USUE.DE vs. BBUS.DE
USUE.DE (UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc) and BBUS.DE (JPMorgan BetaBuilders US Equity UCITS ETF (Acc)) are both Large Cap Blend Equities funds - USUE.DE tracks the MSCI USA Select Factor Mix while BBUS.DE tracks the Morningstar US Target Market Exposure. Both are passively managed. Over the past 5 years, USUE.DE returned 11.49%/yr vs 14.33%/yr for BBUS.DE. Their correlation of 0.90 suggests significant overlap in exposure. USUE.DE charges 0.25%/yr vs 0.05%/yr for BBUS.DE.
Performance
USUE.DE vs. BBUS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, USUE.DE achieves a 13.01% return, which is significantly higher than BBUS.DE's 11.12% return.
USUE.DE
- 1D
- 0.29%
- 1M
- 4.17%
- YTD
- 13.01%
- 6M
- 12.87%
- 1Y
- 21.80%
- 3Y*
- 15.86%
- 5Y*
- 11.49%
- 10Y*
- —
BBUS.DE
- 1D
- -0.05%
- 1M
- 4.40%
- YTD
- 11.12%
- 6M
- 10.48%
- 1Y
- 25.00%
- 3Y*
- 18.93%
- 5Y*
- 14.33%
- 10Y*
- —
USUE.DE vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
USUE.DE UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc | 13.01% | 1.00% | 25.07% | 12.96% | -8.63% | 35.62% | -1.09% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 11.12% | 4.72% | 32.23% | 23.40% | -15.59% | 38.84% | 3.10% |
Correlation
The correlation between USUE.DE and BBUS.DE is 0.69, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2020 | 0.90 |
Over the past year, the correlation between USUE.DE and BBUS.DE has dropped to 0.69 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
USUE.DE vs. BBUS.DE — Risk / Return Rank
USUE.DE
BBUS.DE
USUE.DE vs. BBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc (USUE.DE) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE). 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.
| USUE.DE | BBUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.40 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.41 | 3.38 | +1.03 |
| Martin ratioReturn relative to average drawdown | 14.20 | 11.81 | +2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USUE.DE | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 2.14 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.92 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.88 | -0.23 |
Drawdowns
USUE.DE vs. BBUS.DE - Drawdown Comparison
The maximum USUE.DE drawdown since its inception was -35.36%, roughly equal to the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for USUE.DE and BBUS.DE.
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Drawdown Indicators
| USUE.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.36% | -34.09% | -1.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.86% | -7.38% | +2.52% |
Max Drawdown (3Y)Largest decline over 3 years | -20.79% | -23.46% | +2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -23.46% | +2.67% |
Current DrawdownCurrent decline from peak | 0.00% | -0.37% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -4.79% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 2.12% | -0.61% |
Volatility
USUE.DE vs. BBUS.DE - Volatility Comparison
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) Acc (USUE.DE) has a higher volatility of 2.84% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 2.68%. This indicates that USUE.DE's price experiences larger fluctuations and is considered to be riskier than BBUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USUE.DE | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.84% | 2.68% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 7.68% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 11.64% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 15.34% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 17.18% | +0.15% |
USUE.DE vs. BBUS.DE - Expense Ratio Comparison
USUE.DE has a 0.25% expense ratio, which is higher than BBUS.DE's 0.05% 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
USUE.DE vs. BBUS.DE - Dividend Comparison
Neither USUE.DE nor BBUS.DE has paid dividends to shareholders.
Frequently Asked Questions
USUE.DE and BBUS.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS.DE is cheaper with a 0.05% expense ratio, compared with 0.25% for USUE.DE.
USUE.DE tracks MSCI USA Select Factor Mix, while BBUS.DE tracks Morningstar US Target Market Exposure. They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.25% for USUE.DE and 0.05% for BBUS.DE.
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