BBUSJPMorgan BetaBuilders U.S. Equity ETF
Seeks investment results that closely correspond to the performance of the Morningstar US Target Market Exposure Index.
By JPMorgan · Launched 2019
Annual Cost
0.02%
#7 of 6,040 · low cost
Fund Size
$9.2B
#313 of 6,040 · large
Return (1Y)
+16.4%
Track Record
7 years
#1,854 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,647+16.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Focus
Broad Market
Index tracked
Morningstar US Target Market Exposure Index
Holdings
By weightConcentration
Top 10 holdings = 38.2% of funddiversified
NVIDIA Corp.
7.5%
Apple, Inc.
6.4%
Microsoft Corp.
4.9%
Amazon.com, Inc.
4.2%
Alphabet, Inc.
3.6%
Broadcom, Inc.
3.1%
Alphabet, Inc.
3.1%
Meta Platforms, Inc.
2.2%
Tesla, Inc.
1.7%
Berkshire Hathaway, Inc.
1.4%
Asset allocation
Stocks
99.4%
Cash
0.6%
By sector
Technology
39.0%
Financial Services
12.1%
Communication
9.5%
Consumer Cyclical
9.2%
Healthcare
9.2%
Industrials
7.7%
Consumer Defensive
4.4%
Energy
3.5%
Other
5.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.9%Moderate
Year-on-year price swings
Max drawdown
-35.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.09Strong risk-adjusted returns
Sortino (3Y)
1.59Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Morningstar US Target Market Exposure Index.
- Strategy
- Uses a passive indexing strategy to replicate the constituent securities of the Morningstar US Target Market Exposure Index, primarily investing in large- and mid-cap equity securities traded in the United States. The Fund aims to closely correspond to the performance of the Underlying Index, investing at least 80% of its assets in its securities.
- Inception date
- March 12, 2019
- Fund family
- JPMorgan
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save BBUS to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18