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SGOV vs. BBEU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOV vs. BBEU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-3 Month Treasury Bond ETF (SGOV) and JPMorgan BetaBuilders Europe ETF (BBEU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGOV achieves a 1.56% return, which is significantly lower than BBEU's 5.14% return.


SGOV

1D
0.01%
1M
0.28%
YTD
1.56%
6M
1.80%
1Y
3.95%
3Y*
4.70%
5Y*
3.55%
10Y*

BBEU

1D
0.47%
1M
-0.53%
YTD
5.14%
6M
8.45%
1Y
16.57%
3Y*
16.39%
5Y*
8.62%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOV vs. BBEU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SGOV
iShares 0-3 Month Treasury Bond ETF
1.56%4.24%5.27%5.12%1.58%0.04%0.05%
BBEU
JPMorgan BetaBuilders Europe ETF
5.14%36.37%1.85%20.31%-14.72%17.50%24.70%

Correlation

The correlation between SGOV and BBEU is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.15

Correlation (3Y)
Calculated over the trailing 3-year period

-0.04

Correlation (5Y)
Calculated over the trailing 5-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since May 29, 2020

-0.03

The correlation between SGOV and BBEU shifts across timeframes, from -0.15 (1 year) to -0.01 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SGOV vs. BBEU — Risk / Return Rank

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

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank

BBEU
BBEU Risk / Return Rank: 3232
Overall Rank
BBEU Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
BBEU Sortino Ratio Rank: 3232
Sortino Ratio Rank
BBEU Omega Ratio Rank: 3131
Omega Ratio Rank
BBEU Calmar Ratio Rank: 3030
Calmar Ratio Rank
BBEU Martin Ratio Rank: 3636
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.

SGOV vs. BBEU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) and JPMorgan BetaBuilders Europe ETF (BBEU). 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.


SGOVBBEUDifference
Sharpe ratioReturn per unit of total volatility

+19.21

Sortino ratioReturn per unit of downside risk

+274.12

Omega ratioGain probability vs. loss probability

195.55

1.19

+194.36

Calmar ratioReturn relative to maximum drawdown

398.20

1.36

+396.84

Martin ratioReturn relative to average drawdown

4,461.99

5.04

+4,456.95

SGOV vs. BBEU - Sharpe Ratio Comparison

The current SGOV Sharpe Ratio is 20.28, which is higher than the BBEU Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of SGOV and BBEU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SGOVBBEUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

20.28

1.06

+19.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

14.78

0.49

+14.28

Sharpe Ratio (All Time)

Calculated using the full available price history

12.50

0.47

+12.03

Drawdowns

SGOV vs. BBEU - Drawdown Comparison

The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum BBEU drawdown of -36.27%. Use the drawdown chart below to compare losses from any high point for SGOV and BBEU.


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Drawdown Indicators


SGOVBBEUDifference

Max Drawdown

Largest peak-to-trough decline

-0.03%

-36.27%

+36.24%

Max Drawdown (1Y)

Largest decline over 1 year

-0.01%

-12.23%

+12.22%

Max Drawdown (3Y)

Largest decline over 3 years

-0.01%

-14.23%

+14.22%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

-31.08%

+31.05%

Current Drawdown

Current decline from peak

0.00%

-3.01%

+3.01%

Average Drawdown

Average peak-to-trough decline

-0.00%

-6.13%

+6.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

3.30%

-3.30%

Volatility

SGOV vs. BBEU - Volatility Comparison

The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.06%, while JPMorgan BetaBuilders Europe ETF (BBEU) has a volatility of 4.79%. This indicates that SGOV experiences smaller price fluctuations and is considered to be less risky than BBEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOVBBEUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.06%

4.79%

-4.73%

Volatility (6M)

Calculated over the trailing 6-month period

0.13%

13.18%

-13.05%

Volatility (1Y)

Calculated over the trailing 1-year period

0.20%

15.67%

-15.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.24%

17.52%

-17.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.24%

19.32%

-19.08%

SGOV vs. BBEU - Expense Ratio Comparison

Both SGOV and BBEU have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

SGOV vs. BBEU - Dividend Comparison

SGOV's dividend yield for the trailing twelve months is around 3.85%, more than BBEU's 2.83% yield.


PositionTTM20252024202320222021202020192018
BBEU
JPMorgan BetaBuilders Europe ETF
2.83%2.83%4.16%2.94%4.72%2.63%2.29%3.24%0.49%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.85%4.10%5.10%4.87%1.45%0.03%0.05%0.00%0.00%

Frequently Asked Questions


SGOV and BBEU have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBEU has higher volatility (4.79%) compared to SGOV (0.06%). In terms of maximum drawdown, SGOV dropped -0.03% vs BBEU's -36.27%.

On 5-year performance, BBEU leads with 8.62% vs 3.55% for SGOV. Both ETFs have the same 0.09% expense ratio. On volatility, SGOV has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBEU has performed better with a 8.62% return vs 3.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV and BBEU have the same expense ratio: 0.09% per year.

SGOV has the higher dividend yield at 3.85%, compared with 2.83% for BBEU.

SGOV is categorized as Ultrashort Bond, while BBEU is Europe Equities. SGOV tracks ICE 0-3 Month US Treasury Securities Index, while BBEU tracks Morningstar Developed Europe Target Market Exposure Index. They also come from different issuers: iShares and JPMorgan.

SGOV currently has the higher Sharpe Ratio (20.28 vs 1.06), 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.

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