BBUS vs SPYD
Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD, ETF).
5-Year PerformanceBBUS has outperformed SPYD, delivering a return of +12.9% compared to +6.9%
BBUS vs SPYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBUS
$7B
SPYD
$7B
Expense Ratio
Winner
BBUS
0.02%
SPYD
0.07%
Max Drawdown
Winner
BBUS
35.35%
SPYD
47.32%
Sharpe Ratio
Winner
BBUS
2.02
SPYD
1.01
5Y Beta
BBUS
0.98
Winner
SPYD
0.51
P/E Ratio
BBUS
28.60
Winner
SPYD
24.20
Forward P/E
BBUS
21.79
Winner
SPYD
13.93
PEG Ratio
BBUS
0.47
Winner
SPYD
0.47
5Y Dividends CAGR
Winner
BBUS
6.78%
SPYD
5.15%
5Y EPS CAGR
Winner
BBUS
28.83%
SPYD
5.77%
Debt to Equity
BBUS
36.18%
Winner
SPYD
-43.13%
P/S Ratio
BBUS
3.62
Winner
SPYD
1.39
P/B Ratio
BBUS
5.52
Winner
SPYD
1.82
BBUS vs SPYD - Holdings Comparison
BBUS and SPYD have 56 common holdings. Overlap is 3.95%
BBUS's top 25 holdings weight is 49.37%. SPYD's top 25 holdings weight is 35.13%.
| Rank | BBUS | SPYD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.13% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.73% |
| #2 | APPLE INC (AAPL) - 6.46% | APA CORP (APA) - 1.70% |
| #3 | MICROSOFT CORP (MSFT) - 5.19% | DOW INC (DOW) - 1.68% |
| #4 | AMAZON.COM INC (AMZN) - 4.15% | EOG RESOURCES INC (EOG) - 1.51% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.31% | IRON MOUNTAIN INC (IRM) - 1.48% |
| #6 | BROADCOM INC (AVGO) - 3.03% | EDISON INTERNATIONAL (EIX) - 1.46% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.86% | VERIZON COMMUNICATIONS INC (VZ) - 1.41% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.39% | KIMCO REALTY CORP (KIM) - 1.38% |
| #9 | TESLA INC (TSLA) - 1.72% | TARGET CORP (TGT) - 1.38% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | HOST HOTELS & RESORTS INC (HST) - 1.37% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.37% | PHILLIPS 66 (PSX) - 1.37% |
| #12 | ELI LILLY AND CO (LLY) - 1.13% | ONEOK INC (OKE) - 1.37% |
| #13 | EXXON MOBIL CORP (XOM) - 1.02% | REGENCY CENTERS CORP (REG) - 1.37% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.92% | CHEVRON CORP (CVX) - 1.37% |
| #15 | WALMART INC (WMT) - 0.89% | KINDER MORGAN INC CLASS P (KMI) - 1.35% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.89% | SIMON PROPERTY GROUP INC (SPG) - 1.34% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.86% | PINNACLE WEST CAPITAL CORP (PNW) - 1.34% |
| #18 | VISA INC CLASS A (V) - 0.85% | AT&T INC (T) - 1.33% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.72% | DUKE ENERGY CORP (DUK) - 1.33% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.67% | EXELON CORP (EXC) - 1.32% |
| #21 | ARISTA NETWORKS INC (ANET) - 0.28% | FIRSTENERGY CORP (FE) - 1.32% |
| #22 | TJX COMPANIES INC (TJX) - 0.28% | ALTRIA GROUP INC (MO) - 1.31% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.28% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.31% |
| #24 | SALESFORCE INC (CRM) - 0.27% | VIATRIS INC (VTRS) - 1.30% |
| #25 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.30% |
| Total Holdings | 458 | 83 |
BBUS vs SPYD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBUS
+9.10%
SPYD
+1.65%
3M
Winner
BBUS
+6.40%
SPYD
+0.24%
6M
BBUS
+9.88%
Winner
SPYD
+11.72%
1Y
Winner
BBUS
+31.42%
SPYD
+15.97%
5Y(CAGR)
Winner
BBUS
+12.90%
SPYD
+6.87%
10Y(CAGR)
BBUS
N/A
SPYD
+8.71%
Max(CAGR)
Winner
BBUS
+16.08%
SPYD
+9.09%
BBUS vs SPYD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BBUS | SPYD |
|---|---|---|
| 2026 | +7.77% | +8.14% |
| 2025 | +17.98% | +4.95% |
| 2024 | +25.63% | +13.90% |
| 2023 | +27.68% | +3.67% |
| 2022 | -19.87% | -1.93% |
| 2021 | +28.82% | +35.01% |
| 2020 | +19.58% | -10.84% |
| 2019 | +16.54% | +21.98% |
| 2018 | N/A | -5.21% |
| 2017 | N/A | +11.68% |
| 2016 | N/A | +25.61% |
| 2015 | N/A | -2.59% |
BBUS vs SPYD Drawdown Comparison
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The current SPYD drawdown is -1.89%.
