BBUS vs IOO
Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and ISHARES GLOBAL 100 ETF (IOO, ETF).
5-Year PerformanceIOO has outperformed BBUS, delivering a return of +15.7% compared to +12.8%
BBUS vs IOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBUS
$8.50B
IOO
$8.50B
Expense Ratio
Winner
BBUS
0.02%
IOO
0.40%
Max Drawdown
Winner
BBUS
35.35%
IOO
57.93%
Sharpe Ratio
BBUS
1.31
Winner
IOO
1.54
5Y Beta
Winner
BBUS
0.98
IOO
1.01
P/E Ratio
Winner
BBUS
29.24
IOO
30.31
Forward P/E
Winner
BBUS
21.57
IOO
23.21
PEG Ratio
Winner
BBUS
0.35
IOO
0.61
5Y Dividends CAGR
Winner
BBUS
6.79%
IOO
3.77%
5Y EPS CAGR
BBUS
25.09%
Winner
IOO
33.12%
Debt to Equity
BBUS
33.31%
Winner
IOO
29.08%
P/S Ratio
Winner
BBUS
3.84
IOO
5.94
P/B Ratio
Winner
BBUS
5.73
IOO
7.94
BBUS vs IOO - Holdings Comparison
BBUS and IOO have 52 common holdings. Overlap is 48.27%
BBUS's top 25 holdings weight is 50.70%. IOO's top 25 holdings weight is 74.37%.
| Rank | BBUS | IOO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.19% | NVIDIA CORP (NVDA) - 11.94% |
| #2 | APPLE INC (AAPL) - 6.71% | APPLE INC (AAPL) - 11.42% |
| #3 | MICROSOFT CORP (MSFT) - 4.43% | MICROSOFT CORP (MSFT) - 7.23% |
| #4 | AMAZON.COM INC (AMZN) - 3.69% | AMAZON.COM INC (AMZN) - 6.03% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.28% | ALPHABET INC CLASS A (GOOGL) - 5.39% |
| #6 | BROADCOM INC (AVGO) - 2.67% | BROADCOM INC (AVGO) - 4.39% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.62% | ALPHABET INC CLASS C (GOOG) - 4.30% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.08% | ELI LILLY AND CO (LLY) - 2.45% |
| #9 | TESLA INC (TSLA) - 1.86% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.38% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.80% | JPMORGAN CHASE & CO (JPM) - 2.27% |
| #11 | ELI LILLY AND CO (LLY) - 1.48% | ASML HOLDING NV (n/a) - 1.68% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% | JOHNSON & JOHNSON (JNJ) - 1.61% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.40% | EXXON MOBIL CORP (XOM) - 1.47% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.37% | INTEL CORP (INTC) - 1.31% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.95% | WALMART INC (WMT) - 1.22% |
| #16 | VISA INC CLASS A (V) - 0.91% | CISCO SYSTEMS INC (CSCO) - 1.11% |
| #17 | EXXON MOBIL CORP (XOM) - 0.88% | CATERPILLAR INC (CAT) - 1.08% |
| #18 | INTEL CORP (INTC) - 0.86% | MASTERCARD INC CLASS A (MA) - 1.07% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.80% | GE AEROSPACE (GE) - 0.96% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.76% | TENCENT HOLDINGS LTD (n/a) - 0.90% |
| #21 | WALMART INC (WMT) - 0.74% | PROCTER & GAMBLE CO (PG) - 0.89% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.72% | HSBC HOLDINGS PLC (n/a) - 0.84% |
| #23 | CATERPILLAR INC (CAT) - 0.71% | CHEVRON CORP (CVX) - 0.82% |
| #24 | ABBVIE INC (ABBV) - 0.69% | COCA-COLA CO (KO) - 0.81% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.66% | MERCK & CO INC (MRK) - 0.80% |
| Total Holdings | 474 | 115 |
BBUS vs IOO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBUS
+0.32%
IOO
+0.29%
3M
Winner
BBUS
+7.32%
IOO
+6.68%
6M
BBUS
+8.84%
Winner
IOO
+9.25%
1Y
BBUS
+21.05%
Winner
IOO
+27.85%
5Y(CAGR)
BBUS
+12.80%
Winner
IOO
+15.71%
10Y(CAGR)
BBUS
N/A
IOO
+16.23%
Max(CAGR)
Winner
BBUS
+15.98%
IOO
+7.61%
BBUS vs IOO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BBUS | IOO |
|---|---|---|
| 2026 | +10.13% | +10.24% |
| 2025 | +17.98% | +27.17% |
| 2024 | +25.63% | +27.68% |
| 2023 | +27.68% | +27.83% |
| 2022 | -19.87% | -16.96% |
| 2021 | +28.82% | +27.02% |
| 2020 | +19.58% | +17.00% |
| 2019 | +16.54% | +29.39% |
| 2018 | N/A | -6.98% |
| 2017 | N/A | +22.56% |
| 2016 | N/A | +10.29% |
| 2015 | N/A | -1.56% |
| 2014 | N/A | +3.49% |
| 2013 | N/A | +21.82% |
| 2012 | N/A | +11.02% |
| 2011 | N/A | -4.92% |
| 2010 | N/A | +3.41% |
| 2009 | N/A | +21.68% |
| 2008 | N/A | -35.36% |
| 2007 | N/A | +10.56% |
| 2006 | N/A | +16.79% |
| 2005 | N/A | +4.99% |
| 2004 | N/A | +8.73% |
| 2003 | N/A | +28.09% |
| 2002 | N/A | -23.56% |
| 2001 | N/A | -13.86% |
| 2000 | N/A | -3.92% |
BBUS vs IOO Drawdown Comparison
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for IOO was -55.85%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The current BBUS drawdown is -0.98%. The current IOO drawdown is -2.73%.
