WTEF.DE vs. BBUS.DE
Compare and contrast key facts about WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) and JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE).
WTEF.DE and BBUS.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTEF.DE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree US Efficient Core UCITS. It was launched on Oct 10, 2023. BBUS.DE is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Target Market Exposure. It was launched on Apr 3, 2019. Both WTEF.DE and BBUS.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WTEF.DE vs. BBUS.DE - Performance Comparison
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WTEF.DE vs. BBUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTEF.DE WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc | -2.73% | 3.44% | 28.84% | 6.12% |
BBUS.DE JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | -3.13% | 4.72% | 32.23% | 5.14% |
Returns By Period
In the year-to-date period, WTEF.DE achieves a -2.73% return, which is significantly higher than BBUS.DE's -3.12% return.
WTEF.DE
- 1D
- 0.24%
- 1M
- -3.06%
- YTD
- -2.73%
- 6M
- -0.92%
- 1Y
- 8.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS.DE
- 1D
- 0.20%
- 1M
- -2.48%
- YTD
- -3.12%
- 6M
- -0.63%
- 1Y
- 10.16%
- 3Y*
- 16.08%
- 5Y*
- 11.66%
- 10Y*
- —
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WTEF.DE vs. BBUS.DE - Expense Ratio Comparison
WTEF.DE has a 0.20% 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%.
Return for Risk
WTEF.DE vs. BBUS.DE — Risk / Return Rank
WTEF.DE
BBUS.DE
WTEF.DE vs. BBUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.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.
| WTEF.DE | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.59 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.78 | 0.90 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.13 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.27 | -0.70 |
Martin ratioReturn relative to average drawdown | 5.20 | 7.62 | -2.42 |
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
| WTEF.DE | BBUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.59 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.77 | +0.14 |
Correlation
The correlation between WTEF.DE and BBUS.DE is 0.83, 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
WTEF.DE vs. BBUS.DE - Dividend Comparison
Neither WTEF.DE nor BBUS.DE has paid dividends to shareholders.
Drawdowns
WTEF.DE vs. BBUS.DE - Drawdown Comparison
The maximum WTEF.DE drawdown since its inception was -22.39%, smaller than the maximum BBUS.DE drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for WTEF.DE and BBUS.DE.
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Drawdown Indicators
| WTEF.DE | BBUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.39% | -34.09% | +11.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.59% | -8.20% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.46% | — |
Current DrawdownCurrent decline from peak | -5.36% | -5.24% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -4.89% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.19% | +0.38% |
Volatility
WTEF.DE vs. BBUS.DE - Volatility Comparison
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) has a higher volatility of 4.31% compared to JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE) at 3.66%. This indicates that WTEF.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
| WTEF.DE | BBUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 3.66% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 8.66% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.31% | 17.13% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 15.37% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 17.31% | -2.20% |