BBUS vs IJJ
Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).
5-Year PerformanceBBUS has outperformed IJJ, delivering a return of +13.3% compared to +8.2%
BBUS vs IJJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBUS
$8.40B
Winner
IJJ
$8.50B
Expense Ratio
Winner
BBUS
0.02%
IJJ
0.18%
Max Drawdown
Winner
BBUS
35.35%
IJJ
59.57%
Sharpe Ratio
Winner
BBUS
1.52
IJJ
1.14
5Y Beta
BBUS
0.98
Winner
IJJ
0.90
P/E Ratio
BBUS
28.31
Winner
IJJ
22.87
Forward P/E
BBUS
21.39
Winner
IJJ
14.18
PEG Ratio
BBUS
0.38
Winner
IJJ
0.06
5Y Dividends CAGR
BBUS
6.78%
Winner
IJJ
10.22%
5Y EPS CAGR
Winner
BBUS
28.68%
IJJ
8.38%
Debt to Equity
Winner
BBUS
42.80%
IJJ
44.54%
P/S Ratio
BBUS
3.78
Winner
IJJ
1.03
P/B Ratio
BBUS
5.64
Winner
IJJ
2.02
BBUS vs IJJ - Holdings Comparison
BBUS and IJJ have 12 common holdings. Overlap is 0.14%
BBUS's top 25 holdings weight is 50.16%. IJJ's top 25 holdings weight is 20.46%.
| Rank | BBUS | IJJ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.96% | TD SYNNEX CORP (SNX) - 1.21% |
| #2 | APPLE INC (AAPL) - 7.05% | ALCOA CORP (AA) - 1.20% |
| #3 | MICROSOFT CORP (MSFT) - 4.99% | RELIANCE INC (RS) - 1.19% |
| #4 | AMAZON.COM INC (AMZN) - 3.84% | US FOODS HOLDING CORP (USFD) - 1.07% |
| #5 | BROADCOM INC (AVGO) - 3.41% | WESCO INTERNATIONAL INC (WCC) - 1.03% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.21% | OVINTIV INC (OVV) - 0.96% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.76% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.92% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.99% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.91% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.82% | BORGWARNER INC (BWA) - 0.88% |
| #10 | TESLA INC (TSLA) - 1.82% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.87% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.86% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | ARAMARK (ARMK) - 0.85% |
| #13 | ELI LILLY AND CO (LLY) - 1.29% | JONES LANG LASALLE INC (JLL) - 0.80% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.24% | REGAL REXNORD CORP (RRX) - 0.80% |
| #15 | EXXON MOBIL CORP (XOM) - 0.95% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.78% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.82% | TOLL BROTHERS INC (TOL) - 0.78% |
| #17 | VISA INC CLASS A (V) - 0.81% | UNUM GROUP (UNM) - 0.76% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.77% | SAIA INC (SAIA) - 0.76% |
| #19 | WALMART INC (WMT) - 0.74% | n/a (KNX) - 0.75% |
| #20 | INTEL CORP (INTC) - 0.71% | WATSCO INC ORDINARY SHARES (WSO) - 0.75% |
| #21 | SALESFORCE INC (CRM) - 0.28% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% | RPM INTERNATIONAL INC (RPM) - 0.47% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.27% | CARLISLE COMPANIES INC (CSL) - 0.47% |
| #24 | THE WALT DISNEY CO (DIS) - 0.27% | MAPLEBEAR INC (CART) - 0.46% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.27% | CLEVELAND-CLIFFS INC (CLF) - 0.46% |
| Total Holdings | 457 | 265 |
BBUS vs IJJ - Historical Returns
Returns include dividend reinvestment.