| Rank | BBUS | SPYD |
|---|---|---|
| #1 | -35.35% Jan 16, 2020 - Aug 24, 2020 | -46.38% Jan 16, 2020 - Feb 24, 2021 |
| #2 | -25.46% Dec 29, 2021 - Dec 13, 2023 | -22.20% Apr 20, 2022 - Jul 11, 2024 |
| #3 | -19.01% Feb 19, 2025 - Jun 26, 2025 | -16.15% Nov 27, 2024 - Jan 14, 2026 |
| #4 | -9.57% Sep 2, 2020 - Nov 13, 2020 | -13.63% Aug 20, 2018 - Feb 19, 2019 |
| #5 | -9.21% Jan 12, 2026 - Apr 15, 2026 | -9.68% Nov 3, 2015 - Mar 2, 2016 |
| #6 | -8.54% Jul 16, 2024 - Sep 19, 2024 | -9.60% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -6.68% May 3, 2019 - Jun 20, 2019 | -9.20% Jun 8, 2021 - Nov 15, 2021 |
| #8 | -5.94% Jul 26, 2019 - Oct 25, 2019 | -8.71% Jul 3, 2019 - Sep 11, 2019 |
| #9 | -5.31% Mar 28, 2024 - May 14, 2024 | -7.72% Apr 12, 2019 - Jul 3, 2019 |
| #10 | -5.28% Sep 3, 2021 - Oct 20, 2021 | -7.05% Feb 13, 2026 - Mar 20, 2026 |
| #11 | -5.18% Oct 29, 2025 - Dec 11, 2025 | -6.76% Nov 15, 2021 - Dec 27, 2021 |
| #12 | -4.72% Feb 12, 2021 - Mar 15, 2021 | -6.34% Sep 7, 2016 - Nov 15, 2016 |
| #13 | -4.45% Nov 18, 2021 - Dec 23, 2021 | -5.54% Jan 14, 2022 - Mar 25, 2022 |
| #14 | -4.31% Dec 6, 2024 - Jan 23, 2025 | -5.01% Sep 11, 2019 - Oct 22, 2019 |
| #15 | -4.05% May 7, 2021 - Jun 4, 2021 | -4.56% Mar 15, 2021 - Apr 15, 2021 |
Correlation
Correlation between BBUS and SPYD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
BBUS vs SPYD dividend yield comparison.
| Year | BBUS | SPYD |
|---|---|---|
| 2026 | 0.22% | 0.96% |
| 2025 | 1.07% | 4.52% |
| 2024 | 1.21% | 4.31% |
| 2023 | 1.38% | 4.66% |
| 2022 | 1.57% | 5.01% |
| 2021 | 1.11% | 3.68% |
| 2020 | 1.43% | 4.95% |
| 2019 | 1.37% | 4.42% |
| 2018 | 0.00% | 4.75% |
| 2017 | 0.00% | 4.63% |
| 2016 | 0.00% | 4.34% |
| 2015 | 0.00% | 1.13% |
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