BBUS

JPMorgan BetaBuilders U.S. Equity ETF
*Unless otherwise stated, data provided by FactSet.

BBUS Fund Description

BBUS tracks a market-cap-weighted index of US large- and midcap stocks.

BBUS Factset Analytics Insight

BBUS charges a very low fee for a comprehensive, market-neutral portfolio of large- and midcap stocks. While few competitors can match its headline expense, some may have lower holding costs once tracking error and securities lending are considered. Be sure to also consider trading expenses. Overall though, BBUS is an excellent choice for exposure to this segment.

BBUS MSCI ESG Analytics Insight

JPMorgan BetaBuilders U.S. Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.61 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JPMorgan BetaBuilders U.S. Equity ETF ranks in the 52nd percentile within its peer group and in the 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

BBUS Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 04/07/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BBUS -10.63% -17.47% -17.19% -6.25% -- -- --
BBUS (NAV) -10.68% -17.60% -17.36% -6.45% -- -- --
MSCI USA IMI -11.80% -19.08% -18.90% -8.79% 5.05% 6.27% 10.33%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BBUS Summary Data

JPMorgan
03/12/19
Open-Ended Fund
0.02%
$95.60M
$2.21M
0.03%

BBUS Portfolio Data

$290.45B
23.00
3.39
2.04%
N/A
622

BBUS Index Data

Morningstar US Target Market Exposure Index
Market Cap
Market Cap
MSCI USA IMI

BBUS Portfolio Management

0.02%
--
--
--

BBUS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BBUS Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

BBUS Factset Analytics Block Liquidity

As of 04/08/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of BBUS. BBUS is rated a 5 out of 5.

BBUS Tradability

44,245
$2.21M
42,786
$2.08M
0.03%
$0.02
0.04%
5.06% / -1.33%
None
100.00%
50,000
0.86
0.07%
0.00%
0
$47.75
5

BBUS Sector/Industry Breakdown


BBUS
Segment Benchmark
29.79%
28.38%
15.49%
16.55%
13.71%
13.79%
13.17%
13.08%
9.63%
10.09%
6.87%
6.57%
3.42%
3.38%
3.22%
3.37%
2.41%
2.62%
2.14%
2.00%

BBUS Top 10 Holdings[View All]

Apple Inc. 4.69%
24.17%

BBUS Countries


BBUS
Segment Benchmark
100.00%
99.91%
--
0.09%

BBUS Regions


BBUS
Segment Benchmark
100.00%
100.00%

BBUS Economic Development


BBUS
Segment Benchmark
100.00%
100.00%

BBUS Performance Statistics

1.00
0.99
1.01
0.98
0.07%
MSCI USA IMI

BBUS MSCI ESG Ratings

5.61 / 10
49.39
52.43
10.96%
5.49%
173.03

BBUS Benchmark Comparison Holdings

622
2375
604
88.12%

BBUS Benchmark Comparison Summary


BBUS
Segment Benchmark
622
2375
$290.45B
$257.27B
23.00
24.84
3.39
3.19
1.86%
1.85%
Low
Low

BBUS Benchmark Comparison Market Cap Size


BBUS
Segment Benchmark
94.07%
83.40%
5.93%
12.50%
0.00%
3.68%
0.00%
0.41%