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VSDA vs. BBUS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VSDA vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares Dividend Accelerator ETF (VSDA) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

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VSDA vs. BBUS - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VSDA
VictoryShares Dividend Accelerator ETF
3.70%6.67%9.40%8.74%-4.42%21.95%12.72%16.91%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
-4.74%17.77%24.89%27.20%-19.46%27.13%20.69%16.53%

Returns By Period

In the year-to-date period, VSDA achieves a 3.70% return, which is significantly higher than BBUS's -4.74% return.


VSDA

1D
0.98%
1M
-6.88%
YTD
3.70%
6M
3.36%
1Y
8.38%
3Y*
8.99%
5Y*
7.80%
10Y*

BBUS

1D
2.93%
1M
-4.99%
YTD
-4.74%
6M
-2.34%
1Y
17.47%
3Y*
18.31%
5Y*
11.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VSDA vs. BBUS - Expense Ratio Comparison

VSDA has a 0.35% expense ratio, which is higher than BBUS's 0.02% expense ratio.


Return for Risk

VSDA vs. BBUS — Risk / Return Rank

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

VSDA
VSDA Risk / Return Rank: 3333
Overall Rank
VSDA Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
VSDA Sortino Ratio Rank: 3333
Sortino Ratio Rank
VSDA Omega Ratio Rank: 3030
Omega Ratio Rank
VSDA Calmar Ratio Rank: 3737
Calmar Ratio Rank
VSDA Martin Ratio Rank: 3333
Martin Ratio Rank

BBUS
BBUS Risk / Return Rank: 6363
Overall Rank
BBUS Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BBUS Sortino Ratio Rank: 6060
Sortino Ratio Rank
BBUS Omega Ratio Rank: 6363
Omega Ratio Rank
BBUS Calmar Ratio Rank: 6262
Calmar Ratio Rank
BBUS Martin Ratio Rank: 7272
Martin Ratio Rank
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.

VSDA vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares Dividend Accelerator ETF (VSDA) 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.


VSDABBUSDifference

Sharpe ratio

Return per unit of total volatility

0.57

0.96

-0.39

Sortino ratio

Return per unit of downside risk

0.92

1.47

-0.54

Omega ratio

Gain probability vs. loss probability

1.12

1.22

-0.11

Calmar ratio

Return relative to maximum drawdown

0.90

1.50

-0.59

Martin ratio

Return relative to average drawdown

2.89

7.00

-4.12

VSDA vs. BBUS - Sharpe Ratio Comparison

The current VSDA Sharpe Ratio is 0.57, which is lower than the BBUS Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of VSDA and BBUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VSDABBUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

0.96

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.66

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.73

-0.06

Correlation

The correlation between VSDA and BBUS is 0.76, 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.


Dividends

VSDA vs. BBUS - Dividend Comparison

VSDA's dividend yield for the trailing twelve months is around 2.64%, more than BBUS's 1.14% yield.


TTM202520242023202220212020201920182017
VSDA
VictoryShares Dividend Accelerator ETF
2.64%2.65%2.36%1.92%1.83%1.40%1.49%1.36%1.69%1.23%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
1.14%1.07%1.21%1.38%1.57%1.11%1.43%1.37%0.00%0.00%

Drawdowns

VSDA vs. BBUS - Drawdown Comparison

The maximum VSDA drawdown since its inception was -32.12%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for VSDA and BBUS.


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Drawdown Indicators


VSDABBUSDifference

Max Drawdown

Largest peak-to-trough decline

-32.12%

-35.35%

+3.23%

Max Drawdown (1Y)

Largest decline over 1 year

-10.75%

-12.12%

+1.37%

Max Drawdown (5Y)

Largest decline over 5 years

-16.14%

-25.46%

+9.32%

Current Drawdown

Current decline from peak

-7.18%

-6.54%

-0.64%

Average Drawdown

Average peak-to-trough decline

-3.60%

-5.57%

+1.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.36%

2.59%

+0.77%

Volatility

VSDA vs. BBUS - Volatility Comparison

The current volatility for VictoryShares Dividend Accelerator ETF (VSDA) is 3.53%, while JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a volatility of 5.35%. This indicates that VSDA 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.


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Volatility by Period


VSDABBUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.53%

5.35%

-1.82%

Volatility (6M)

Calculated over the trailing 6-month period

7.92%

9.52%

-1.60%

Volatility (1Y)

Calculated over the trailing 1-year period

14.76%

18.33%

-3.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.99%

17.04%

-3.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.67%

19.75%

-3.08%