JP Morgan Betabuilders U.S. Equity ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
JPMorgan BetaBuilders U.S. Equity ETF provides simple, affordable access to U.S. large and mid-cap equities. BBUS seeks investment results that closely correspond,before fees and expenses, to the performance of theMorningstar US Target Market Exposure Ind |
Category | US Equities |
Fund Sponsor | JPMorgan |
Website | am.jpmorgan.com |
Inception date | Mar 12, 2019 |
Assets (mns) | $314 |
Currency | USD |
Expense ratio | 2 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Market Cap |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 593 |
Wgt avg mkt cap (mns) | $481,158 |
Large cap (>$10bn) | 98.1% |
Mid cap ($2-10bn) | 1.7% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 99.8% |
Emerging mkts | 0.2% |
APPLE INC | 6.5 % |
MICROSOFT CORP | 5.0 % |
AMAZON.COM INC | 4.1 % |
1.9 % | |
TESLA MOTORS INC | 1.9 % |
ALPHABET INC. CLASS A | 1.7 % |
ALPHABET INC. CLASS C | 1.6 % |
BERKSHIRE HATHAWAY INC-CL B | 1.3 % |
JOHNSON & JOHNSON | 1.3 % |
JPMORGAN CHASE & CO | 1.2 % | Total | 26.3 % |
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UNITED STATES | 95.8 % |
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IRELAND | 1.6 % |
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BRITAIN | 1.0 % |
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SWITZERLAND | 0.4 % |
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ARGENTINA | 0.3 % |
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BERMUDA | 0.2 % |
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NETHERLANDS | 0.1 % |
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SINGAPORE | 0.0 % |
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CAYMAN ISLANDS | 0.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
20.6% | 20.6% | -- | -- | 20.9% |
versus... | Beta | R-squared |
S&P500 | 1.03 | 100% |
MSCI EAFE | 0.94 | 89% |
MSCI Emg. Mkts. | 0.78 | 76% |
Recent close | $70.67 |
30d moving avg. | $69.02 |
Annualized volatility | 21.6% |
Short interest (ETF) | 0.0% |
Relative strength (RSI) | 65 |
Avg. volume (thou.) | 45 |
Turnover | 1.0% |
Bid/Ask (% of price) | 0.05% |
ADV underlying (mns) | $287,289 |
FINDING ALTERNATIVE FUNDS
Below is a list of 98 potential alternatives to the JP Morgan Betabuilders U.S. Equity ETF ETF based on the alternatives' overlap in portfolio holdings with BBUS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | BBUS | Expense: | 2 bp | ALTAR Score™: | 4.6% |
Ticker | Fund Name |
Overlap1 vs BBUS (%) |
Expense ratio (bp) |
Savings vs BBUS (bp) |
ALTAR Score™ (%) |
ALTAR vs BBUS (%) |
PBUS | Invesco PureBeta MSCI USA ETF | 96.4 | 4 | -2 | 4.6 | -0.0 |
VV | Vanguard Large-Cap Index Fund | 96.1 | 4 | -2 | 4.6 | -0.0 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 95.8 | 7 | -5 | 4.5 | -0.1 |
SCHX | Schwab U.S. Large-Cap ETF | 95.3 | 3 | -1 | 4.6 | -0.1 |
IVV | iShares Core S&P 500 ETF | 93.0 | 3 | -1 | 4.7 | +0.1 |
SPLG | SPDR Portfolio Large Cap ETF | 93.0 | 3 | -1 | 4.7 | +0.1 |
SPY | SPDR S&P 500 ETF Trust | 93.0 | 9 | -7 | 4.7 | +0.0 |
PBP | Invesco S&P 500 BuyWrite ETF | 93.0 | 49 | -47 | 4.3 | -0.3 |
VOO | VANGUARD S&P 500 ETF | 92.8 | 3 | -1 | 4.8 | +0.2 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 92.8 | 60 | -58 | 4.4 | -0.2 |
SCHK | Schwab 1000 Index ETF | 92.2 | 5 | -3 | 4.6 | -0.1 |