| Rank | BBUS | IOO |
|---|---|---|
| #1 | -35.35% Jan 16, 2020 - Aug 24, 2020 | -55.85% Oct 31, 2007 - Aug 2, 2013 |
| #2 | -25.46% Dec 29, 2021 - Dec 13, 2023 | -45.63% Dec 11, 2000 - Apr 27, 2006 |
| #3 | -19.01% Feb 19, 2025 - Jun 26, 2025 | -31.43% Feb 12, 2020 - Aug 5, 2020 |
| #4 | -9.57% Sep 2, 2020 - Nov 13, 2020 | -23.50% Jan 4, 2022 - Jul 13, 2023 |
| #5 | -9.21% Jan 12, 2026 - Apr 15, 2026 | -19.19% Feb 20, 2025 - Jun 9, 2025 |
| #6 | -8.54% Jul 16, 2024 - Sep 19, 2024 | -17.28% May 21, 2015 - Dec 9, 2016 |
| #7 | -6.68% May 3, 2019 - Jun 20, 2019 | -16.91% Sep 20, 2018 - Apr 8, 2019 |
| #8 | -5.94% Jul 26, 2019 - Oct 25, 2019 | -11.11% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -5.31% Mar 28, 2024 - May 14, 2024 | -10.43% May 9, 2006 - Sep 1, 2006 |
| #10 | -5.28% Sep 3, 2021 - Oct 20, 2021 | -10.02% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -5.18% Oct 29, 2025 - Dec 11, 2025 | -9.99% Jan 26, 2018 - Aug 29, 2018 |
| #12 | -4.72% Feb 12, 2021 - Mar 15, 2021 | -9.94% Feb 25, 2026 - Apr 14, 2026 |
| #13 | -4.60% Jun 2, 2026 - Jun 10, 2026 | -9.75% Jul 13, 2007 - Oct 1, 2007 |
| #14 | -4.45% Nov 18, 2021 - Dec 23, 2021 | -9.38% Jul 3, 2014 - Apr 15, 2015 |
| #15 | -4.31% Dec 6, 2024 - Jan 23, 2025 | -9.06% Jul 31, 2023 - Nov 20, 2023 |
Correlation
Correlation between BBUS and IOO is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
BBUS vs IOO dividend yield comparison.
| Year | BBUS | IOO |
|---|---|---|
| 2026 | 0.47% | 0.52% |
| 2025 | 1.07% | 0.92% |
| 2024 | 1.21% | 1.08% |
| 2023 | 1.38% | 1.49% |
| 2022 | 1.57% | 2.00% |
| 2021 | 1.11% | 1.53% |
| 2020 | 1.43% | 1.49% |
| 2019 | 1.37% | 2.02% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 2.23% |
| 2016 | 0.00% | 2.75% |
| 2015 | 0.00% | 2.89% |
| 2014 | 0.00% | 3.52% |
| 2013 | 0.00% | 2.37% |
| 2012 | 0.00% | 2.79% |
| 2011 | 0.00% | 3.10% |
| 2010 | 0.00% | 2.20% |
| 2009 | 0.00% | 2.77% |
| 2008 | 0.00% | 3.76% |
| 2007 | 0.00% | 1.71% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.90% |
| 2004 | 0.00% | 1.67% |
| 2003 | 0.00% | 1.13% |
| 2002 | 0.00% | 1.25% |
| 2001 | 0.00% | 1.06% |
| 2000 | 0.00% | 0.04% |
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