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QFRD vs. BBUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QFRD vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer S&P 500 Quality FCF R&D Leaders ETF (QFRD) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


QFRD

1D
-0.53%
1M
3.98%
6M
YTD
1Y
3Y*
5Y*
10Y*

BBUS

1D
0.41%
1M
2.60%
6M
9.01%
YTD
10.93%
1Y
21.91%
3Y*
21.04%
5Y*
12.69%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QFRD vs. BBUS - Yearly Performance Comparison


Correlation

The correlation between QFRD and BBUS is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jan 13, 2026

0.80

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Return for Risk

QFRD vs. BBUS — Risk / Return Rank

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

QFRD

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


BBUS
BBUS Risk / Return Rank: 6464
Overall Rank
BBUS Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BBUS Sortino Ratio Rank: 6464
Sortino Ratio Rank
BBUS Omega Ratio Rank: 6565
Omega Ratio Rank
BBUS Calmar Ratio Rank: 5858
Calmar Ratio Rank
BBUS Martin Ratio Rank: 6969
Martin Ratio Rank
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.

QFRD vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer S&P 500 Quality FCF R&D Leaders ETF (QFRD) 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.


QFRDBBUSDifference
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

QFRD vs. BBUS - Sharpe Ratio Comparison


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Drawdowns

QFRD vs. BBUS - Drawdown Comparison

The maximum QFRD drawdown since its inception was -9.69%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for QFRD and BBUS.


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Drawdown Indicators


QFRDBBUSDifference

Max Drawdown

Largest peak-to-trough decline

-9.69%

-35.35%

+25.66%

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

-2.81%

-0.45%

-2.36%

Average Drawdown

Average peak-to-trough decline

-3.34%

-5.41%

+2.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

Volatility

QFRD vs. BBUS - Volatility Comparison


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Volatility by Period


QFRDBBUSDifference

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

19.74%

12.55%

+7.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.74%

17.14%

+2.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.74%

19.54%

+0.20%

QFRD vs. BBUS - Expense Ratio Comparison

QFRD has a 0.49% expense ratio, which is higher than BBUS's 0.02% expense ratio.


Dividends

QFRD vs. BBUS - Dividend Comparison

QFRD's dividend yield for the trailing twelve months is around 0.11%, less than BBUS's 1.00% yield.


PositionTTM2025202420232022202120202019
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
1.00%1.07%1.21%1.38%1.57%1.11%1.43%1.37%
QFRD
Pacer S&P 500 Quality FCF R&D Leaders ETF
0.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


QFRD and BBUS have a correlation of 0.80, 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 0.49% for QFRD.

BBUS has the higher dividend yield at 1.00%, compared with 0.11% for QFRD.

QFRD is categorized as Large Cap Growth Equities, while BBUS is Large Cap Blend Equities. QFRD tracks S&P 500 Quality FCF R&D Leaders Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Pacer and JPMorgan. Their fees differ too: 0.49% for QFRD and 0.02% for BBUS.

Portfolio Optimizer

Find the right allocation for QFRD and BBUS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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