BBUS vs BOND

Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND, ETF).

5-Year PerformanceBBUS has outperformed BOND, delivering a return of +13.7% compared to +0.6%

BBUS vs BOND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBUS(ETF)	BOND(ETF)
Net Assets	$7.80B	$7.90B
Expense Ratio	0.02%	0.54%
Max Drawdown	35.35%	24.58%
Sharpe Ratio	1.82	0.79
5Y Beta	0.98	0.03
P/E Ratio	29.25	N/A
Forward P/E	22.00	N/A
PEG Ratio	0.46	N/A
5Y Dividends CAGR	6.78%	12.69%
5Y EPS CAGR	28.37%	N/A
Debt to Equity	35.02%	N/A
P/S Ratio	3.66	N/A
P/B Ratio	5.57	N/A

Net Assets

BBUS

$7.80B

Winner

BOND

$7.90B

Expense Ratio

Winner

BBUS

0.02%

BOND

0.54%

Max Drawdown

BBUS

35.35%

Winner

BOND

24.58%

Sharpe Ratio

Winner

BBUS

1.82

BOND

0.79

5Y Beta

BBUS

0.98

Winner

BOND

0.03

P/E Ratio

BBUS

29.25

BOND

N/A

Forward P/E

BBUS

22.00

BOND

N/A

PEG Ratio

BBUS

0.46

BOND

N/A

5Y Dividends CAGR

BBUS

6.78%

Winner

BOND

12.69%

5Y EPS CAGR

BBUS

28.37%

BOND

N/A

Debt to Equity

BBUS

35.02%

BOND

N/A

P/S Ratio

BBUS

3.66

BOND

N/A

P/B Ratio

BBUS

5.57

BOND

N/A

BBUS vs BOND - Holdings Comparison

BBUS and BOND have 1 common holdings. Overlap is -2.64%

BBUS's top 25 holdings weight is 49.58%. BOND's top 25 holdings weight is 39.02%.

Rank	BBUS	BOND
#1	NVIDIA CORP (NVDA) - 7.37%	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.34%
#2	APPLE INC (AAPL) - 6.67%	U S TREASURY REPO (n/a) - 4.32%
#3	MICROSOFT CORP (MSFT) - 4.89%	UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.65%
#4	AMAZON.COM INC (AMZN) - 4.30%	PIMCO MORTGAGE-BACKED SECURITIES ACT ETF (PMBS) - 3.30%
#5	ALPHABET INC CLASS A (GOOGL) - 3.62%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 2.45%
#6	BROADCOM INC (AVGO) - 3.18%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.43%
#7	ALPHABET INC CLASS C (GOOG) - 3.11%	UNITED STATES TREASURY BONDS 4.625% (n/a) - 2.25%
#8	META PLATFORMS INC CLASS A (META) - 2.12%	UNITED STATES TREASURY BONDS 3.125% (n/a) - 2.08%
#9	TESLA INC (TSLA) - 1.76%	UNITED STATES TREASURY NOTES 1.75% (n/a) - 2.06%
#10	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%	n/a (n/a) - 2.02%
#11	JPMORGAN CHASE & CO (JPM) - 1.33%	UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.41%
#12	ELI LILLY AND CO (LLY) - 1.26%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.28%
#13	MICRON TECHNOLOGY INC (MU) - 1.15%	n/a (n/a) - 1.23%
#14	EXXON MOBIL CORP (XOM) - 1.03%	IRS AUD 4.00000 12/17/25-10Y LCH (n/a) - 1.10%
#15	ADVANCED MICRO DEVICES INC (AMD) - 0.93%	UNITED STATES TREASURY NOTES 2.125% (n/a) - 1.10%
#16	WALMART INC (WMT) - 0.90%	BEIGNET INV LLC 6.581% (n/a) - 1.08%
#17	VISA INC CLASS A (V) - 0.87%	TITULOS DE TESORERIA (n/a) - 0.53%
#18	JOHNSON & JOHNSON (JNJ) - 0.87%	n/a (n/a) - 0.39%
#19	INTEL CORP (INTC) - 0.75%	n/a (n/a) - 0.32%
#20	COSTCO WHOLESALE CORP (COST) - 0.72%	n/a (n/a) - 0.31%
#21	THERMO FISHER SCIENTIFIC INC (TMO) - 0.28%	PERU (REPUBLIC OF) 7.3% (n/a) - 0.28%
#22	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28%	COMPEER FINANCIAL, ACA 7.875% (n/a) - 0.28%
#23	TJX COMPANIES INC (TJX) - 0.28%	SMBC AVIATION CAPITAL FINANCE 5.25% (n/a) - 0.27%
#24	GILEAD SCIENCES INC (GILD) - 0.27%	BANK OF AMERICA CORP. 5.872% (n/a) - 0.27%
#25	SALESFORCE INC (CRM) - 0.27%	JPMORGAN CHASE & CO. 5.572% (n/a) - 0.27%
Total Holdings	457	1022

BBUS vs BOND - Historical Returns

Returns include dividend reinvestment.

