BBLB vs HSMV

Comparison between JPMORGAN BETABUILDERS U.S. TREASURY BOND 20+ YEAR ETF (BBLB, ETF) and FIRST TRUST HORIZON MANAGED VOLATILITY SMALL/MID ETF (HSMV, ETF).

BBLB vs HSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBLB(ETF)	HSMV(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.04%	0.80%
Max Drawdown	23.25%	19.84%
Sharpe Ratio	0.09	0.42
5Y Beta	0.05	0.52
P/E Ratio	N/A	16.12
Forward P/E	N/A	14.88
5Y Dividends CAGR	N/A	27.74%
5Y EPS CAGR	N/A	6.72%
Debt to Equity	N/A	47.86%
P/S Ratio	N/A	1.54
P/B Ratio	N/A	1.71

Net Assets

BBLB

$31M

HSMV

$31M

Expense Ratio

Winner

BBLB

0.04%

HSMV

0.80%

Max Drawdown

BBLB

23.25%

Winner

HSMV

19.84%

Sharpe Ratio

BBLB

0.09

Winner

HSMV

0.42

5Y Beta

Winner

BBLB

0.05

HSMV

0.52

P/E Ratio

BBLB

N/A

HSMV

16.12

Forward P/E

BBLB

N/A

HSMV

14.88

5Y Dividends CAGR

BBLB

N/A

HSMV

27.74%

5Y EPS CAGR

BBLB

N/A

HSMV

6.72%

Debt to Equity

BBLB

N/A

HSMV

47.86%

P/S Ratio

BBLB

N/A

HSMV

1.54

P/B Ratio

BBLB

N/A

HSMV

1.71

BBLB vs HSMV - Historical Returns

Returns include dividend reinvestment.

Period	BBLB	HSMV
1 month	+1.17%	+1.87%
3 months	-0.36%	+4.23%
6 months	+0.39%	+6.25%
1 year	+2.94%	+7.46%
5 years(CAGR)	N/A	+4.21%
Max(CAGR)	-2.16%	+11.38%

BBLB

+1.17%

Winner

HSMV

+1.87%

BBLB

-0.36%

Winner

HSMV

+4.23%

BBLB

+0.39%

Winner

HSMV

+6.25%

BBLB

+2.94%

Winner

HSMV

+7.46%

5Y(CAGR)

BBLB

N/A

HSMV

+4.21%

Max(CAGR)

BBLB

-2.16%

Winner

HSMV

+11.38%

BBLB vs HSMV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BBLB	HSMV
2026	+0.30%	+6.63%
2025	+4.27%	+2.19%
2024	-7.16%	+13.29%
2023	-2.90%	+4.87%
2022	N/A	-9.51%
2021	N/A	+25.06%
2020	N/A	+34.69%

BBLB vs HSMV Drawdown Comparison

The maximum drawdown for BBLB was -21.04%, occurring on Oct 19, 2023. Recovery took 350 trading sessions.

The maximum drawdown for HSMV was -19.16%, occurring on Sep 30, 2022. Recovery took 590 trading sessions.

The current BBLB drawdown is -8.52%. The current HSMV drawdown is -0.87%.

Rank	BBLB	HSMV
#1	-21.04% Apr 25, 2023 - Sep 16, 2024	-19.16% Jan 4, 2022 - May 10, 2024
#2	-14.67% Sep 16, 2024 - May 21, 2025	-15.45% Nov 25, 2024 - Feb 6, 2026
#3	-0.45% Apr 20, 2023 - Apr 24, 2023	-9.48% Aug 12, 2020 - Nov 9, 2020
#4	N/A	-8.83% Jun 8, 2020 - Aug 7, 2020
#5	N/A	-8.59% Apr 29, 2020 - May 26, 2020
#6	N/A	-7.83% Mar 2, 2026 - Mar 20, 2026
#7	N/A	-6.87% Nov 15, 2021 - Dec 28, 2021
#8	N/A	-5.35% Jul 30, 2024 - Aug 23, 2024
#9	N/A	-4.86% Sep 2, 2021 - Oct 21, 2021
#10	N/A	-4.38% Apr 9, 2020 - Apr 27, 2020
#11	N/A	-4.35% Jun 11, 2021 - Aug 27, 2021
#12	N/A	-4.07% Jan 25, 2021 - Feb 5, 2021
#13	N/A	-3.93% Mar 15, 2021 - Apr 5, 2021
#14	N/A	-3.84% May 15, 2024 - Jul 11, 2024
#15	N/A	-3.79% May 7, 2021 - Jun 8, 2021