1M
BBUS
+2.22%
Winner
IJJ
+6.36%
3M
Winner
BBUS
+13.10%
IJJ
+11.98%
6M
Winner
BBUS
+11.07%
IJJ
+10.29%
1Y
Winner
BBUS
+26.08%
IJJ
+22.50%
5Y(CAGR)
Winner
BBUS
+13.29%
IJJ
+8.20%
10Y(CAGR)
BBUS
N/A
IJJ
+10.74%
Max(CAGR)
Winner
BBUS
+16.22%
IJJ
+10.39%
BBUS vs IJJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BBUS | IJJ |
|---|---|---|
| 2026 | +10.37% | +10.60% |
| 2025 | +17.98% | +7.94% |
| 2024 | +25.63% | +11.60% |
| 2023 | +27.68% | +15.45% |
| 2022 | -19.87% | -7.75% |
| 2021 | +28.82% | +32.74% |
| 2020 | +19.58% | +3.67% |
| 2019 | +16.54% | +25.41% |
| 2018 | N/A | -12.86% |
| 2017 | N/A | +11.19% |
| 2016 | N/A | +27.52% |
| 2015 | N/A | -6.57% |
| 2014 | N/A | +12.92% |
| 2013 | N/A | +30.57% |
| 2012 | N/A | +16.68% |
| 2011 | N/A | -3.96% |
| 2010 | N/A | +20.61% |
| 2009 | N/A | +31.51% |
| 2008 | N/A | -34.46% |
| 2007 | N/A | +1.56% |
| 2006 | N/A | +12.53% |
| 2005 | N/A | +13.12% |
| 2004 | N/A | +18.20% |
| 2003 | N/A | +36.87% |
| 2002 | N/A | -9.74% |
| 2001 | N/A | +10.26% |
| 2000 | N/A | +19.96% |
BBUS vs IJJ Drawdown Comparison
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current BBUS drawdown is -0.77%. The current IJJ drawdown is -0.06%.
| Rank | BBUS | IJJ |
|---|---|---|
| #1 | -35.35% Jan 16, 2020 - Aug 24, 2020 | -58.01% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -25.46% Dec 29, 2021 - Dec 13, 2023 | -46.11% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -19.01% Feb 19, 2025 - Jun 26, 2025 | -32.55% Apr 17, 2002 - Oct 7, 2003 |
| #4 | -9.57% Sep 2, 2020 - Nov 13, 2020 | -27.56% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -9.21% Jan 12, 2026 - Apr 15, 2026 | -22.84% Aug 29, 2018 - Nov 5, 2019 |
| #6 | -8.54% Jul 16, 2024 - Sep 19, 2024 | -22.67% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -6.68% May 3, 2019 - Jun 20, 2019 | -21.32% May 22, 2001 - Mar 1, 2002 |
| #8 | -5.94% Jul 26, 2019 - Oct 25, 2019 | -21.22% Jun 23, 2015 - Jul 12, 2016 |
| #9 | -5.31% Mar 28, 2024 - May 14, 2024 | -19.09% Jan 4, 2022 - Jan 27, 2023 |
| #10 | -5.28% Sep 3, 2021 - Oct 20, 2021 | -18.74% Feb 2, 2023 - Dec 19, 2023 |
| #11 | -5.18% Oct 29, 2025 - Dec 11, 2025 | -11.66% Feb 15, 2001 - Apr 30, 2001 |
| #12 | -4.72% Feb 12, 2021 - Mar 15, 2021 | -11.65% Mar 19, 2012 - Sep 6, 2012 |
| #13 | -4.60% Jun 2, 2026 - Jun 10, 2026 | -11.48% May 8, 2006 - Nov 15, 2006 |
| #14 | -4.45% Nov 18, 2021 - Dec 23, 2021 | -10.59% Feb 6, 2026 - Jun 2, 2026 |
| #15 | -4.31% Dec 6, 2024 - Jan 23, 2025 | -10.46% Sep 2, 2014 - Nov 24, 2014 |
Correlation
Correlation between BBUS and IJJ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
BBUS vs IJJ dividend yield comparison.
| Year | BBUS | IJJ |
|---|---|---|
| 2026 | 0.21% | 0.65% |
| 2025 | 1.07% | 1.79% |
| 2024 | 1.21% | 1.81% |
| 2023 | 1.38% | 1.68% |
| 2022 | 1.57% | 1.97% |
| 2021 | 1.11% | 1.62% |
| 2020 | 1.43% | 1.78% |
| 2019 | 1.37% | 1.70% |
| 2018 | 0.00% | 2.01% |
| 2017 | 0.00% | 1.52% |
| 2016 | 0.00% | 1.67% |
| 2015 | 0.00% | 1.83% |
| 2014 | 0.00% | 1.65% |
| 2013 | 0.00% | 1.48% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 1.78% |
| 2010 | 0.00% | 1.56% |
| 2009 | 0.00% | 2.05% |
| 2008 | 0.00% | 3.14% |
| 2007 | 0.00% | 1.74% |
| 2006 | 0.00% | 1.79% |
| 2005 | 0.00% | 1.64% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 1.23% |
| 2002 | 0.00% | 1.40% |
| 2001 | 0.00% | 1.18% |
| 2000 | 0.00% | 0.76% |
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