JPTC.L vs. BBDD.L
Compare and contrast key facts about JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPTC.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L).
JPTC.L and BBDD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPTC.L is a passively managed fund by JPMorgan that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 4, 2020. BBDD.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 3, 2019. Both JPTC.L and BBDD.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JPTC.L vs. BBDD.L - Performance Comparison
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Returns By Period
In the year-to-date period, JPTC.L achieves a -3.48% return, which is significantly lower than BBDD.L's -3.02% return.
JPTC.L
- 1D
- 0.08%
- 1M
- -3.17%
- YTD
- -3.48%
- 6M
- -0.65%
- 1Y
- 23.48%
- 3Y*
- 12.70%
- 5Y*
- 10.51%
- 10Y*
- —
BBDD.L
- 1D
- 0.43%
- 1M
- -2.86%
- YTD
- -3.02%
- 6M
- -0.71%
- 1Y
- 25.00%
- 3Y*
- 15.85%
- 5Y*
- 12.24%
- 10Y*
- —
JPTC.L vs. BBDD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JPTC.L JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | -3.48% | 11.44% | 20.36% | 16.17% | -8.74% | 25.32% | 0.92% |
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | -3.02% | 9.41% | 27.20% | 20.72% | -10.45% | 29.23% | 1.27% |
Correlation
The correlation between JPTC.L and BBDD.L is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
JPTC.L vs. BBDD.L - Expense Ratio Comparison
JPTC.L has a 0.19% 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%.
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Return for Risk
JPTC.L vs. BBDD.L — Risk / Return Rank
JPTC.L
BBDD.L
JPTC.L vs. BBDD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPTC.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.
| JPTC.L | BBDD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.96 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.39 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.69 | -0.46 |
Martin ratioReturn relative to average drawdown | 9.30 | 9.34 | -0.03 |
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
| JPTC.L | BBDD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.96 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.84 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.85 | +0.12 |
Drawdowns
JPTC.L vs. BBDD.L - Drawdown Comparison
The maximum JPTC.L drawdown since its inception was -19.17%, smaller than the maximum BBDD.L drawdown of -25.72%. Use the drawdown chart below to compare losses from any high point for JPTC.L and BBDD.L.
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Volatility
JPTC.L vs. BBDD.L - Volatility Comparison
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPTC.L) has a higher volatility of 4.53% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) at 3.63%. This indicates that JPTC.L's price experiences larger fluctuations and is considered to be riskier 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
| JPTC.L | BBDD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.63% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 8.42% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 15.46% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 14.54% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.38% | 16.29% | -0.91% |
Dividends
JPTC.L vs. BBDD.L - Dividend Comparison
JPTC.L has not paid dividends to shareholders, while BBDD.L's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JPTC.L JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 1.24% | 1.12% | 0.99% | 1.31% | 1.44% | 0.94% | 1.46% | 0.79% |