PFOE vs. BBUS
PFOE (Pathfinder Focused Opportunities ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both exchange-traded funds - PFOE is a Large Cap Growth Equities fund actively managed by Pathfinder, while BBUS is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index. PFOE is actively managed, while BBUS is passively managed. Their 0.73 correlation means they have sometimes moved together and sometimes differently. PFOE charges 0.59%/yr vs 0.02%/yr for BBUS.
Performance
PFOE vs. BBUS - Performance Comparison
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Returns By Period
In the year-to-date period, PFOE achieves a -9.13% return, which is significantly lower than BBUS's 9.70% return.
PFOE
- 1D
- -1.13%
- 1M
- -3.20%
- 6M
- -10.62%
- YTD
- -9.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BBUS
- 1D
- 0.73%
- 1M
- 0.21%
- 6M
- 8.38%
- YTD
- 9.70%
- 1Y
- 20.80%
- 3Y*
- 19.31%
- 5Y*
- 12.29%
- 10Y*
- —
- ALL TIME*
- 15.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $26.56M | $23.62M | $29.53M | |
| $315.87K | $800.41K | $1.21M |
PFOE vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PFOE Pathfinder Focused Opportunities ETF | -9.13% | -1.29% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 9.70% | -0.72% |
Correlation
The correlation between PFOE and BBUS is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 31, 2025 | 0.73 |
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Return for Risk
PFOE vs. BBUS — Risk / Return Rank
PFOE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS
PFOE vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pathfinder Focused Opportunities ETF (PFOE) 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.
| PFOE | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.05 | — |
| Martin ratioReturn relative to average drawdown | — | 8.63 | — |
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Drawdowns
PFOE vs. BBUS - Drawdown Comparison
The maximum PFOE drawdown since its inception was -18.19%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for PFOE and BBUS.
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Drawdown Indicators
| PFOE | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.19% | -35.35% | +17.16% |
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 | -13.94% | -1.55% | -12.39% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -5.38% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.19% | — |
Volatility
PFOE vs. BBUS - Volatility Comparison
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Volatility by Period
| PFOE | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.54% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.14% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 12.89% | +5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 17.15% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.46% | 19.50% | -1.04% |
PFOE vs. BBUS - Expense Ratio Comparison
PFOE has a 0.59% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
PFOE vs. BBUS - Dividend Comparison
PFOE's dividend yield for the trailing twelve months is around 0.22%, less than BBUS's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.01% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
PFOE Pathfinder Focused Opportunities ETF | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PFOE and BBUS have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 PFOE.
BBUS has the higher dividend yield at 1.01%, compared with 0.22% for PFOE.
PFOE is categorized as Large Cap Growth Equities, while BBUS is Large Cap Blend Equities. They also come from different issuers: Pathfinder and JPMorgan. Their fees differ too: 0.59% for PFOE and 0.02% for BBUS.
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