BBUS vs SPY
Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BBUS, delivering a return of +13.2% compared to +12.7%
BBUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBUS
$8.50B
Winner
SPY
$781B
Expense Ratio
Winner
BBUS
0.02%
SPY
0.09%
Max Drawdown
Winner
BBUS
35.35%
SPY
56.47%
Sharpe Ratio
BBUS
1.38
Winner
SPY
1.42
5Y Beta
Winner
BBUS
0.98
SPY
1.00
P/E Ratio
Winner
BBUS
26.33
SPY
26.48
Forward P/E
Winner
BBUS
20.46
SPY
20.90
PEG Ratio
Winner
BBUS
0.27
SPY
0.30
5Y Dividends CAGR
Winner
BBUS
6.79%
SPY
6.00%
5Y EPS CAGR
Winner
BBUS
29.21%
SPY
26.40%
Debt to Equity
Winner
BBUS
47.58%
SPY
48.17%
P/S Ratio
BBUS
3.75
Winner
SPY
3.72
P/B Ratio
BBUS
5.56
Winner
SPY
5.55
BBUS vs SPY - Holdings Comparison
BBUS and SPY have 384 common holdings. Overlap is 79.82%
BBUS's top 25 holdings weight is 49.35%. SPY's top 25 holdings weight is 51.49%.
| Rank | BBUS | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.52% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | APPLE INC (AAPL) - 7.44% | APPLE INC (AAPL) - 7.44% |
| #3 | MICROSOFT CORP (MSFT) - 4.57% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | AMAZON.COM INC (AMZN) - 3.76% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.15% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | BROADCOM INC (AVGO) - 2.78% | BROADCOM INC (AVGO) - 2.83% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.53% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.18% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.69% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | TESLA INC (TSLA) - 1.65% | TESLA INC (TSLA) - 1.65% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.44% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.98% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.93% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | VISA INC CLASS A (V) - 0.91% | VISA INC CLASS A (V) - 0.91% |
| #18 | WALMART INC (WMT) - 0.75% | INTEL CORP (INTC) - 0.77% |
| #19 | INTEL CORP (INTC) - 0.71% | WALMART INC (WMT) - 0.75% |
| #20 | ABBVIE INC (ABBV) - 0.70% | ABBVIE INC (ABBV) - 0.70% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.29% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | PEPSICO INC (PEP) - 0.29% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.28% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | ARISTA NETWORKS INC (ANET) - 0.28% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | QUALCOMM INC (QCOM) - 0.28% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 433 | 505 |
BBUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBUS
+2.35%
SPY
+2.30%
3M
Winner
BBUS
+5.06%
SPY
+5.00%
6M
Winner
BBUS
+11.92%
SPY
+11.88%
1Y
BBUS
+22.28%
Winner
SPY
+22.80%
5Y(CAGR)
BBUS
+12.73%
Winner
SPY
+13.20%
10Y(CAGR)
BBUS
N/A
SPY
+15.26%
Max(CAGR)
Winner
BBUS
+16.22%
SPY
+8.59%
BBUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BBUS | SPY |
|---|---|---|
| 2026 | +12.77% | +13.10% |
| 2025 | +17.98% | +18.00% |
| 2024 | +25.63% | +25.59% |
| 2023 | +27.68% | +26.72% |
| 2022 | -19.87% | -18.64% |
| 2021 | +28.82% | +30.52% |
| 2020 | +19.58% | +17.28% |
| 2019 | +16.54% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BBUS vs SPY Drawdown Comparison
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BBUS drawdown is -0.29%. The current SPY drawdown is -0.36%.
| Rank | BBUS | SPY |
|---|---|---|
| #1 | -35.35% Jan 16, 2020 - Aug 24, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.46% Dec 29, 2021 - Dec 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.01% Feb 19, 2025 - Jun 26, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.57% Sep 2, 2020 - Nov 13, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.21% Jan 12, 2026 - Apr 15, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.54% Jul 16, 2024 - Sep 19, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.68% May 3, 2019 - Jun 20, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.94% Jul 26, 2019 - Oct 25, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.31% Mar 28, 2024 - May 14, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.28% Sep 3, 2021 - Oct 20, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.18% Oct 29, 2025 - Dec 11, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.72% Feb 12, 2021 - Mar 15, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.60% Jun 2, 2026 - Aug 4, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.45% Nov 18, 2021 - Dec 23, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.31% Dec 6, 2024 - Jan 23, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BBUS and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
BBUS vs SPY dividend yield comparison.
| Year | BBUS | SPY |
|---|---|---|
| 2026 | 0.46% | 0.48% |
| 2025 | 1.07% | 1.07% |
| 2024 | 1.21% | 1.21% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.57% | 1.65% |
| 2021 | 1.11% | 1.20% |
| 2020 | 1.43% | 1.52% |
| 2019 | 1.37% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: BBUS vs SPY
More Comparisons
Compare with similar stocks
Compare BBUS with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF