BBMC vs USA

Comparison between JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF) and Liberty All-Star Equity Fund (USA, ETF).

5-Year PerformanceBBMC has outperformed USA, delivering a return of +8.3% compared to +3.5%

BBMC vs USA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBMC(ETF)	USA(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.07%	N/A
Max Drawdown	30.54%	82.89%
Sharpe Ratio	1.64	-0.31
5Y Beta	1.03	0.80
P/E Ratio	34.52	N/A
Forward P/E	17.40	N/A
5Y Dividends CAGR	20.05%	5.01%
5Y EPS CAGR	10.27%	N/A
Debt to Equity	40.53%	N/A
P/S Ratio	1.74	N/A
P/B Ratio	2.86	N/A

Net Assets

BBMC

$2B

USA

$2B

Expense Ratio

BBMC

0.07%

USA

N/A

Max Drawdown

Winner

BBMC

30.54%

USA

82.89%

Sharpe Ratio

Winner

BBMC

1.64

USA

-0.31

5Y Beta

BBMC

1.03

Winner

USA

0.80

P/E Ratio

BBMC

34.52

USA

N/A

Forward P/E

BBMC

17.40

USA

N/A

5Y Dividends CAGR

Winner

BBMC

20.05%

USA

5.01%

5Y EPS CAGR

BBMC

10.27%

USA

N/A

Debt to Equity

BBMC

40.53%

USA

N/A

P/S Ratio

BBMC

1.74

USA

N/A

P/B Ratio

BBMC

2.86

USA

N/A

BBMC vs USA - Historical Returns

Returns include dividend reinvestment.

Period	BBMC	USA
1 month	+6.65%	+2.96%
3 months	+5.46%	-2.32%
6 months	+15.88%	-0.44%
1 year	+29.96%	-3.74%
5 years(CAGR)	+8.31%	+3.50%
10 years(CAGR)	N/A	+12.41%
Max(CAGR)	+17.54%	+6.63%

Winner

BBMC

+6.65%

USA

+2.96%

Winner

BBMC

+5.46%

USA

-2.32%

Winner

BBMC

+15.88%

USA

-0.44%

Winner

BBMC

+29.96%

USA

-3.74%

5Y(CAGR)

Winner

BBMC

+8.31%

USA

+3.50%

10Y(CAGR)

BBMC

N/A

USA

+12.41%

Max(CAGR)

Winner

BBMC

+17.54%

USA

+6.63%

BBMC vs USA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBMC	USA
2026	+12.47%	-3.31%
2025	+12.44%	-0.65%
2024	+15.88%	+22.04%
2023	+19.07%	+21.13%
2022	-20.05%	-25.15%
2021	+19.73%	+37.60%
2020	+61.97%	+11.48%
2019	N/A	+39.77%
2018	N/A	-4.91%
2017	N/A	+32.32%
2016	N/A	+8.93%
2015	N/A	-2.04%
2014	N/A	+9.24%
2013	N/A	+28.69%
2012	N/A	+18.32%
2011	N/A	-8.62%
2010	N/A	+19.75%
2009	N/A	+30.27%
2008	N/A	-43.42%
2007	N/A	-5.19%
2006	N/A	+10.28%
2005	N/A	-5.71%
2004	N/A	+10.37%
2003	N/A	+50.09%
2002	N/A	-35.15%
2001	N/A	-2.94%
2000	N/A	+17.03%
1999	N/A	-7.83%

BBMC vs USA Drawdown Comparison

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The current BBMC drawdown is -0.40%. The current USA drawdown is -8.52%.

Rank	BBMC	USA
#1	-30.12% Nov 8, 2021 - Sep 19, 2024	-69.18% Jul 13, 2007 - Jul 30, 2013
#2	-24.18% Nov 25, 2024 - Aug 28, 2025	-50.47% May 21, 2001 - Mar 5, 2004
#3	-9.94% Jun 8, 2020 - Aug 5, 2020	-47.07% Feb 12, 2020 - Nov 17, 2020
#4	-9.75% Feb 26, 2026 - Apr 16, 2026	-33.98% Oct 11, 2021 - Jul 12, 2024
#5	-7.55% Sep 2, 2020 - Oct 5, 2020	-25.78% Sep 27, 2018 - Jun 18, 2019
#6	-7.21% Apr 29, 2020 - May 20, 2020	-21.83% May 14, 2015 - Dec 7, 2016
#7	-7.05% Apr 27, 2021 - Jun 25, 2021	-20.11% Nov 5, 1999 - Jun 16, 2000
#8	-6.71% Mar 15, 2021 - Apr 16, 2021	-18.49% Apr 5, 2004 - Feb 14, 2005
#9	-6.62% Jun 25, 2021 - Aug 27, 2021	-17.97% Aug 2, 2005 - Dec 20, 2006
#10	-6.45% Oct 27, 2025 - Nov 28, 2025	-17.69% Jan 28, 2025 - Apr 7, 2025
#11	-6.27% Feb 12, 2021 - Mar 12, 2021	-10.82% Jan 31, 2001 - May 1, 2001
#12	-6.13% Oct 12, 2020 - Nov 5, 2020	-10.47% Aug 27, 2014 - Nov 18, 2014
#13	-5.49% Jan 20, 2021 - Feb 5, 2021	-10.41% Apr 21, 2021 - Jun 1, 2021
#14	-4.82% Sep 2, 2021 - Oct 19, 2021	-10.03% Jan 26, 2018 - Jun 6, 2018
#15	-4.15% Apr 17, 2020 - Apr 27, 2020	-9.02% Feb 16, 2005 - Jul 26, 2005

Correlation

Correlation between BBMC and USA is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

BBMC vs USA dividend yield comparison.

Year	BBMC	USA
2026	0.19%	5.74%
2025	1.25%	10.67%
2024	1.31%	10.22%
2023	1.36%	9.56%
2022	1.48%	12.11%
2021	0.87%	9.67%
2020	0.69%	9.13%
2019	0.00%	9.75%
2018	0.00%	12.64%
2017	0.00%	8.89%
2016	0.00%	9.30%
2015	0.00%	9.53%
2014	0.00%	6.52%
2013	0.00%	5.86%
2012	0.00%	6.71%
2011	0.00%	8.06%
2010	0.00%	6.29%
2009	0.00%	7.16%
2008	0.00%	18.57%
2007	0.00%	12.77%
2006	0.00%	10.62%
2005	0.00%	9.54%
2004	0.00%	9.31%
2003	0.00%	8.25%
2002	0.00%	13.25%
2001	0.00%	10.82%
2000	0.00%	5.90%