Correlation
The correlation between VEUPX and BBEU is 0.74, 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.
VEUPX vs. BBEU
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) and JPMorgan BetaBuilders Europe ETF (BBEU).
VEUPX is managed by Vanguard. It was launched on Dec 5, 2014. BBEU is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar Developed Europe Target Market Exposure Index. It was launched on Jun 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEUPX or BBEU.
Performance
VEUPX vs. BBEU - Performance Comparison
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Key characteristics
VEUPX:
0.88
BBEU:
0.84
VEUPX:
1.22
BBEU:
1.21
VEUPX:
1.16
BBEU:
1.16
VEUPX:
1.00
BBEU:
0.97
VEUPX:
2.75
BBEU:
2.71
VEUPX:
5.07%
BBEU:
5.08%
VEUPX:
16.82%
BBEU:
17.42%
VEUPX:
-36.83%
BBEU:
-36.27%
VEUPX:
-0.38%
BBEU:
-0.50%
Returns By Period
The year-to-date returns for both investments are quite close, with VEUPX having a 21.06% return and BBEU slightly higher at 21.39%.
VEUPX
21.06%
5.57%
17.96%
13.46%
12.37%
12.85%
6.40%
BBEU
21.39%
5.14%
17.97%
13.52%
12.90%
13.22%
N/A
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VEUPX vs. BBEU - Expense Ratio Comparison
VEUPX has a 0.07% expense ratio, which is lower than BBEU's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VEUPX vs. BBEU — Risk-Adjusted Performance Rank
VEUPX
BBEU
VEUPX vs. BBEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) 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.
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Dividends
VEUPX vs. BBEU - Dividend Comparison
VEUPX's dividend yield for the trailing twelve months is around 2.90%, less than BBEU's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEUPX Vanguard European Stock Index Fund Institutional Plus Shares | 2.90% | 3.62% | 3.15% | 3.26% | 3.05% | 2.11% | 3.29% | 3.96% | 2.73% | 3.54% | 3.29% | 0.58% |
BBEU JPMorgan BetaBuilders Europe ETF | 3.43% | 4.16% | 2.94% | 4.72% | 2.63% | 2.29% | 3.24% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VEUPX vs. BBEU - Drawdown Comparison
The maximum VEUPX drawdown since its inception was -36.83%, roughly equal to the maximum BBEU drawdown of -36.27%. Use the drawdown chart below to compare losses from any high point for VEUPX and BBEU.
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Volatility
VEUPX vs. BBEU - Volatility Comparison
Vanguard European Stock Index Fund Institutional Plus Shares (VEUPX) has a higher volatility of 3.51% compared to JPMorgan BetaBuilders Europe ETF (BBEU) at 3.28%. This indicates that VEUPX's price experiences larger fluctuations and is considered to be riskier than BBEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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