MFIG vs. BBUS

Last updated Jun 5, 2026

MFIG (Motley Fool Innovative Growth Factor ETF) and BBUS (JP Morgan Betabuilders U.S. Equity ETF) are both Large Cap Growth Equities funds - MFIG tracks the Motley Fool Innovative Growth Index while BBUS tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Their correlation of 0.85 suggests significant overlap in exposure. MFIG charges 0.50%/yr vs 0.02%/yr for BBUS.

Performance

MFIG vs. BBUS - Performance Comparison

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

Returns By Period

In the year-to-date period, MFIG achieves a 4.46% return, which is significantly lower than BBUS's 11.12% return.

MFIG

• 1D: 0.15%
• 1M: 6.09%
• YTD: 4.46%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: 0.47%
• 1M: 4.82%
• YTD: 11.12%
• 6M: 10.90%
• 1Y: 28.04%
• 3Y*: 22.72%
• 5Y*: 13.53%
• 10Y*: —

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

MFIG vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025
MFIG Motley Fool Innovative Growth Factor ETF	4.46%	-0.21%
BBUS JP Morgan Betabuilders U.S. Equity ETF	11.12%	0.07%

Correlation

The correlation between MFIG and BBUS is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.86

Return for Risk

MFIG vs. BBUS — Risk / Return Rank

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

BBUS

BBUS Risk / Return Rank: 71
BBUS Sharpe Ratio Rank: 74
BBUS Sortino Ratio Rank: 72
BBUS Omega Ratio Rank: 73
BBUS Calmar Ratio Rank: 62
BBUS Martin Ratio Rank: 75

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.

MFIG vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Innovative Growth Factor ETF (MFIG) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MFIG	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.37	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.80	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	0.84	-0.29

Drawdowns

MFIG vs. BBUS - Drawdown Comparison

The maximum MFIG drawdown since its inception was -14.29%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for MFIG and BBUS.

Drawdown Indicators

	MFIG	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-14.29%	-35.35%	+21.06%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.21%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	-2.01%	-0.28%	-1.73%
Average Drawdown Average peak-to-trough decline	-4.61%	-5.45%	+0.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	MFIG	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.84%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.52%	11.87%	+4.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.52%	17.03%	-0.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.52%	19.59%	-3.07%

MFIG vs. BBUS - Expense Ratio Comparison

MFIG has a 0.50% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

MFIG vs. BBUS - Dividend Comparison

MFIG has not paid dividends to shareholders, while BBUS's dividend yield for the trailing twelve months is around 0.98%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BBUS JP Morgan Betabuilders U.S. Equity ETF	0.98%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%
MFIG Motley Fool Innovative Growth Factor ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MFIG and BBUS in my portfolio?

MFIG and BBUS have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFIG or BBUS?

On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MFIG or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.50% for MFIG.

Which ETF pays a higher dividend yield, MFIG or BBUS?

BBUS has the higher dividend yield at 0.98%, compared with 0.00% for MFIG.

What is the main difference between MFIG and BBUS?

MFIG tracks Motley Fool Innovative Growth Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Motley Fool and JPMorgan. Their fees differ too: 0.50% for MFIG and 0.02% for BBUS.