Screener
BBUS vs MCDS
JPMorgan BetaBuilders U.S. Equity ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
Both BBUS and MCDS are equity ETFs. BBUS charges 0.02% a year and MCDS 0.35%. The main difference: BBUS follows a index tracking strategy; MCDS uses active selection.
- BBUS follows a index tracking strategy; MCDS uses active selection.
- BBUS costs 0.33% less per year.
- BBUS is much larger than MCDS. Larger funds are usually more liquid and less likely to close.
- BBUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBUS | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.02% | 0.35% |
| Fund size (AUM) | $8.4B | $8M |
| Since | 2019 | 2024 |
| Dividend yield | 0.98% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.7% | +20.1% |
| CAGR 3Y | +22.6% | N/A |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 12.18% | 13.34% |
| Max drawdown | -35.35% | -20.53% |
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