IWB | iShares Russell 1000 ETF | 91.9 | 15 | -13 | 4.5 | -0.2 |
IYY | iShares Dow Jones U.S. ETF | 91.6 | 20 | -18 | 4.4 | -0.2 |
SPTM | SPDR Portfolio Total Stock Market ETF | 90.5 | 3 | -1 | 4.8 | +0.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 90.1 | 27 | -25 | 4.6 | -0.0 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 89.6 | 20 | -18 | 4.8 | +0.1 |
VTHR | Vanguard Russell 3000 Index Fund | 89.1 | 10 | -8 | 4.4 | -0.2 |
SCHB | Schwab U.S. Broad Market ETF | 86.1 | 3 | -1 | 4.5 | -0.2 |
IWV | iShares Russell 3000 ETF | 85.7 | 20 | -18 | 4.3 | -0.3 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 85.6 | 3 | -1 | 4.4 | -0.2 |
VONE | Vanguard Russell 1000 ETF | 84.1 | 8 | -6 | 4.6 | -0.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 83.8 | 12 | -10 | 4.5 | -0.2 |
VTI | Vanguard Total Stock Market Index Fund | 83.2 | 3 | -1 | 4.4 | -0.2 |
XVV | iShares ESG Screened S&P 500 ETF | 82.9 | 8 | -6 | 4.9 | +0.2 |
MGC | Vanguard Mega Cap Index Fund | 80.6 | 7 | -5 | 4.6 | -0.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 80.5 | 15 | -13 | 4.4 | -0.2 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 80.4 | 27 | -25 | 4.3 | -0.3 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 80.3 | 20 | -18 | 4.6 | -0.1 |
DFAU | Dimensional US Core Equity Market ETF | 80.2 | 12 | -10 | 4.7 | +0.1 |
SFY | SoFi Select 500 ETF | 80.0 | 0 | 2 | 4.6 | -0.1 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 79.6 | 27 | -25 | 4.3 | -0.4 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 79.0 | 0 | 2 | 4.4 | -0.2 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 78.4 | 29 | -27 | 4.6 | -0.1 |
IWL | iShares Russell Top 200 ETF | 77.8 | 15 | -13 | 4.4 | -0.3 |
JHML | John Hancock Multifactor Large Cap ETF | 76.0 | 29 | -27 | 4.9 | +0.2 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 73.7 | 9 | -7 | 4.8 | +0.2 |
IQSU | IQ Candriam ESG US Equity ETF | 70.4 | 9 | -7 | 4.5 | -0.1 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 70.4 | 12 | -10 | 4.0 | -0.6 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 69.9 | 15 | -13 | 4.7 | +0.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 69.7 | 9 | -7 | 5.0 | +0.4 |
TOK | iShares MSCI Kokusai ETF | 69.5 | 25 | -23 | 4.9 | +0.3 |
EPS | WisdomTree U.S. Earnings 500 Fund | 68.5 | 8 | -6 | 5.9 | +1.3 |
SNPE | Xtrackers S&P 500 ESG ETF | 68.2 | 10 | -8 | 4.6 | -0.1 |
EFIV | SPDR S&P 500 ESG ETF | 68.2 | 10 | -8 | 4.6 | -0.1 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 66.8 | 25 | -23 | 4.9 | +0.3 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 66.6 | 27 | -25 | 4.9 | +0.2 |
QUS | SPDR MSCI USA StrategicFactors ETF | 65.3 | 15 | -13 | 5.3 | +0.6 |
AVUS | Avantis U.S. Equity ETF | 64.8 | 15 | -13 | 4.8 | +0.2 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 64.5 | 30 | -28 | 5.3 | +0.7 |
URTH | iShares MSCI World ETF | 64.2 | 24 | -22 | 5.0 | +0.3 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 64.0 | 32 | -30 | 4.5 | -0.2 |
PRF | Invesco FTSE RAFI US 1000 ETF | 63.6 | 39 | -37 | 5.7 | +1.1 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 63.6 | 60 | -58 | 3.6 | -1.1 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 62.9 | 25 | -23 | 5.7 | +1.1 |
VOOG | Vanguard S&P 500 Growth ETF | 62.7 | 10 | -8 | 3.9 | -0.8 |
