SXQG vs. BBUS

Last updated Jun 24, 2026

SXQG (ETC 6 Meridian Quality Growth ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both exchange-traded funds - SXQG is a Large Cap Growth Equities fund actively managed by Meridian, while BBUS is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index. SXQG is actively managed, while BBUS is passively managed. Over the past 5 years, SXQG returned 4.23%/yr vs 12.52%/yr for BBUS. Their correlation of 0.91 suggests significant overlap in exposure. SXQG charges 1.00%/yr vs 0.02%/yr for BBUS.

Performance

SXQG vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETC 6 Meridian Quality Growth ETF (SXQG) 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, SXQG achieves a -6.02% return, which is significantly lower than BBUS's 7.57% return.

SXQG

• 1D: -0.19%
• 1M: -3.46%
• YTD: -6.02%
• 6M: -6.98%
• 1Y: -1.59%
• 3Y*: 9.26%
• 5Y*: 4.23%
• 10Y*: —

BBUS

• 1D: -1.68%
• 1M: -1.53%
• YTD: 7.57%
• 6M: 6.62%
• 1Y: 22.78%
• 3Y*: 20.70%
• 5Y*: 12.52%
• 10Y*: —

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

SXQG vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SXQG ETC 6 Meridian Quality Growth ETF	-6.02%	4.43%	18.77%	28.32%	-23.93%	12.62%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	7.57%	17.77%	24.89%	27.20%	-19.46%	14.04%

Correlation

The correlation between SXQG and BBUS is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (5Y) Calculated over the trailing 5-year period	0.91
Correlation (All Time) Calculated using the full available price history since May 11, 2021	0.91

The correlation between SXQG and BBUS shifts across timeframes, from 0.81 (1 year) to 0.91 (5 years), reflecting how their relationship changes across market environments.

SXQG vs. BBUS - Sectors Allocation Comparison

Sectors	SXQG	BBUS
Technology	31.9%	38.1%
Communication Services	16.0%	10.0%
Healthcare	16.0%	8.0%
Financial Services	11.5%	11.2%
Consumer Defensive	11.5%	4.4%
Consumer Cyclical	6.9%	9.1%
Industrials	5.4%	7.4%
Energy	0.6%	3.0%
Basic Materials	0.2%	1.2%
Real Estate	-	1.7%
Utilities	-	2.6%

Return for Risk

SXQG vs. BBUS — Risk / Return Rank

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

SXQG

SXQG Risk / Return Rank: 7
SXQG Sharpe Ratio Rank: 8
SXQG Sortino Ratio Rank: 7
SXQG Omega Ratio Rank: 7
SXQG Calmar Ratio Rank: 8
SXQG Martin Ratio Rank: 7

BBUS

BBUS Risk / Return Rank: 56
BBUS Sharpe Ratio Rank: 56
BBUS Sortino Ratio Rank: 54
BBUS Omega Ratio Rank: 55
BBUS Calmar Ratio Rank: 52
BBUS Martin Ratio Rank: 63

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.

SXQG vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETC 6 Meridian Quality Growth ETF (SXQG) 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.

	SXQG	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	-0.14	1.82	-1.96
Sortino ratio: Return per unit of downside risk	-0.11	2.48	-2.59
Omega ratio: Gain probability vs. loss probability	0.99	1.33	-0.34
Calmar ratio: Return relative to maximum drawdown	-0.11	2.49	-2.60
Martin ratio: Return relative to average drawdown	-0.31	10.97	-11.28

SXQG vs. BBUS - Sharpe Ratio Comparison

The current SXQG Sharpe Ratio is -0.14, which is lower than the BBUS Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of SXQG 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

SXQG vs. BBUS - Drawdown Comparison

The maximum SXQG drawdown since its inception was -33.97%, roughly equal to the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for SXQG and BBUS.

Drawdown Indicators

	SXQG	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-33.97%	-35.35%	+1.38%
Max Drawdown (1Y) Largest decline over 1 year	-14.03%	-9.21%	-4.82%
Max Drawdown (3Y) Largest decline over 3 years	-19.53%	-19.01%	-0.52%
Max Drawdown (5Y) Largest decline over 5 years	-33.97%	-25.46%	-8.51%
Current Drawdown Current decline from peak	-8.77%	-3.47%	-5.30%
Average Drawdown Average peak-to-trough decline	-10.07%	-5.43%	-4.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.12%	2.08%	+3.04%

Volatility

SXQG vs. BBUS - Volatility Comparison

The current volatility for ETC 6 Meridian Quality Growth ETF (SXQG) is 3.97%, while JPMorgan BetaBuilders U.S. Equity ETF (BBUS) has a volatility of 5.00%. This indicates that SXQG 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

	SXQG	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.97%	5.00%	-1.03%
Volatility (6M) Calculated over the trailing 6-month period	9.43%	9.95%	-0.52%
Volatility (1Y) Calculated over the trailing 1-year period	11.77%	12.59%	-0.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.02%	17.14%	+0.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.93%	19.59%	-1.66%

SXQG vs. BBUS - Expense Ratio Comparison

SXQG has a 1.00% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

SXQG vs. BBUS - Dividend Comparison

SXQG's dividend yield for the trailing twelve months is around 0.07%, 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%
SXQG ETC 6 Meridian Quality Growth ETF	0.07%	0.15%	0.00%	0.02%	0.09%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SXQG and BBUS in my portfolio?

SXQG and BBUS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SXQG or BBUS?

BBUS has higher volatility (5.00%) compared to SXQG (3.97%). In terms of maximum drawdown, SXQG dropped -33.97% vs BBUS's -35.35%.

Which ETF is better, SXQG or BBUS?

On 5-year performance, BBUS leads with 12.52% vs 4.23% for SXQG. On fees, BBUS is cheaper at 0.02% per year. On volatility, SXQG has been the lower-risk option at 3.97%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SXQG or BBUS?

Over the 5-year period, BBUS has performed better with a 12.52% return vs 4.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SXQG or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 1.00% for SXQG.

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

BBUS has the higher dividend yield at 1.01%, compared with 0.07% for SXQG.

What is the main difference between SXQG and BBUS?

SXQG is categorized as Large Cap Growth Equities, while BBUS is Large Cap Blend Equities. They also come from different issuers: Meridian and JPMorgan. Their fees differ too: 1.00% for SXQG and 0.02% for BBUS.

Which has better risk-adjusted returns?

BBUS currently has the higher Sharpe Ratio (1.82 vs -0.14), 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.