PortfoliosLab logoPortfoliosLab logo
VUSG vs. BBUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSG vs. BBUS - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, VUSG achieves a 4.42% return, which is significantly lower than BBUS's 8.20% return.


VUSG

1D
-3.73%
1M
-1.14%
YTD
4.42%
6M
2.85%
1Y
3Y*
5Y*
10Y*

BBUS

1D
-2.63%
1M
0.61%
YTD
8.20%
6M
7.84%
1Y
25.30%
3Y*
21.55%
5Y*
12.93%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSG vs. BBUS - Yearly Performance Comparison


Correlation

The correlation between VUSG and BBUS is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 19, 2025

0.90

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

VUSG vs. BBUS — Risk / Return Rank

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

VUSG

BBUS
BBUS Risk / Return Rank: 6464
Overall Rank
BBUS Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BBUS Sortino Ratio Rank: 6262
Sortino Ratio Rank
BBUS Omega Ratio Rank: 6565
Omega Ratio Rank
BBUS Calmar Ratio Rank: 5757
Calmar Ratio Rank
BBUS Martin Ratio Rank: 7070
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.

VUSG vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) 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.


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

VUSG vs. BBUS - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


VUSGBBUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.82

-0.05

Drawdowns

VUSG vs. BBUS - Drawdown Comparison

The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for VUSG and BBUS.


Loading charts...

Drawdown Indicators


VUSGBBUSDifference

Max Drawdown

Largest peak-to-trough decline

-15.14%

-35.35%

+20.21%

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

-5.07%

-2.90%

-2.17%

Average Drawdown

Average peak-to-trough decline

-3.50%

-5.45%

+1.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

Volatility

VUSG vs. BBUS - Volatility Comparison


Loading charts...

Volatility by Period


VUSGBBUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.80%

Volatility (6M)

Calculated over the trailing 6-month period

9.37%

Volatility (1Y)

Calculated over the trailing 1-year period

19.62%

12.18%

+7.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.62%

17.06%

+2.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.62%

19.61%

+0.01%

VUSG vs. BBUS - Expense Ratio Comparison

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


Dividends

VUSG vs. BBUS - Dividend Comparison

VUSG's dividend yield for the trailing twelve months is around 0.02%, less than BBUS's 1.00% yield.


PositionTTM2025202420232022202120202019
BBUS
JP Morgan Betabuilders U.S. Equity ETF
1.00%1.07%1.21%1.38%1.57%1.11%1.43%1.37%
VUSG
Vanguard Wellington U.S. Growth Active ETF
0.02%0.02%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUSG and BBUS have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

BBUS is cheaper with a 0.02% expense ratio, compared with 0.35% for VUSG.

BBUS has the higher dividend yield at 1.00%, compared with 0.02% for VUSG.

They also come from different issuers: Vanguard and JPMorgan. Their fees differ too: 0.35% for VUSG and 0.02% for BBUS.

Portfolio Optimizer

Find the right allocation for VUSG and BBUS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer