DUSA vs BBAG

Comparison between DAVIS SELECT U.S. EQUITY ETF (DUSA, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).

5-Year PerformanceDUSA has outperformed BBAG, delivering a return of +10.8% compared to +0.1%

DUSA vs BBAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUSA(ETF)	BBAG(ETF)
Net Assets	$1B	$1.10B
Expense Ratio	0.59%	0.03%
Max Drawdown	36.71%	23.99%
Sharpe Ratio	1.91	0.36
5Y Beta	0.89	0.04
P/E Ratio	30.55	N/A
Forward P/E	14.06	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	26.88%	13.34%
5Y EPS CAGR	9.62%	N/A
Debt to Equity	54.79%	N/A
P/S Ratio	1.08	N/A
P/B Ratio	1.93	N/A

Net Assets

DUSA

$1B

Winner

BBAG

$1.10B

Expense Ratio

DUSA

0.59%

Winner

BBAG

0.03%

Max Drawdown

DUSA

36.71%

Winner

BBAG

23.99%

Sharpe Ratio

Winner

DUSA

1.91

BBAG

0.36

5Y Beta

DUSA

0.89

Winner

BBAG

0.04

P/E Ratio

DUSA

30.55

BBAG

N/A

Forward P/E

DUSA

14.06

BBAG

N/A

PEG Ratio

DUSA

0.36

BBAG

N/A

5Y Dividends CAGR

Winner

DUSA

26.88%

BBAG

13.34%

5Y EPS CAGR

DUSA

9.62%

BBAG

N/A

Debt to Equity

DUSA

54.79%

BBAG

N/A

P/S Ratio

DUSA

1.08

BBAG

N/A

P/B Ratio

DUSA

1.93

BBAG

N/A

DUSA vs BBAG - Historical Returns

Returns include dividend reinvestment.

Period	DUSA	BBAG
1 month	+6.84%	+0.02%
3 months	+4.24%	+0.06%
6 months	+17.52%	+0.89%
1 year	+32.12%	+5.56%
5 years(CAGR)	+10.77%	+0.09%
10 years(CAGR)	+13.12%	N/A
Max(CAGR)	+13.12%	+1.92%

Winner

DUSA

+6.84%

BBAG

+0.02%

Winner

DUSA

+4.24%

BBAG

+0.06%

Winner

DUSA

+17.52%

BBAG

+0.89%

Winner

DUSA

+32.12%

BBAG

+5.56%

5Y(CAGR)

Winner

DUSA

+10.77%

BBAG

+0.09%

10Y(CAGR)

DUSA

+13.12%

BBAG

N/A

Max(CAGR)

Winner

DUSA

+13.12%

BBAG

+1.92%

DUSA vs BBAG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DUSA	BBAG
2026	+9.35%	+0.60%
2025	+22.66%	+7.20%
2024	+20.23%	+1.62%
2023	+32.93%	+4.81%
2022	-20.61%	-12.62%
2021	+19.30%	-1.75%
2020	+12.51%	+6.90%
2019	+28.87%	+8.08%
2018	-12.36%	+1.00%
2017	+16.91%	N/A

DUSA vs BBAG Drawdown Comparison

The maximum drawdown for DUSA was -36.71%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current BBAG drawdown is -2.52%.

Rank	DUSA	BBAG
#1	-36.71% Feb 19, 2020 - Nov 9, 2020	-18.74% Aug 6, 2020 - Oct 21, 2022
#2	-30.48% Jan 12, 2022 - Dec 18, 2023	-9.69% Mar 9, 2020 - Jun 10, 2020
#3	-24.72% Aug 29, 2018 - Nov 4, 2019	-2.18% Sep 4, 2019 - Jan 22, 2020
#4	-16.82% Feb 13, 2025 - Jun 27, 2025	-0.90% Jan 3, 2019 - Jan 31, 2019
#5	-11.18% Jan 26, 2018 - Jul 24, 2018	-0.88% Jul 3, 2019 - Aug 1, 2019
#6	-10.08% Jul 16, 2024 - Oct 14, 2024	-0.78% Mar 27, 2019 - May 13, 2019
#7	-8.14% Jun 1, 2021 - Jan 11, 2022	-0.74% Jan 31, 2020 - Feb 20, 2020
#8	-7.59% Feb 9, 2026 - Apr 17, 2026	-0.63% Aug 15, 2019 - Aug 27, 2019
#9	-6.97% Dec 2, 2024 - Jan 23, 2025	-0.60% Feb 26, 2019 - Mar 7, 2019
#10	-5.09% Jan 20, 2021 - Feb 4, 2021	-0.43% Jan 31, 2019 - Feb 7, 2019
#11	-5.04% Apr 1, 2024 - May 15, 2024	-0.43% Dec 19, 2018 - Dec 28, 2018
#12	-4.73% Sep 18, 2025 - Oct 27, 2025	-0.39% Feb 8, 2019 - Feb 19, 2019
#13	-4.49% Oct 27, 2025 - Nov 25, 2025	-0.31% May 15, 2019 - May 23, 2019
#14	-4.18% Jul 3, 2025 - Aug 13, 2025	-0.29% Jun 11, 2020 - Jun 19, 2020
#15	-4.05% May 7, 2021 - Jun 1, 2021	-0.27% Jun 3, 2019 - Jun 13, 2019