MWOJ.DE vs. BBUS.DE
MWOJ.DE (Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - MWOJ.DE tracks the MSCI USA Select ESG Rating and Trend Leaders while BBUS.DE tracks the Morningstar US Target Market Exposure. Both are passively managed. Over the past 3 years, MWOJ.DE returned 18.57%/yr vs 18.93%/yr for BBUS.DE. Their correlation of 0.93 suggests significant overlap in exposure. MWOJ.DE charges 0.10%/yr vs 0.05%/yr for BBUS.DE.
Performance
MWOJ.DE vs. BBUS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, MWOJ.DE achieves a 9.96% return, which is significantly lower than BBUS.DE's 11.12% return.
MWOJ.DE
- 1D
- 0.72%
- 1M
- 3.96%
- YTD
- 9.96%
- 6M
- 10.02%
- 1Y
- 23.95%
- 3Y*
- 18.57%
- 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*
- —
MWOJ.DE vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MWOJ.DE Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc | 9.96% | 4.55% | 31.40% | 25.52% | -6.87% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 32.23% | 23.40% | -7.27% |
Correlation
The correlation between MWOJ.DE and BBUS.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2022 | 0.93 |
The correlation between MWOJ.DE and BBUS.DE has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.
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Return for Risk
MWOJ.DE vs. BBUS.DE — Risk / Return Rank
MWOJ.DE
BBUS.DE
MWOJ.DE vs. BBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc (MWOJ.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.
| MWOJ.DE | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 3.38 | -2.18 |
| Martin ratioReturn relative to average drawdown | 2.31 | 11.81 | -9.49 |
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
| MWOJ.DE | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.14 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.88 | +0.04 |
Drawdowns
MWOJ.DE vs. BBUS.DE - Drawdown Comparison
The maximum MWOJ.DE drawdown since its inception was -24.58%, smaller than the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for MWOJ.DE and BBUS.DE.
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Drawdown Indicators
| MWOJ.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.58% | -34.09% | +9.51% |
Max Drawdown (1Y)Largest decline over 1 year | -20.06% | -7.38% | -12.68% |
Max Drawdown (3Y)Largest decline over 3 years | -24.58% | -23.46% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.46% | — |
Current DrawdownCurrent decline from peak | -4.53% | -0.37% | -4.16% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -4.79% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.40% | 2.12% | +8.28% |
Volatility
MWOJ.DE vs. BBUS.DE - Volatility Comparison
Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc (MWOJ.DE) has a higher volatility of 3.32% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 2.68%. This indicates that MWOJ.DE's price experiences larger fluctuations and is considered to be riskier than BBUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWOJ.DE | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.68% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 7.68% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.12% | 11.64% | +13.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 15.34% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.34% | 17.18% | +2.16% |
MWOJ.DE vs. BBUS.DE - Expense Ratio Comparison
MWOJ.DE has a 0.10% expense ratio, which is higher than BBUS.DE'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
MWOJ.DE vs. BBUS.DE - Dividend Comparison
Neither MWOJ.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.93, MWOJ.DE and BBUS.DE 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, 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 0.10% for MWOJ.DE.
MWOJ.DE tracks MSCI USA Select ESG Rating and Trend Leaders, while BBUS.DE tracks Morningstar US Target Market Exposure. They also come from different issuers: Amundi and JPMorgan. Their fees differ too: 0.10% for MWOJ.DE and 0.05% for BBUS.DE.
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