RNDV vs. BBUS

Last updated Jun 25, 2026

RNDV (US Equity Dividend Select ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds - RNDV tracks the Nasdaq Riskalyze US Large Cap Select Dividend Index while BBUS tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, RNDV returned 9.20%/yr vs 12.46%/yr for BBUS. A 0.70 correlation means they provide meaningful diversification when combined. RNDV charges 0.50%/yr vs 0.02%/yr for BBUS.

Performance

RNDV vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Equity Dividend Select ETF (RNDV) and JPMorgan 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, RNDV achieves a 13.07% return, which is significantly higher than BBUS's 7.68% return.

RNDV

• 1D: -0.23%
• 1M: -0.35%
• YTD: 13.07%
• 6M: 11.78%
• 1Y: 23.89%
• 3Y*: 16.03%
• 5Y*: 9.20%
• 10Y*: —

BBUS

• 1D: -0.15%
• 1M: -1.43%
• YTD: 7.68%
• 6M: 6.38%
• 1Y: 21.54%
• 3Y*: 20.74%
• 5Y*: 12.46%
• 10Y*: —

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

RNDV vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
RNDV US Equity Dividend Select ETF	13.07%	14.27%	11.05%	9.77%	-7.55%	28.99%	5.51%	14.59%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	7.68%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.26%

Correlation

The correlation between RNDV and BBUS is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.64
Correlation (3Y) Calculated over the trailing 3-year period	0.72
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (All Time) Calculated using the full available price history since Mar 13, 2019	0.70

The correlation between RNDV and BBUS shifts across timeframes, from 0.64 (1 year) to 0.77 (5 years), reflecting how their relationship changes across market environments.

RNDV vs. BBUS - Sectors Allocation Comparison

Sectors	RNDV	BBUS
Technology	34.0%	38.1%
Healthcare	13.6%	8.0%
Financial Services	10.7%	11.2%
Consumer Cyclical	9.7%	9.1%
Industrials	9.4%	7.4%
Consumer Defensive	5.8%	4.4%
Energy	5.0%	3.0%
Communication Services	4.8%	10.0%
Utilities	2.6%	2.6%
Real Estate	2.4%	1.7%
Basic Materials	1.7%	1.2%

Return for Risk

RNDV vs. BBUS — Risk / Return Rank

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

RNDV

RNDV Risk / Return Rank: 58
RNDV Sharpe Ratio Rank: 60
RNDV Sortino Ratio Rank: 62
RNDV Omega Ratio Rank: 57
RNDV Calmar Ratio Rank: 59
RNDV Martin Ratio Rank: 54

BBUS

BBUS Risk / Return Rank: 57
BBUS Sharpe Ratio Rank: 58
BBUS Sortino Ratio Rank: 55
BBUS Omega Ratio Rank: 56
BBUS Calmar Ratio Rank: 53
BBUS Martin Ratio Rank: 64

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.

RNDV vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for US Equity Dividend Select ETF (RNDV) 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.

	RNDV	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	1.75	1.73	+0.02
Sortino ratio: Return per unit of downside risk	2.54	2.37	+0.16
Omega ratio: Gain probability vs. loss probability	1.31	1.31	0.00
Calmar ratio: Return relative to maximum drawdown	2.55	2.35	+0.20
Martin ratio: Return relative to average drawdown	8.35	10.33	-1.98

RNDV vs. BBUS - Sharpe Ratio Comparison

The current RNDV Sharpe Ratio is 1.75, which is comparable to the BBUS Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of RNDV and BBUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RNDV vs. BBUS - Drawdown Comparison

The maximum RNDV drawdown since its inception was -37.44%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for RNDV and BBUS.

Drawdown Indicators

	RNDV	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-37.44%	-35.35%	-2.09%
Max Drawdown (1Y) Largest decline over 1 year	-9.41%	-9.21%	-0.20%
Max Drawdown (3Y) Largest decline over 3 years	-19.70%	-19.01%	-0.69%
Max Drawdown (5Y) Largest decline over 5 years	-19.71%	-25.46%	+5.75%
Current Drawdown Current decline from peak	-4.07%	-3.37%	-0.70%
Average Drawdown Average peak-to-trough decline	-4.85%	-5.43%	+0.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.87%	2.09%	+0.78%

Volatility

RNDV vs. BBUS - Volatility Comparison

The current volatility for US Equity Dividend Select ETF (RNDV) is 4.32%, while JPMorgan BetaBuilders U.S. Equity ETF (BBUS) has a volatility of 4.89%. This indicates that RNDV experiences smaller price fluctuations and is considered to be less risky than BBUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RNDV	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.32%	4.89%	-0.57%
Volatility (6M) Calculated over the trailing 6-month period	10.20%	9.87%	+0.33%
Volatility (1Y) Calculated over the trailing 1-year period	13.72%	12.53%	+1.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.14%	17.13%	-0.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.85%	19.59%	-0.74%

RNDV vs. BBUS - Expense Ratio Comparison

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

Dividends

RNDV vs. BBUS - Dividend Comparison

RNDV's dividend yield for the trailing twelve months is around 2.40%, more than BBUS's 1.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.03%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%	0.00%
RNDV US Equity Dividend Select ETF	2.40%	2.70%	2.55%	3.10%	2.52%	1.95%	2.44%	2.85%	4.09%	1.10%

Frequently Asked Questions

Can I hold both RNDV and BBUS in my portfolio?

RNDV and BBUS have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RNDV or BBUS?

BBUS has higher volatility (4.89%) compared to RNDV (4.32%). In terms of maximum drawdown, RNDV dropped -37.44% vs BBUS's -35.35%.

Which ETF is better, RNDV or BBUS?

On 5-year performance, BBUS leads with 12.46% vs 9.20% for RNDV. On fees, BBUS is cheaper at 0.02% per year. On volatility, RNDV has been the lower-risk option at 4.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RNDV or BBUS?

Over the 5-year period, BBUS has performed better with a 12.46% return vs 9.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RNDV or BBUS?

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

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

RNDV has the higher dividend yield at 2.40%, compared with 1.03% for BBUS.

What is the main difference between RNDV and BBUS?

RNDV tracks Nasdaq Riskalyze US Large Cap Select Dividend Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: First Trust and JPMorgan. Their fees differ too: 0.50% for RNDV and 0.02% for BBUS.

Which has better risk-adjusted returns?

RNDV currently has the higher Sharpe Ratio (1.75 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.