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BBJP vs USFR

Comparison between JPMORGAN BETABUILDERS JAPAN ETF (BBJP, ETF) and WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF).

5-Year PerformanceBBJP has outperformed USFR, delivering a return of +9.6% compared to +3.9%

BBJP vs USFR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBJP
$18B
Winner
USFR
$18B
Expense Ratio
BBJP
0.19%
Winner
USFR
0.15%
Max Drawdown
BBJP
34.56%
Winner
USFR
1.36%
Sharpe Ratio
Winner
BBJP
0.92
USFR
0.42
5Y Beta
BBJP
0.86
Winner
USFR
0.00
5Y Dividends CAGR
BBJP
23.57%
Winner
USFR
127.97%

BBJP vs USFR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BBJP
+4.72%
USFR
+0.32%
3M
Winner
BBJP
+2.36%
USFR
+0.98%
6M
Winner
BBJP
+2.37%
USFR
+1.90%
1Y
Winner
BBJP
+24.53%
USFR
+3.99%
5Y(CAGR)
Winner
BBJP
+9.64%
USFR
+3.86%
10Y(CAGR)
Winner
BBJP
+7.89%
USFR
+2.26%
Max(CAGR)
Winner
BBJP
+7.89%
USFR
+1.76%

BBJP vs USFR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearBBJPUSFR
2026+16.36%+2.49%
2025+26.67%+4.21%
2024+8.46%+5.42%
2023+20.03%+5.18%
2022-17.29%+1.98%
2021+2.55%-0.03%
2020+13.60%+0.32%
2019+17.13%+0.96%
2018-14.21%+0.88%
2017N/A+0.52%
2016N/A+0.75%
2015N/A-0.12%
2014N/A-0.64%

BBJP vs USFR Drawdown Comparison

The maximum drawdown for BBJP was -32.67%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.

The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 490 trading sessions.

The current BBJP drawdown is -2.77%.

RankBBJPUSFR
#1-32.67%
Sep 15, 2021 - Mar 1, 2024
-1.36%
Jun 15, 2015 - May 24, 2017
#2-29.47%
Dec 16, 2019 - Nov 5, 2020
-1.06%
Feb 4, 2014 - Apr 20, 2015
#3-18.43%
Oct 1, 2018 - Nov 7, 2019
-0.90%
Nov 17, 2017 - Sep 18, 2018
#4-14.49%
Sep 26, 2024 - Apr 29, 2025
-0.40%
Jun 26, 2017 - Jul 28, 2017
#5-13.60%
Feb 11, 2026 - Jun 18, 2026
-0.35%
Apr 20, 2015 - Jun 15, 2015
#6-12.00%
Jul 16, 2024 - Aug 23, 2024
-0.32%
Aug 4, 2017 - Sep 8, 2017
#7-8.74%
Feb 16, 2021 - Sep 3, 2021
-0.31%
Jul 28, 2017 - Aug 4, 2017
#8-7.58%
Jun 22, 2026 - Aug 7, 2026
-0.29%
Feb 24, 2020 - Apr 8, 2020
#9-7.30%
Mar 22, 2024 - Jul 12, 2024
-0.19%
May 6, 2020 - Jan 31, 2022
#10-5.78%
Oct 6, 2025 - Oct 20, 2025
-0.18%
May 2, 2022 - Jun 29, 2022
#11-5.60%
Nov 12, 2025 - Dec 11, 2025
-0.15%
Dec 11, 2018 - Jan 10, 2019
#12-5.24%
Aug 30, 2024 - Sep 26, 2024
-0.15%
Sep 26, 2017 - Oct 25, 2017
#13-5.02%
Jun 18, 2018 - Sep 19, 2018
-0.15%
Mar 19, 2019 - Apr 4, 2019
#14-4.74%
Jun 27, 2025 - Jul 23, 2025
-0.14%
May 21, 2019 - Jun 20, 2019
#15-4.15%
Aug 13, 2026 - Aug 20, 2026
-0.12%
Nov 8, 2017 - Nov 16, 2017

Correlation

Correlation between BBJP and USFR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2016 - 2026)

BBJP vs USFR dividend yield comparison.

YearBBJPUSFR
20260.00%2.12%
20255.37%4.15%
20242.80%5.17%
20233.05%5.12%
20221.52%1.78%
20212.89%0.01%
20200.56%0.20%
20191.15%1.04%
20180.33%0.83%
20170.00%0.51%
20160.00%0.15%

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