SPTM vs. BBUS
Compare and contrast key facts about SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
SPTM and BBUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPTM is a passively managed fund by State Street that tracks the performance of the S&P Composite 1500 Index. It was launched on Oct 4, 2000. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. Both SPTM and BBUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPTM or BBUS.
Performance
SPTM vs. BBUS - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with SPTM having a 24.69% return and BBUS slightly higher at 25.50%.
SPTM
24.69%
1.31%
12.03%
31.89%
15.27%
12.87%
BBUS
25.50%
1.39%
12.38%
32.55%
15.50%
N/A
Key characteristics
| SPTM | BBUS | |
|---|---|---|
| Sharpe Ratio | 2.59 | 2.63 |
| Sortino Ratio | 3.48 | 3.50 |
| Omega Ratio | 1.48 | 1.49 |
| Calmar Ratio | 3.78 | 3.78 |
| Martin Ratio | 16.64 | 17.19 |
| Ulcer Index | 1.90% | 1.88% |
| Daily Std Dev | 12.20% | 12.25% |
| Max Drawdown | -54.80% | -35.35% |
| Current Drawdown | -1.53% | -1.39% |
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SPTM vs. BBUS - Expense Ratio Comparison
SPTM has a 0.03% expense ratio, which is higher than BBUS's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between SPTM and BBUS is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
SPTM vs. BBUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and JP Morgan 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.
Dividends
SPTM vs. BBUS - Dividend Comparison
SPTM's dividend yield for the trailing twelve months is around 1.24%, more than BBUS's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.24% | 1.44% | 1.69% | 1.25% | 1.56% | 1.71% | 1.90% | 1.66% | 1.91% | 1.92% | 2.08% | 1.63% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.20% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPTM vs. BBUS - Drawdown Comparison
The maximum SPTM drawdown since its inception was -54.80%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for SPTM and BBUS. For additional features, visit the drawdowns tool.
Volatility
SPTM vs. BBUS - Volatility Comparison
SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and JP Morgan Betabuilders U.S. Equity ETF (BBUS) have volatilities of 4.18% and 4.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.