JPEQ.AX and BBUS.DE.
Loading charts...
Drawdown Indicators
| JPEQ.AX | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.42% | -25.00% | +6.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.59% | -11.05% | +1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -18.42% | -18.20% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.68% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.03% | -4.54% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 4.15% | -0.58% |
Volatility
JPEQ.AX vs. BBUS.DE - Volatility Comparison
The current volatility for JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX) is 1.55%, while JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) has a volatility of 2.56%. This indicates that JPEQ.AX experiences smaller price fluctuations and is considered to be less risky than BBUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JPEQ.AX | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 2.56% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.37% | 7.20% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.96% | 10.76% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.04% | 14.82% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.04% | 16.01% | -0.97% |
Dividends
JPEQ.AX vs. BBUS.DE - Dividend Comparison
JPEQ.AX's dividend yield for the trailing twelve months is around 8.92%, while BBUS.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
JPEQ.AX JPMorgan US 100Q Equity Premium Income Active ETF | 8.92% | 9.00% | 7.40% | 4.88% |
Frequently Asked Questions
JPEQ.AX and BBUS.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPEQ.AX is categorized as Derivative Income, while BBUS.DE is Large Cap Blend Equities.
Find the right allocation for JPEQ.AX and BBUS.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer