SYSB vs BBAG

Comparison between iShares U.S. Fixed Income Balanced Risk Systematic ETF (SYSB, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).

5-Year PerformanceSYSB has outperformed BBAG, delivering a return of +1.6% compared to +0.1%

SYSB vs BBAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYSB(ETF)	BBAG(ETF)
Net Assets	$1B	$1.10B
Expense Ratio	0.25%	0.03%
Max Drawdown	22.37%	23.99%
Sharpe Ratio	0.80	0.36
5Y Beta	0.09	0.04
5Y Dividends CAGR	13.60%	13.34%

Net Assets

SYSB

$1B

Winner

BBAG

$1.10B

Expense Ratio

SYSB

0.25%

Winner

BBAG

0.03%

Max Drawdown

Winner

SYSB

22.37%

BBAG

23.99%

Sharpe Ratio

Winner

SYSB

0.80

BBAG

0.36

5Y Beta

SYSB

0.09

Winner

BBAG

0.04

5Y Dividends CAGR

Winner

SYSB

13.60%

BBAG

13.34%

SYSB vs BBAG - Historical Returns

Returns include dividend reinvestment.

Period	SYSB	BBAG
1 month	+0.08%	+0.02%
3 months	-0.13%	+0.06%
6 months	+1.06%	+0.89%
1 year	+6.83%	+5.56%
5 years(CAGR)	+1.63%	+0.09%
10 years(CAGR)	+2.42%	N/A
Max(CAGR)	+2.44%	+1.92%

Winner

SYSB

+0.08%

BBAG

+0.02%

SYSB

-0.13%

Winner

BBAG

+0.06%

Winner

SYSB

+1.06%

BBAG

+0.89%

Winner

SYSB

+6.83%

BBAG

+5.56%

5Y(CAGR)

Winner

SYSB

+1.63%

BBAG

+0.09%

10Y(CAGR)

SYSB

+2.42%

BBAG

N/A

Max(CAGR)

Winner

SYSB

+2.44%

BBAG

+1.92%

SYSB vs BBAG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SYSB	BBAG
2026	+0.55%	+0.60%
2025	+8.23%	+7.20%
2024	+6.57%	+1.62%
2023	+7.83%	+4.81%
2022	-13.21%	-12.62%
2021	-0.85%	-1.75%
2020	+3.08%	+6.90%
2019	+10.23%	+8.08%
2018	-0.65%	+1.00%
2017	+3.68%	N/A
2016	+5.10%	N/A
2015	-0.27%	N/A

SYSB vs BBAG Drawdown Comparison

The maximum drawdown for SYSB was -18.48%, occurring on Oct 20, 2022. Recovery took 907 trading sessions.

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

The current SYSB drawdown is -1.33%. The current BBAG drawdown is -2.52%.

Rank	SYSB	BBAG
#1	-18.48% Sep 15, 2021 - Apr 28, 2025	-18.74% Aug 6, 2020 - Oct 21, 2022
#2	-11.71% Mar 4, 2020 - Jul 20, 2020	-9.69% Mar 9, 2020 - Jun 10, 2020
#3	-4.39% Sep 27, 2016 - Aug 29, 2017	-2.18% Sep 4, 2019 - Jan 22, 2020
#4	-2.84% Feb 27, 2026 - Mar 27, 2026	-0.90% Jan 3, 2019 - Jan 31, 2019
#5	-2.81% Oct 13, 2017 - Jan 24, 2019	-0.88% Jul 3, 2019 - Aug 1, 2019
#6	-2.71% Jan 5, 2021 - Aug 3, 2021	-0.78% Mar 27, 2019 - May 13, 2019
#7	-1.75% Apr 24, 2015 - Mar 14, 2016	-0.74% Jan 31, 2020 - Feb 20, 2020
#8	-1.25% Oct 28, 2025 - Nov 26, 2025	-0.63% Aug 15, 2019 - Aug 27, 2019
#9	-1.08% Jun 21, 2016 - Aug 4, 2016	-0.60% Feb 26, 2019 - Mar 7, 2019
#10	-1.02% Aug 7, 2020 - Nov 30, 2020	-0.43% Jan 31, 2019 - Feb 7, 2019
#11	-0.91% Nov 26, 2025 - Jan 5, 2026	-0.43% Dec 19, 2018 - Dec 28, 2018
#12	-0.85% Jan 5, 2026 - Feb 9, 2026	-0.39% Feb 8, 2019 - Feb 19, 2019
#13	-0.76% Sep 16, 2025 - Oct 14, 2025	-0.31% May 15, 2019 - May 23, 2019
#14	-0.63% Aug 3, 2021 - Sep 2, 2021	-0.29% Jun 11, 2020 - Jun 19, 2020
#15	-0.62% Sep 7, 2016 - Sep 22, 2016	-0.27% Jun 3, 2019 - Jun 13, 2019

Correlation

Correlation between SYSB and BBAG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2015 - 2026)

SYSB vs BBAG dividend yield comparison.

Year	SYSB	BBAG
2026	1.51%	1.41%
2025	4.78%	4.29%
2024	5.04%	4.25%
2023	4.44%	3.60%
2022	3.27%	2.23%
2021	1.92%	1.44%
2020	2.57%	2.26%
2019	3.27%	2.92%
2018	3.61%	0.16%
2017	2.74%	0.00%
2016	2.92%	0.00%
2015	2.26%	0.00%