JPVA.DE vs. BBUS.DE
JPVA.DE (JPMorgan US Value Active UCITS ETF USD (Acc)) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both exchange-traded funds - JPVA.DE is a Large Cap Value Equities fund actively managed by JPMorgan, while BBUS.DE is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure. JPVA.DE is actively managed, while BBUS.DE is passively managed. Over the past year, JPVA.DE returned 23.55% vs 25.00% for BBUS.DE. A 0.72 correlation means they provide meaningful diversification when combined. JPVA.DE charges 0.50%/yr vs 0.05%/yr for BBUS.DE.
Performance
JPVA.DE vs. BBUS.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JPVA.DE achieves a 9.76% return, which is significantly lower than BBUS.DE's 11.12% return.
JPVA.DE
- 1D
- 0.75%
- 1M
- 2.96%
- YTD
- 9.76%
- 6M
- 9.73%
- 1Y
- 23.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.DE
- 1D
- -0.05%
- 1M
- 4.40%
- YTD
- 11.12%
- 6M
- 10.48%
- 1Y
- 25.00%
- 3Y*
- 18.93%
- 5Y*
- 14.33%
- 10Y*
- —
JPVA.DE vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JPVA.DE JPMorgan US Value Active UCITS ETF USD (Acc) | 9.76% | 1.79% | 20.26% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 26.73% |
Correlation
The correlation between JPVA.DE and BBUS.DE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2024 | 0.72 |
The correlation between JPVA.DE and BBUS.DE has been stable across timeframes, ranging from 0.71 to 0.72 - a consistent structural relationship.
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
JPVA.DE vs. BBUS.DE — Risk / Return Rank
JPVA.DE
BBUS.DE
JPVA.DE vs. BBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Value Active UCITS ETF USD (Acc) (JPVA.DE) 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.
| JPVA.DE | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.40 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.58 | 3.38 | +1.20 |
| Martin ratioReturn relative to average drawdown | 14.35 | 11.81 | +2.54 |
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
| JPVA.DE | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.14 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.88 | +0.07 |
Drawdowns
JPVA.DE vs. BBUS.DE - Drawdown Comparison
The maximum JPVA.DE drawdown since its inception was -21.80%, smaller than the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for JPVA.DE and BBUS.DE.
Loading charts...
Drawdown Indicators
| JPVA.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.80% | -34.09% | +12.29% |
Max Drawdown (1Y)Largest decline over 1 year | -5.03% | -7.38% | +2.35% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.46% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.46% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.37% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -4.79% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 2.12% | -0.51% |
Volatility
JPVA.DE vs. BBUS.DE - Volatility Comparison
The current volatility for JPMorgan US Value Active UCITS ETF USD (Acc) (JPVA.DE) is 2.22%, while JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) has a volatility of 2.68%. This indicates that JPVA.DE 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
| JPVA.DE | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 2.68% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.25% | 7.68% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.18% | 11.64% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.96% | 15.34% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.96% | 17.18% | -3.22% |
JPVA.DE vs. BBUS.DE - Expense Ratio Comparison
JPVA.DE has a 0.50% expense ratio, which is higher than BBUS.DE's 0.05% expense ratio.
Dividends
JPVA.DE vs. BBUS.DE - Dividend Comparison
Neither JPVA.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
JPVA.DE and BBUS.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.DE is cheaper with a 0.05% expense ratio, compared with 0.50% for JPVA.DE.
JPVA.DE is categorized as Large Cap Value Equities, while BBUS.DE is Large Cap Blend Equities. Their fees differ too: 0.50% for JPVA.DE and 0.05% for BBUS.DE.
Find the right allocation for JPVA.DE 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