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