URTH vs BBUS
Comparison between ISHARES MSCI WORLD ETF (URTH, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).
5-Year PerformanceBBUS has outperformed URTH, delivering a return of +13.3% compared to +11.8%
URTH vs BBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
URTH
$8.10B
Winner
BBUS
$8.40B
Expense Ratio
URTH
0.24%
Winner
BBUS
0.02%
Max Drawdown
Winner
URTH
34.01%
BBUS
35.35%
Sharpe Ratio
URTH
1.46
Winner
BBUS
1.52
5Y Beta
Winner
URTH
0.91
BBUS
0.98
P/E Ratio
Winner
URTH
24.93
BBUS
28.31
Forward P/E
Winner
URTH
19.94
BBUS
21.39
PEG Ratio
URTH
N/A
BBUS
0.38
5Y Dividends CAGR
Winner
URTH
8.64%
BBUS
6.78%
5Y EPS CAGR
URTH
24.37%
Winner
BBUS
28.68%
Debt to Equity
Winner
URTH
32.02%
BBUS
42.80%
P/S Ratio
Winner
URTH
3.31
BBUS
3.78
P/B Ratio
Winner
URTH
4.84
BBUS
5.64
URTH vs BBUS - Holdings Comparison
URTH and BBUS have 437 common holdings. Overlap is 57.78%
URTH's top 25 holdings weight is 35.80%. BBUS's top 25 holdings weight is 50.16%.
| Rank | URTH | BBUS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.50% | NVIDIA CORP (NVDA) - 7.96% |
| #2 | APPLE INC (AAPL) - 4.82% | APPLE INC (AAPL) - 7.05% |
| #3 | MICROSOFT CORP (MSFT) - 4.00% | MICROSOFT CORP (MSFT) - 4.99% |
| #4 | AMAZON.COM INC (AMZN) - 2.61% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.20% | BROADCOM INC (AVGO) - 3.41% |
| #6 | BROADCOM INC (AVGO) - 1.87% | ALPHABET INC CLASS A (GOOGL) - 3.21% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.85% | ALPHABET INC CLASS C (GOOG) - 2.76% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.69% | META PLATFORMS INC CLASS A (META) - 1.99% |
| #9 | TESLA INC (TSLA) - 1.48% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.07% | TESLA INC (TSLA) - 1.82% |
| #11 | ELI LILLY AND CO (LLY) - 1.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #13 | VISA INC CLASS A (V) - 0.71% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | EXXON MOBIL CORP (XOM) - 0.63% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.60% | EXXON MOBIL CORP (XOM) - 0.95% |
| #16 | WALMART INC (WMT) - 0.60% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.58% | VISA INC CLASS A (V) - 0.81% |
| #18 | ASML HOLDING NV (n/a) - 0.54% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #19 | ABBVIE INC (ABBV) - 0.48% | WALMART INC (WMT) - 0.74% |
| #20 | NETFLIX INC (NFLX) - 0.47% | INTEL CORP (INTC) - 0.71% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.47% | SALESFORCE INC (CRM) - 0.28% |
| #22 | n/a (PLTR) - 0.46% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.45% | ARISTA NETWORKS INC (ANET) - 0.27% |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 0.44% | THE WALT DISNEY CO (DIS) - 0.27% |
| #25 | MICRON TECHNOLOGY INC (MU) - 0.42% | NEXTERA ENERGY INC (NEE) - 0.27% |
| Total Holdings | 1340 | 457 |
URTH vs BBUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
URTH
+2.53%
BBUS
+2.22%
3M
URTH
+11.37%
Winner
BBUS
+13.10%
6M
URTH
+10.94%
Winner
BBUS
+11.07%
1Y
URTH
+25.11%
Winner
BBUS
+26.08%
5Y(CAGR)
URTH
+11.76%
Winner
BBUS
+13.29%
10Y(CAGR)
URTH
+13.51%
BBUS
N/A
Max(CAGR)
URTH
+12.30%
Winner
BBUS
+16.22%
URTH vs BBUS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | URTH | BBUS |
|---|---|---|
| 2026 | +9.90% | +10.37% |
| 2025 | +21.59% | +17.98% |
| 2024 | +19.66% | +25.63% |
| 2023 | +24.14% | +27.68% |
| 2022 | -18.40% | -19.87% |
| 2021 | +23.13% | +28.82% |
| 2020 | +14.90% | +19.58% |
| 2019 | +28.12% | +16.54% |
| 2018 | -9.25% | N/A |
| 2017 | +21.83% | N/A |
| 2016 | +8.88% | N/A |
| 2015 | -0.62% | N/A |
| 2014 | +5.44% | N/A |
| 2013 | +26.35% | N/A |
| 2012 | +14.73% | N/A |
URTH vs BBUS Drawdown Comparison
The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current URTH drawdown is -0.58%. The current BBUS drawdown is -0.77%.
| Rank | URTH | BBUS |
|---|---|---|
| #1 | -34.01% Feb 12, 2020 - Aug 24, 2020 | -35.35% Jan 16, 2020 - Aug 24, 2020 |
| #2 | -26.04% Jan 3, 2022 - Dec 19, 2023 | -25.46% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -18.89% May 19, 2015 - Dec 13, 2016 | -19.01% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -18.57% Jan 26, 2018 - Apr 30, 2019 | -9.57% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -16.94% Feb 18, 2025 - Jun 2, 2025 | -9.21% Jan 12, 2026 - Apr 15, 2026 |
| #6 | -11.39% Mar 27, 2012 - Sep 7, 2012 | -8.54% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -10.77% May 21, 2013 - Jul 18, 2013 | -6.68% May 3, 2019 - Jun 20, 2019 |
| #8 | -9.32% Jul 3, 2014 - Feb 17, 2015 | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #9 | -9.06% Feb 25, 2026 - Apr 15, 2026 | -5.31% Mar 28, 2024 - May 14, 2024 |
| #10 | -8.23% Jul 16, 2024 - Aug 23, 2024 | -5.28% Sep 3, 2021 - Oct 20, 2021 |
| #11 | -8.10% Sep 2, 2020 - Nov 9, 2020 | -5.18% Oct 29, 2025 - Dec 11, 2025 |
| #12 | -7.00% Sep 14, 2012 - Dec 20, 2012 | -4.72% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -6.85% Aug 9, 2013 - Sep 18, 2013 | -4.60% Jun 2, 2026 - Jun 10, 2026 |
| #14 | -6.07% Jul 24, 2019 - Oct 17, 2019 | -4.45% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -6.07% May 3, 2019 - Jun 20, 2019 | -4.31% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between URTH and BBUS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2012 - 2026)
URTH vs BBUS dividend yield comparison.
| Year | URTH | BBUS |
|---|---|---|
| 2026 | 0.66% | 0.21% |
| 2025 | 1.48% | 1.07% |
| 2024 | 1.47% | 1.21% |
| 2023 | 1.70% | 1.38% |
| 2022 | 1.68% | 1.57% |
| 2021 | 1.50% | 1.11% |
| 2020 | 1.52% | 1.43% |
| 2019 | 2.16% | 1.37% |
| 2018 | 2.30% | 0.00% |
| 2017 | 1.88% | 0.00% |
| 2016 | 2.15% | 0.00% |
| 2015 | 2.35% | 0.00% |
| 2014 | 2.31% | 0.00% |
| 2013 | 1.04% | 0.00% |
| 2012 | 2.69% | 0.00% |
Select Stocks to Compare
Popular: URTH vs SPYBBUS vs SPY
More Comparisons
Compare with similar stocks