XDUS.L vs. BBUD.L
XDUS.L (Xtrackers MSCI USA UCITS ETF 1C) and BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) are both Large Cap Blend Equities funds - XDUS.L tracks the Russell 1000 TR USD while BBUD.L tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, XDUS.L returned 12.87%/yr vs 13.18%/yr for BBUD.L. Their correlation of 0.93 suggests significant overlap in exposure. XDUS.L charges 0.07%/yr vs 0.05%/yr for BBUD.L.
Performance
XDUS.L vs. BBUD.L - Performance Comparison
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Different Trading Currencies
XDUS.L is traded in GBp, while BBUD.L is traded in USD. To make them comparable, the BBUD.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, XDUS.L achieves a 8.97% return, which is significantly lower than BBUD.L's 10.61% return.
XDUS.L
- 1D
- -0.98%
- 1M
- -0.78%
- 6M
- 7.41%
- YTD
- 8.97%
- 1Y
- 19.29%
- 3Y*
- 18.30%
- 5Y*
- 12.87%
- 10Y*
- 14.48%
BBUD.L
- 1D
- -0.25%
- 1M
- -0.08%
- 6M
- 8.87%
- YTD
- 10.61%
- 1Y
- 20.94%
- 3Y*
- 19.10%
- 5Y*
- 13.18%
- 10Y*
- —
XDUS.L vs. BBUD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XDUS.L Xtrackers MSCI USA UCITS ETF 1C | 8.97% | 9.21% | 27.38% | 20.65% | -10.42% | 28.96% | 16.52% | 12.29% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 10.61% | 9.05% | 27.31% | 21.26% | -10.43% | 28.84% | 16.63% | 12.40% |
Correlation
The correlation between XDUS.L and BBUD.L is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.93 |
The correlation between XDUS.L and BBUD.L has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
XDUS.L vs. BBUD.L — Risk / Return Rank
XDUS.L
BBUD.L
XDUS.L vs. BBUD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) and JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XDUS.L | BBUD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 2.80 | -0.24 |
| Martin ratioReturn relative to average drawdown | 8.87 | 9.09 | -0.22 |
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Drawdowns
XDUS.L vs. BBUD.L - Drawdown Comparison
The maximum XDUS.L drawdown since its inception was -25.82%, roughly equal to the maximum BBUD.L drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for XDUS.L and BBUD.L.
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Drawdown Indicators
| XDUS.L | BBUD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.82% | -26.30% | +0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -7.71% | +0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -21.51% | -21.32% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.51% | -21.32% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -25.82% | — | — |
Current DrawdownCurrent decline from peak | -1.88% | -0.43% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -3.72% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.38% | -0.21% |
Volatility
XDUS.L vs. BBUD.L - Volatility Comparison
Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) and JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) have volatilities of 3.15% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDUS.L | BBUD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.21% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 9.56% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.26% | 12.45% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.69% | 15.70% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 17.15% | -1.53% |
XDUS.L vs. BBUD.L - Expense Ratio Comparison
XDUS.L has a 0.07% expense ratio, which is higher than BBUD.L'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
XDUS.L vs. BBUD.L - Dividend Comparison
XDUS.L has not paid dividends to shareholders, while BBUD.L's dividend yield for the trailing twelve months is around 1.10%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% |
XDUS.L Xtrackers MSCI USA UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, XDUS.L and BBUD.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BBUD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUD.L is cheaper with a 0.05% expense ratio, compared with 0.07% for XDUS.L.
XDUS.L tracks Russell 1000 TR USD, while BBUD.L tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Xtrackers and JPMorgan. Their fees differ too: 0.07% for XDUS.L and 0.05% for BBUD.L.
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