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JPEF vs BBUS
JPMorgan Equity Focus ETF vs JPMorgan BetaBuilders U.S. Equity ETF
Key differences
Both JPEF and BBUS are equity ETFs. JPEF charges 0.44% a year and BBUS 0.02%. The main difference: JPEF follows a active selection strategy; BBUS uses index tracking.
- JPEF follows a active selection strategy; BBUS uses index tracking.
- 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
| JPEF | BBUS | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.02% |
| Fund size (AUM) | $2.0B | $8.4B |
| Since | 2011 | 2019 |
| Dividend yield | 0.65% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +24.7% |
| CAGR 3Y | N/A | +22.6% |
| CAGR 5Y | N/A | +13.1% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 11.62% | 12.18% |
| Max drawdown | -18.09% | -35.35% |
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