USO vs BBMC

Comparison between United States Oil Fund (USO, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).

5-Year PerformanceUSO has outperformed BBMC, delivering a return of +25.3% compared to +8.3%

USO vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USO(ETF)	BBMC(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.86%	0.07%
Max Drawdown	98.19%	30.54%
Sharpe Ratio	1.87	1.64
5Y Beta	0.08	1.03
P/E Ratio	N/A	34.52
Forward P/E	N/A	17.40
5Y Dividends CAGR	N/A	20.05%
5Y EPS CAGR	N/A	10.27%
Debt to Equity	N/A	40.53%
P/S Ratio	N/A	1.74
P/B Ratio	N/A	2.86

Net Assets

USO

$1.90B

Winner

BBMC

$2B

Expense Ratio

USO

0.86%

Winner

BBMC

0.07%

Max Drawdown

USO

98.19%

Winner

BBMC

30.54%

Sharpe Ratio

Winner

USO

1.87

BBMC

1.64

5Y Beta

Winner

USO

0.08

BBMC

1.03

P/E Ratio

USO

N/A

BBMC

34.52

Forward P/E

USO

N/A

BBMC

17.40

5Y Dividends CAGR

USO

N/A

BBMC

20.05%

5Y EPS CAGR

USO

N/A

BBMC

10.27%

Debt to Equity

USO

N/A

BBMC

40.53%

P/S Ratio

USO

N/A

BBMC

1.74

P/B Ratio

USO

N/A

BBMC

2.86

USO vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	USO	BBMC
1 month	+11.09%	+6.65%
3 months	+75.76%	+5.46%
6 months	+90.68%	+15.88%
1 year	+105.12%	+29.96%
5 years(CAGR)	+25.32%	+8.31%
10 years(CAGR)	+4.33%	N/A
Max(CAGR)	-6.58%	+17.54%

Winner

USO

+11.09%

BBMC

+6.65%

Winner

USO

+75.76%

BBMC

+5.46%

Winner

USO

+90.68%

BBMC

+15.88%

Winner

USO

+105.12%

BBMC

+29.96%

5Y(CAGR)

Winner

USO

+25.32%

BBMC

+8.31%

10Y(CAGR)

USO

+4.33%

BBMC

N/A

Max(CAGR)

USO

-6.58%

Winner

BBMC

+17.54%

USO vs BBMC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	USO	BBMC
2026	+101.07%	+12.47%
2025	-10.10%	+12.44%
2024	+14.87%	+15.88%
2023	-1.46%	+19.07%
2022	+27.87%	-20.05%
2021	+67.88%	+19.73%
2020	-67.79%	+61.97%
2019	+30.05%	N/A
2018	-19.97%	N/A
2017	+4.98%	N/A
2016	+6.74%	N/A
2015	-44.70%	N/A
2014	-40.52%	N/A
2013	+4.44%	N/A
2012	-15.92%	N/A
2011	-2.41%	N/A
2010	-3.15%	N/A
2009	+10.24%	N/A
2008	-57.82%	N/A
2007	+53.36%	N/A
2006	-24.14%	N/A

USO vs BBMC Drawdown Comparison

The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

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

The current USO drawdown is -85.25%. The current BBMC drawdown is -0.40%.

Rank	USO	BBMC
#1	-98.19% Jul 14, 2008 - Apr 28, 2020	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-40.98% Jul 13, 2006 - Oct 31, 2007	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-12.04% Jan 2, 2008 - Feb 19, 2008	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-11.18% Nov 20, 2007 - Jan 2, 2008	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-10.48% Apr 21, 2006 - Jul 13, 2006	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-8.61% May 21, 2008 - Jun 6, 2008	-7.21% Apr 29, 2020 - May 20, 2020
#7	-7.97% Mar 13, 2008 - Apr 9, 2008	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-6.15% Jul 2, 2008 - Jul 11, 2008	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-5.85% Nov 6, 2007 - Nov 20, 2007	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-5.55% Apr 28, 2008 - May 5, 2008	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-4.69% Jun 6, 2008 - Jun 26, 2008	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-2.55% Feb 28, 2008 - Mar 5, 2008	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-2.51% Feb 20, 2008 - Feb 26, 2008	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-2.08% Apr 23, 2008 - Apr 25, 2008	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-1.97% May 9, 2008 - May 16, 2008	-4.15% Apr 17, 2020 - Apr 27, 2020