MFMO vs. BBUS

Last updated Jun 4, 2026

MFMO (Motley Fool Momentum Factor ETF) and BBUS (JP Morgan Betabuilders U.S. Equity ETF) are both exchange-traded funds - MFMO is a Momentum fund actively managed by Motley Fool, while BBUS is a Large Cap Growth Equities fund tracking the Morningstar US Target Market Exposure Index. MFMO is actively managed, while BBUS is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. MFMO charges 0.50%/yr vs 0.02%/yr for BBUS.

Performance

MFMO vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Momentum Factor ETF (MFMO) 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, MFMO achieves a 25.49% return, which is significantly higher than BBUS's 10.60% return.

MFMO

• 1D: 0.71%
• 1M: 11.78%
• YTD: 25.49%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: -0.74%
• 1M: 5.12%
• YTD: 10.60%
• 6M: 10.47%
• 1Y: 27.47%
• 3Y*: 22.46%
• 5Y*: 13.43%
• 10Y*: —

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

MFMO vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025
MFMO Motley Fool Momentum Factor ETF	25.49%	-1.90%
BBUS JP Morgan Betabuilders U.S. Equity ETF	10.60%	0.07%

Correlation

The correlation between MFMO 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	0.85

Return for Risk

MFMO 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: 68
BBUS Sharpe Ratio Rank: 70
BBUS Sortino Ratio Rank: 68
BBUS Omega Ratio Rank: 68
BBUS Calmar Ratio Rank: 60
BBUS Martin Ratio Rank: 72

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.

MFMO vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Momentum Factor ETF (MFMO) 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

	MFMO	BBUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.33	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.24	0.84	+1.41

Drawdowns

MFMO vs. BBUS - Drawdown Comparison

The maximum MFMO drawdown since its inception was -12.05%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for MFMO and BBUS.

Drawdown Indicators

	MFMO	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-12.05%	-35.35%	+23.30%
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	0.00%	-0.74%	+0.74%
Average Drawdown Average peak-to-trough decline	-2.42%	-5.46%	+3.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	MFMO	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.88%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.50%	11.87%	+12.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.50%	17.03%	+7.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.50%	19.59%	+4.91%

MFMO vs. BBUS - Expense Ratio Comparison

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

Dividends

MFMO vs. BBUS - Dividend Comparison

MFMO 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%
MFMO Motley Fool Momentum 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 MFMO and BBUS in my portfolio?

MFMO 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, MFMO 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, MFMO or BBUS?

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

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

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

What is the main difference between MFMO and BBUS?

MFMO is categorized as Momentum, while BBUS is Large Cap Growth Equities. They also come from different issuers: Motley Fool and JPMorgan. Their fees differ too: 0.50% for MFMO and 0.02% for BBUS.