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BBUS vs JPEF
JPMorgan BetaBuilders U.S. Equity ETF vs JPMorgan Equity Focus ETF
Key differences
Both BBUS and JPEF are equity ETFs. BBUS charges 0.02% a year and JPEF 0.44%. The main difference: BBUS follows a index tracking strategy; JPEF uses active selection.
- BBUS follows a index tracking strategy; JPEF uses active selection.
- BBUS costs 0.42% less per year.
- BBUS is much larger than JPEF. Larger funds are usually more liquid and less likely to close.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBUS | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.02% | 0.44% |
| Fund size (AUM) | $8.4B | $2.0B |
| Since | 2019 | 2011 |
| Dividend yield | 0.98% | 0.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.7% | +17.0% |
| CAGR 3Y | +22.6% | N/A |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 12.18% | 11.62% |
| Max drawdown | -35.35% | -18.09% |
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