JURE.L vs. BBSU.L
JURE.L (JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc)) and BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds from JPMorgan tracking the Russell 1000 TR USD. Both are passively managed. Over the past 5 years, JURE.L returned 14.89%/yr vs 14.50%/yr for BBSU.L. With a 0.99 correlation, they move nearly in lockstep. JURE.L charges 0.20%/yr vs 0.05%/yr for BBSU.L.
Performance
JURE.L vs. BBSU.L - Performance Comparison
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Returns By Period
In the year-to-date period, JURE.L achieves a 9.76% return, which is significantly lower than BBSU.L's 10.31% return.
JURE.L
- 1D
- 0.00%
- 1M
- 4.89%
- YTD
- 9.76%
- 6M
- 9.91%
- 1Y
- 28.08%
- 3Y*
- 18.48%
- 5Y*
- 14.89%
- 10Y*
- —
BBSU.L
- 1D
- 0.07%
- 1M
- 5.58%
- YTD
- 10.31%
- 6M
- 10.11%
- 1Y
- 28.62%
- 3Y*
- 19.09%
- 5Y*
- 14.50%
- 10Y*
- —
JURE.L vs. BBSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JURE.L JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) | 9.76% | 8.38% | 27.17% | 21.34% | -9.44% | 32.51% | 15.58% | 12.30% |
BBSU.L JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 10.31% | 9.39% | 27.19% | 20.71% | -10.46% | 29.25% | 16.07% | 11.91% |
Correlation
The correlation between JURE.L and BBSU.L is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2019 | 0.99 |
The correlation between JURE.L and BBSU.L has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
JURE.L vs. BBSU.L - Sectors Allocation Comparison
Sectors
JURE.L
BBSU.L
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic Materials
Technology
JURE.L
BBSU.L
Financial Services
JURE.L
BBSU.L
Communication Services
JURE.L
BBSU.L
Consumer Cyclical
JURE.L
BBSU.L
Healthcare
JURE.L
BBSU.L
Industrials
JURE.L
BBSU.L
Consumer Defensive
JURE.L
BBSU.L
Energy
JURE.L
BBSU.L
Utilities
JURE.L
BBSU.L
Real Estate
JURE.L
BBSU.L
Basic Materials
JURE.L
BBSU.L
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Return for Risk
JURE.L vs. BBSU.L — Risk / Return Rank
JURE.L
BBSU.L
JURE.L vs. BBSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.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.
| JURE.L | BBSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.50 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.99 | 3.65 | +0.34 |
| Martin ratioReturn relative to average drawdown | 15.08 | 12.74 | +2.34 |
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
| JURE.L | BBSU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 2.70 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 1.00 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.96 | -0.01 |
Drawdowns
JURE.L vs. BBSU.L - Drawdown Comparison
The maximum JURE.L drawdown since its inception was -26.13%, roughly equal to the maximum BBSU.L drawdown of -25.80%. Use the drawdown chart below to compare losses from any high point for JURE.L and BBSU.L.
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Drawdown Indicators
| JURE.L | BBSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.13% | -25.80% | -0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.00% | -7.80% | +0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -21.50% | -21.42% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -21.50% | -21.42% | -0.08% |
Current DrawdownCurrent decline from peak | -0.26% | -0.17% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -3.72% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.24% | -0.38% |
Volatility
JURE.L vs. BBSU.L - Volatility Comparison
JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) have volatilities of 2.59% and 2.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JURE.L | BBSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 2.64% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.03% | 7.21% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.38% | 10.54% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 14.45% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 16.10% | +0.29% |
JURE.L vs. BBSU.L - Expense Ratio Comparison
JURE.L has a 0.20% expense ratio, which is higher than BBSU.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%.
Dividends
JURE.L vs. BBSU.L - Dividend Comparison
Neither JURE.L nor BBSU.L has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.99, JURE.L and BBSU.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BBSU.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBSU.L is cheaper with a 0.05% expense ratio, compared with 0.20% for JURE.L.
Both ETFs track Russell 1000 TR USD. Their fees differ too: 0.20% for JURE.L and 0.05% for BBSU.L.
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