TACU vs. BBUS

Last updated Jun 26, 2026

TACU (T. Rowe Price Active Core U.S. Equity ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds. TACU is actively managed, while BBUS is passively managed. With a 0.99 correlation, they move nearly in lockstep. TACU charges 0.14%/yr vs 0.02%/yr for BBUS.

Performance

TACU vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Active Core U.S. Equity ETF (TACU) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with TACU having a 7.69% return and BBUS slightly lower at 7.66%.

TACU

• 1D: -0.01%
• 1M: -1.70%
• YTD: 7.69%
• 6M: 6.50%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: -0.02%
• 1M: -2.04%
• YTD: 7.66%
• 6M: 6.35%
• 1Y: 21.50%
• 3Y*: 20.89%
• 5Y*: 12.46%
• 10Y*: —

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

TACU vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025
TACU T. Rowe Price Active Core U.S. Equity ETF	7.69%	-0.70%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	7.66%	-0.57%

Correlation

The correlation between TACU and BBUS is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025	0.99

Return for Risk

TACU vs. BBUS — Risk / Return Rank

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

TACU

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

BBUS

BBUS Risk / Return Rank: 59
BBUS Sharpe Ratio Rank: 60
BBUS Sortino Ratio Rank: 57
BBUS Omega Ratio Rank: 59
BBUS Calmar Ratio Rank: 55
BBUS Martin Ratio Rank: 65

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.

TACU vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Active Core U.S. Equity ETF (TACU) 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.

	TACU	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.73	—
Sortino ratio: Return per unit of downside risk	—	2.37	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.34	—
Martin ratio: Return relative to average drawdown	—	10.25	—

Drawdowns

TACU vs. BBUS - Drawdown Comparison

The maximum TACU drawdown since its inception was -8.91%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for TACU and BBUS.

Drawdown Indicators

	TACU	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-8.91%	-35.35%	+26.44%
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	-2.89%	-3.39%	+0.50%
Average Drawdown Average peak-to-trough decline	-1.62%	-5.43%	+3.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.10%	—

Volatility

Volatility by Period

	TACU	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.84%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.85%	12.48%	+1.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.85%	17.13%	-3.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.85%	19.58%	-5.73%

TACU vs. BBUS - Expense Ratio Comparison

TACU has a 0.14% 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%.

Dividends

TACU vs. BBUS - Dividend Comparison

TACU has not paid dividends to shareholders, while BBUS's dividend yield for the trailing twelve months is around 1.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.03%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%
TACU T. Rowe Price Active Core U.S. Equity ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TACU and BBUS in my portfolio?

With a correlation of 0.99, TACU and BBUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, TACU or BBUS?

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.

Which ETF is cheaper, TACU or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.14% for TACU.

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

BBUS has the higher dividend yield at 1.03%, compared with 0.00% for TACU.

What is the main difference between TACU and BBUS?

They also come from different issuers: T. Rowe Price and JPMorgan. Their fees differ too: 0.14% for TACU and 0.02% for BBUS.