OEF | iShares S&P 100 ETF | 62.4 | 20 | -18 | 4.2 | -0.5 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 62.2 | 4 | -2 | 3.6 | -1.0 |
IVW | iShares S&P 500 Growth ETF | 62.2 | 18 | -16 | 3.5 | -1.1 |
IUSG | iShares Core S&P US Growth ETF | 61.8 | 4 | -2 | 3.6 | -1.0 |
DIVB | iShares U.S. Dividend & Buyback ETF | 61.4 | 25 | -23 | 5.9 | +1.3 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 60.9 | 25 | -23 | 5.7 | +1.0 |
IUS | Invesco Strategic US ETF | 59.5 | 19 | -17 | 5.5 | +0.9 |
VOOV | Vanguard S&P 500 Value ETF | 58.7 | 10 | -8 | 6.6 | +2.0 |
IWF | iShares Russell 1000 Growth ETF | 58.0 | 19 | -17 | 3.4 | -1.2 |
PLC | Principal U.S. Large-Cap Multi-Factor Core Index ETF | 57.8 | 15 | -13 | 0.0 | -4.6 |
VONG | Vanguard Russell 1000 Growth Index Fund | 57.7 | 8 | -6 | 3.5 | -1.1 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 57.2 | 4 | -2 | 6.5 | +1.8 |
IVE | iShares S&P 500 Value ETF | 57.2 | 18 | -16 | 6.3 | +1.7 |
RWL | Invesco S&P 500 Revenue ETF | 57.1 | 39 | -37 | 6.3 | +1.7 |
IUSV | iShares Core S&P U.S. Value ETF | 56.9 | 4 | -2 | 6.5 | +1.8 |
VUG | Vanguard Growth Index Fund | 55.6 | 4 | -2 | 3.5 | -1.1 |
ACWI | iShares MSCI ACWI ETF | 55.4 | 32 | -30 | 5.1 | +0.4 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 55.2 | 30 | -28 | 5.1 | +0.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 54.9 | 12 | -10 | 6.2 | +1.6 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 54.4 | 20 | -18 | 5.3 | +0.7 |
LOWC | SPDR MSCI ACWI Low Carbon Target ETF | 54.4 | 20 | -18 | 5.3 | +0.7 |
VONV | Vanguard Russell 1000 Value Index Fund | 53.7 | 8 | -6 | 6.2 | +1.6 |
RESP | WisdomTree US ESG Fund of Benef Interest | 53.6 | 28 | -26 | 5.0 | +0.4 |
HIPR | Direxion High Growth ETF | 53.5 | 40 | -38 | 3.8 | -0.8 |
IWD | iShares Russell 1000 Value ETF | 53.3 | 19 | -17 | 6.1 | +1.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 53.1 | 28 | -26 | 6.1 | +1.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 52.4 | 4 | -2 | 6.1 | +1.5 |
DTD | WisdomTree U.S.Total Dividend Fund | 52.4 | 28 | -26 | 6.2 | +1.6 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 52.2 | 42 | -40 | 4.6 | -0.1 |
DSI | iShares MSCI KLD 400 Social ETF | 51.2 | 25 | -23 | 4.6 | -0.1 |
IWY | iShares Russell Top 200 Growth ETF | 50.8 | 20 | -18 | 3.5 | -1.1 |
AFLG | First Trust Active Factor Large Cap ETF | 50.8 | 55 | -53 | 4.7 | +0.0 |
KRMA | Global X Conscious Companies ETF | 50.6 | 43 | -41 | 4.8 | +0.2 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 50.0 | 49 | -47 | 4.7 | +0.1 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 49.9 | 9 | -7 | 5.0 | +0.4 |
XLG | Invesco S&P 500 Top 50 ETF | 49.8 | 20 | -18 | 4.0 | -0.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 49.7 | 30 | -28 | 5.4 | +0.7 |
SUSA | iShares MSCI USA ESG Select ETF | 49.7 | 25 | -23 | 4.2 | -0.4 |
VT | Vanguard Total World Stock ETF | 49.2 | 8 | -6 | 5.4 | +0.7 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 48.7 | 49 | -47 | 3.4 | -1.2 |
RECS | Columbia Research Enhanced Core ETF | 48.7 | 15 | -13 | 5.1 | +0.4 |
EUSA | iShares MSCI USA Equal Weighted ETF | 48.2 | 15 | -13 | 5.2 | +0.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 48.1 | 75 | -73 | 3.5 | -1.1 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
JP Morgan Betabuilders U.S. Equity ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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