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JPEF vs BBIN

JPMorgan Equity Focus ETF vs JPMorgan BetaBuilders International Equity ETF

JPEF

JPMorgan Equity Focus ETF

Annual cost

0.44%

Fund size

$2.0B

BBIN

JPMorgan BetaBuilders International Equity ETF

Annual cost

0.07%

Fund size

$6.5B

Key differences

Both JPEF and BBIN are equity ETFs. JPEF charges 0.44% a year and BBIN 0.07%. The main difference: JPEF follows a active selection strategy; BBIN uses index tracking.

  • JPEF follows a active selection strategy; BBIN uses index tracking.
  • JPEF covers North America; BBIN covers global markets excluding the US.
  • BBIN costs 0.37% less per year.
  • BBIN 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

JPEFBBIN
Annual cost (TER)0.44%0.07%
Fund size (AUM)$2.0B$6.5B
Since20112019
Dividend yield0.65%3.61%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+17.0%+18.9%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.87
Volatility 1Y11.62%15.75%
Max drawdown-18.09%-33.37%

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