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BBMC vs JPEF
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF vs JPMorgan Equity Focus ETF
Key differences
Both BBMC and JPEF are equity ETFs. BBMC charges 0.07% a year and JPEF 0.44%. The main difference: BBMC follows a index tracking strategy; JPEF uses active selection.
- BBMC follows a index tracking strategy; JPEF uses active selection.
- BBMC costs 0.37% less per year.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBMC | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.44% |
| Fund size (AUM) | $2.1B | $2.0B |
| Since | 2020 | 2011 |
| Dividend yield | 1.10% | 0.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.4% | +17.0% |
| CAGR 3Y | +20.0% | N/A |
| CAGR 5Y | +7.8% | N/A |
| Sharpe 3Y | 0.88 | N/A |
| Volatility 1Y | 16.56% | 11.62% |
| Max drawdown | -30.11% | -18.09% |
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