Period	BBUS	BOND
1 month	+8.13%	-0.57%
3 months	+9.03%	-1.42%
6 months	+10.48%	+0.70%
1 year	+27.21%	+6.87%
5 years(CAGR)	+13.73%	+0.58%
10 years(CAGR)	N/A	+2.17%
Max(CAGR)	+16.15%	+2.97%

Winner

BBUS

+8.13%

BOND

-0.57%

Winner

BBUS

+9.03%

BOND

-1.42%

Winner

BBUS

+10.48%

BOND

+0.70%

Winner

BBUS

+27.21%

BOND

+6.87%

5Y(CAGR)

Winner

BBUS

+13.73%

BOND

+0.58%

10Y(CAGR)

BBUS

N/A

BOND

+2.17%

Max(CAGR)

Winner

BBUS

+16.15%

BOND

+2.97%

BBUS vs BOND - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BBUS	BOND
2026	+8.45%	+0.30%
2025	+17.98%	+8.34%
2024	+25.63%	+3.33%
2023	+27.68%	+5.90%
2022	-19.87%	-14.20%
2021	+28.82%	-0.71%
2020	+19.58%	+7.52%
2019	+16.54%	+8.44%
2018	N/A	+0.14%
2017	N/A	+4.66%
2016	N/A	+2.92%
2015	N/A	+0.63%
2014	N/A	+6.51%
2013	N/A	-1.03%
2012	N/A	+11.91%

BBUS vs BOND Drawdown Comparison

The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The maximum drawdown for BOND was -19.72%, occurring on Oct 21, 2022. Recovery took 1059 trading sessions.

The current BOND drawdown is -1.79%.

Rank	BBUS	BOND
#1	-35.35% Jan 16, 2020 - Aug 24, 2020	-19.72% Aug 3, 2021 - Oct 21, 2025
#2	-25.46% Dec 29, 2021 - Dec 13, 2023	-10.88% Mar 9, 2020 - Jul 15, 2020
#3	-19.01% Feb 19, 2025 - Jun 26, 2025	-6.17% May 2, 2013 - May 15, 2014
#4	-9.57% Sep 2, 2020 - Nov 13, 2020	-3.81% Sep 30, 2016 - Apr 11, 2017
#5	-9.21% Jan 12, 2026 - Apr 15, 2026	-3.53% Apr 1, 2015 - Apr 28, 2016
#6	-8.54% Jul 16, 2024 - Sep 19, 2024	-3.12% Sep 8, 2017 - Jan 3, 2019
#7	-6.68% May 3, 2019 - Jun 20, 2019	-3.12% Dec 31, 2020 - Jul 19, 2021
#8	-5.94% Jul 26, 2019 - Oct 25, 2019	-2.84% Feb 27, 2026 - Mar 26, 2026
#9	-5.31% Mar 28, 2024 - May 14, 2024	-1.76% Jan 30, 2015 - Apr 1, 2015
#10	-5.28% Sep 3, 2021 - Oct 20, 2021	-1.61% Sep 4, 2019 - Jan 3, 2020
#11	-5.18% Oct 29, 2025 - Dec 11, 2025	-1.34% Apr 18, 2017 - Jun 2, 2017
#12	-4.72% Feb 12, 2021 - Mar 15, 2021	-1.03% Mar 8, 2012 - Mar 27, 2012
#13	-4.45% Nov 18, 2021 - Dec 23, 2021	-1.03% Jun 26, 2017 - Jul 21, 2017
#14	-4.31% Dec 6, 2024 - Jan 23, 2025	-1.03% Aug 7, 2020 - Nov 19, 2020
#15	-4.05% May 7, 2021 - Jun 4, 2021	-1.03% Oct 28, 2025 - Nov 26, 2025

Correlation

Correlation between BBUS and BOND is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2012 - 2026)

BBUS vs BOND dividend yield comparison.

Year	BBUS	BOND
2026	0.22%	1.68%
2025	1.07%	5.11%
2024	1.21%	5.02%
2023	1.38%	4.06%
2022	1.57%	3.44%
2021	1.11%	2.58%
2020	1.43%	2.66%
2019	1.37%	3.38%
2018	0.00%	3.18%
2017	0.00%	2.87%
2016	0.00%	2.85%
2015	0.00%	4.14%
2014	0.00%	4.13%
2013	0.00%	2.82%
2012	0.00%	2.52%