PFDE vs. BBUS
PFDE (Pathfinder Disciplined U.S. Equity ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds. PFDE is actively managed, while BBUS is passively managed. With a 0.96 correlation, they move nearly in lockstep. PFDE charges 0.59%/yr vs 0.02%/yr for BBUS.
Performance
PFDE vs. BBUS - Performance Comparison
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Returns By Period
In the year-to-date period, PFDE achieves a 13.09% return, which is significantly higher than BBUS's 10.93% return.
PFDE
- 1D
- 0.56%
- 1M
- 2.90%
- 6M
- 11.47%
- YTD
- 13.09%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS
- 1D
- 0.41%
- 1M
- 2.12%
- 6M
- 9.01%
- YTD
- 10.93%
- 1Y
- 21.91%
- 3Y*
- 21.04%
- 5Y*
- 12.69%
- 10Y*
- —
PFDE vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PFDE Pathfinder Disciplined U.S. Equity ETF | 13.09% | -0.91% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 10.93% | -0.72% |
Correlation
The correlation between PFDE and BBUS is 0.96 - 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 (All Time) Calculated using the full available price history since Dec 31, 2025 | 0.96 |
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Return for Risk
PFDE vs. BBUS — Risk / Return Rank
PFDE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS
PFDE vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pathfinder Disciplined U.S. Equity ETF (PFDE) and JPMorgan 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFDE | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.34 | — |
| Martin ratioReturn relative to average drawdown | — | 10.10 | — |
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Drawdowns
PFDE vs. BBUS - Drawdown Comparison
The maximum PFDE drawdown since its inception was -10.37%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for PFDE and BBUS.
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Drawdown Indicators
| PFDE | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.37% | -35.35% | +24.98% |
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 DrawdownCurrent decline from peak | -0.39% | -0.45% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -5.41% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.13% | — |
Volatility
PFDE vs. BBUS - Volatility Comparison
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Volatility by Period
| PFDE | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.39% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 12.55% | +3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.41% | 17.14% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 19.54% | -3.13% |
PFDE vs. BBUS - Expense Ratio Comparison
PFDE has a 0.59% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
PFDE vs. BBUS - Dividend Comparison
PFDE's dividend yield for the trailing twelve months is around 0.18%, less than BBUS's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.00% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
PFDE Pathfinder Disciplined U.S. Equity ETF | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.96, PFDE and BBUS 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 is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS is cheaper with a 0.02% expense ratio, compared with 0.59% for PFDE.
BBUS has the higher dividend yield at 1.00%, compared with 0.18% for PFDE.
They also come from different issuers: Pathfinder and JPMorgan. Their fees differ too: 0.59% for PFDE and 0.02% for BBUS.
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