USA vs BBMC

Comparison between Liberty All-Star Equity Fund (USA, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).

5-Year PerformanceBBMC has outperformed USA, delivering a return of +8.6% compared to +1.9%

USA vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	BBMC(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.07%
Max Drawdown	82.89%	30.54%
Sharpe Ratio	-0.60	1.54
5Y Beta	0.79	1.04
P/E Ratio	N/A	34.04
Forward P/E	N/A	17.60
5Y Dividends CAGR	5.01%	20.05%
5Y EPS CAGR	N/A	10.92%
Debt to Equity	N/A	30.99%
P/S Ratio	N/A	1.75
P/B Ratio	N/A	2.83

Net Assets

USA

$2B

Winner

BBMC

$2.10B

Expense Ratio

USA

N/A

BBMC

0.07%

Max Drawdown

USA

82.89%

Winner

BBMC

30.54%

Sharpe Ratio

USA

-0.60

Winner

BBMC

1.54

5Y Beta

Winner

USA

0.79

BBMC

1.04

P/E Ratio

USA

N/A

BBMC

34.04

Forward P/E

USA

N/A

BBMC

17.60

5Y Dividends CAGR

USA

5.01%

Winner

BBMC

20.05%

5Y EPS CAGR

USA

N/A

BBMC

10.92%

Debt to Equity

USA

N/A

BBMC

30.99%

P/S Ratio

USA

N/A

BBMC

1.75

P/B Ratio

USA

N/A

BBMC

2.83

USA vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	USA	BBMC
1 month	+2.44%	+7.03%
3 months	+5.48%	+16.38%
6 months	-0.34%	+17.97%
1 year	-2.46%	+34.40%
5 years(CAGR)	+1.87%	+8.57%
10 years(CAGR)	+12.46%	N/A
Max(CAGR)	+6.68%	+18.02%

USA

+2.44%

Winner

BBMC

+7.03%

USA

+5.48%

Winner

BBMC

+16.38%

USA

-0.34%

Winner

BBMC

+17.97%

USA

-2.46%

Winner

BBMC

+34.40%

5Y(CAGR)

USA

+1.87%

Winner

BBMC

+8.57%

10Y(CAGR)

USA

+12.46%

BBMC

N/A

Max(CAGR)

USA

+6.68%

Winner

BBMC

+18.02%

USA vs BBMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	BBMC
2026	-1.29%	+17.16%
2025	-0.65%	+12.44%
2024	+22.04%	+15.88%
2023	+21.13%	+19.07%
2022	-25.15%	-20.05%
2021	+37.60%	+19.73%
2020	+11.48%	+61.97%
2019	+39.77%	N/A
2018	-4.91%	N/A
2017	+32.32%	N/A
2016	+8.93%	N/A
2015	-2.04%	N/A
2014	+9.24%	N/A
2013	+28.69%	N/A
2012	+18.32%	N/A
2011	-8.62%	N/A
2010	+19.75%	N/A
2009	+30.27%	N/A
2008	-43.42%	N/A
2007	-5.19%	N/A
2006	+10.28%	N/A
2005	-5.71%	N/A
2004	+10.37%	N/A
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs BBMC Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.

The current USA drawdown is -6.61%.

Rank	USA	BBMC
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-50.47% May 21, 2001 - Mar 5, 2004	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-21.83% May 14, 2015 - Dec 7, 2016	-7.21% Apr 29, 2020 - May 20, 2020
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-10.82% Jan 31, 2001 - May 1, 2001	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-4.22% May 6, 2026 - May 26, 2026

Correlation

Correlation between USA and BBMC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

USA vs BBMC dividend yield comparison.

Year	USA	BBMC
2026	5.62%	0.18%
2025	10.67%	1.25%
2024	10.22%	1.31%
2023	9.56%	1.36%
2022	12.11%	1.48%
2021	9.67%	0.87%
2020	9.13%	0.69%
2019	9.75%	0.00%
2018	12.64%	0.00%
2017	8.89%	0.00%
2016	9.30%	0.00%
2015	9.53%	0.00%
2014	6.52%	0.00%
2013	5.86%	0.00%
2012	6.71%	0.00%
2011	8.06%	0.00%
2010	6.29%	0.00%
2009	7.16%	0.00%
2008	18.57%	0.00%
2007	12.77%	0.00%
2006	10.62%	0.00%
2005	9.54%	0.00%
2004	9.31%	0.00%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%