JPIE vs. BBUS

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan Income ETF (JPIE) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).

JPIE and BBUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021. BBUS is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019.

Performance

JPIE vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Income ETF (JPIE) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

JPIE vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
JPIE JPMorgan Income ETF	0.51%	7.39%	6.32%	7.07%	-6.13%	0.30%
BBUS JP Morgan Betabuilders U.S. Equity ETF	-4.04%	17.77%	24.89%	27.20%	-19.46%	2.48%

Returns By Period

In the year-to-date period, JPIE achieves a 0.51% return, which is significantly higher than BBUS's -4.04% return.

JPIE

• 1D: 0.10%
• 1M: -0.44%
• YTD: 0.51%
• 6M: 2.07%
• 1Y: 5.77%
• 3Y*: 6.27%
• 5Y*: —
• 10Y*: —

BBUS

• 1D: 0.73%
• 1M: -4.30%
• YTD: -4.04%
• 6M: -2.01%
• 1Y: 17.87%
• 3Y*: 18.60%
• 5Y*: 11.41%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JPIE vs. BBUS - Expense Ratio Comparison

JPIE has a 0.41% expense ratio, which is higher than BBUS's 0.02% expense ratio.

JPIE

JPMorgan Income ETF

BBUS

JP Morgan Betabuilders U.S. Equity ETF

Return for Risk

JPIE vs. BBUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPIE

JPIE Risk / Return Rank: 96
JPIE Sharpe Ratio Rank: 97
JPIE Sortino Ratio Rank: 97
JPIE Omega Ratio Rank: 98
JPIE Calmar Ratio Rank: 92
JPIE Martin Ratio Rank: 97

BBUS

BBUS Risk / Return Rank: 58
BBUS Sharpe Ratio Rank: 53
BBUS Sortino Ratio Rank: 55
BBUS Omega Ratio Rank: 59
BBUS Calmar Ratio Rank: 56
BBUS Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPIE vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income ETF (JPIE) 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.

	JPIE	BBUS	Difference
Sharpe ratio Return per unit of total volatility	2.74	0.98	+1.76
Sortino ratio Return per unit of downside risk	3.66	1.50	+2.16
Omega ratio Gain probability vs. loss probability	1.69	1.23	+0.47
Calmar ratio Return relative to maximum drawdown	3.41	1.51	+1.90
Martin ratio Return relative to average drawdown	18.78	7.01	+11.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JPIE vs. BBUS - Sharpe Ratio Comparison

The current JPIE Sharpe Ratio is 2.74, which is higher than the BBUS Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of JPIE and BBUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	JPIE	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.74	0.98	+1.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.95	0.73	+0.21

Correlation

The correlation between JPIE and BBUS is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

JPIE vs. BBUS - Dividend Comparison

JPIE's dividend yield for the trailing twelve months is around 5.65%, more than BBUS's 1.13% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
JPIE JPMorgan Income ETF	5.65%	5.65%	6.11%	5.70%	4.49%	0.63%	0.00%	0.00%
BBUS JP Morgan Betabuilders U.S. Equity ETF	1.13%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%

Drawdowns

JPIE vs. BBUS - Drawdown Comparison

The maximum JPIE drawdown since its inception was -9.96%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for JPIE and BBUS.

Drawdown Indicators

	JPIE	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-9.96%	-35.35%	+25.39%
Max Drawdown (1Y) Largest decline over 1 year	-1.72%	-12.12%	+10.40%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	-0.53%	-5.86%	+5.33%
Average Drawdown Average peak-to-trough decline	-2.17%	-5.57%	+3.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.31%	2.61%	-2.30%

Volatility

JPIE vs. BBUS - Volatility Comparison

The current volatility for JPMorgan Income ETF (JPIE) is 0.87%, while JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a volatility of 5.39%. This indicates that JPIE experiences smaller price fluctuations and is considered to be less risky than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JPIE	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.87%	5.39%	-4.52%
Volatility (6M) Calculated over the trailing 6-month period	1.09%	9.54%	-8.45%
Volatility (1Y) Calculated over the trailing 1-year period	2.11%	18.33%	-16.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.57%	17.04%	-13.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.57%	19.75%	-16.18%