BBUS vs. USMV ETF Comparison

Comparison of JPMorgan BetaBuilders U.S. Equity ETF (BBUS) to iShares MSCI USA Minimum Volatility ETF (USMV)
BBUS

JPMorgan BetaBuilders U.S. Equity ETF

BBUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Barclays Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets (net assets, plus the amount of borrowing for investment purposes) in securities included in the underlying index.

Grade (RS Rating)

Last Trade

$103.12

Average Daily Volume

141,392

Number of Holdings *

541

* may have additional holdings in another (foreign) market
USMV

iShares MSCI USA Minimum Volatility ETF

USMV Description The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$90.58

Average Daily Volume

2,232,096

Number of Holdings *

170

* may have additional holdings in another (foreign) market
Performance
Period BBUS USMV
30 Days 4.34% 0.70%
60 Days 11.27% 7.72%
90 Days 3.67% 8.91%
12 Months 37.08% 29.23%
160 Overlapping Holdings
Symbol Grade Weight in BBUS Weight in USMV Overlap
AAPL C 6.55% 0.98% 0.98%
ABBV C 0.7% 1.23% 0.7%
ABT C 0.4% 0.09% 0.09%
ACGL A 0.09% 0.81% 0.09%
ACN B 0.45% 1.28% 0.45%
ADI B 0.23% 0.24% 0.23%
ADP A 0.23% 0.08% 0.08%
AEE A 0.05% 0.23% 0.05%
AEP C 0.11% 0.41% 0.11%
AFG A 0.02% 0.34% 0.02%
AJG C 0.13% 1.24% 0.13%
AKAM D 0.03% 0.45% 0.03%
ALNY C 0.07% 0.25% 0.07%
AMGN D 0.35% 0.68% 0.35%
AMZN C 3.53% 0.12% 0.12%
ANET A 0.2% 0.29% 0.2%
AON A 0.15% 0.49% 0.15%
APH D 0.15% 1.29% 0.15%
ATO A 0.04% 0.05% 0.04%
AVGO B 1.57% 1.2% 1.2%
AZO D 0.11% 1.0% 0.11%
BAH C 0.04% 0.46% 0.04%
BDX C 0.14% 0.61% 0.14%
BMRN F 0.03% 0.25% 0.03%
BMY A 0.22% 0.44% 0.22%
BR B 0.05% 0.05% 0.05%
BRK.A B 1.66% 1.52% 1.52%
CB A 0.22% 1.51% 0.22%
CDNS D 0.15% 0.16% 0.15%
CDW D 0.06% 0.44% 0.06%
CHD D 0.05% 0.37% 0.05%
CI D 0.19% 0.22% 0.19%
CL D 0.17% 0.45% 0.17%
CMCSA B 0.32% 0.38% 0.32%
CME A 0.16% 0.53% 0.16%
CMS A 0.04% 0.2% 0.04%
COR F 0.08% 0.62% 0.08%
CPB D 0.02% 0.37% 0.02%
CRM B 0.52% 0.04% 0.04%
CRWD D 0.13% 0.15% 0.13%
CSCO A 0.43% 1.36% 0.43%
CTSH B 0.08% 0.76% 0.08%
CTVA A 0.08% 0.37% 0.08%
CVS D 0.16% 0.05% 0.05%
CVX B 0.52% 0.32% 0.32%
D A 0.1% 0.23% 0.1%
DELL C 0.06% 0.1% 0.06%
DGX D 0.03% 0.1% 0.03%
DPZ D 0.03% 0.18% 0.03%
DTE B 0.05% 0.21% 0.05%
DUK C 0.18% 1.53% 0.18%
EA D 0.07% 0.76% 0.07%
ED C 0.07% 1.23% 0.07%
EG A 0.03% 0.46% 0.03%
ELV F 0.24% 0.67% 0.24%
EOG B 0.15% 0.16% 0.15%
FANG D 0.06% 0.54% 0.06%
FCNCA D 0.05% 0.73% 0.05%
FFIV B 0.03% 0.51% 0.03%
FI A 0.21% 0.59% 0.21%
FICO C 0.1% 0.5% 0.1%
FSLR C 0.05% 0.08% 0.05%
GD C 0.15% 0.06% 0.06%
GDDY B 0.04% 0.82% 0.04%
GEN A 0.03% 0.33% 0.03%
GILD A 0.21% 0.9% 0.21%
GIS C 0.08% 0.78% 0.08%
GLW C 0.07% 0.3% 0.07%
GOOG B 1.76% 0.15% 0.15%
GRMN D 0.05% 0.27% 0.05%
HD A 0.82% 0.3% 0.3%
HIG A 0.07% 0.12% 0.07%
HOLX D 0.04% 0.17% 0.04%
HON C 0.27% 0.22% 0.22%
HRL F 0.02% 0.22% 0.02%
HSY D 0.06% 0.33% 0.06%
HUBS D 0.05% 0.19% 0.05%
HUM F 0.06% 0.4% 0.06%
IBM A 0.41% 1.74% 0.41%
ICE A 0.19% 0.29% 0.19%
INCY B 0.02% 0.51% 0.02%
IT A 0.08% 0.34% 0.08%
JNJ D 0.78% 1.25% 0.78%
JNPR C 0.03% 0.5% 0.03%
K B 0.04% 0.81% 0.04%
KDP C 0.08% 0.7% 0.08%
KEYS B 0.05% 0.56% 0.05%
KHC F 0.06% 0.43% 0.06%
KMB D 0.1% 0.22% 0.1%
KO C 0.56% 0.11% 0.11%
KR C 0.08% 0.59% 0.08%
L C 0.03% 0.27% 0.03%
LIN C 0.46% 0.17% 0.17%
LLY D 1.52% 1.51% 1.51%
LMT A 0.26% 0.94% 0.26%
LNT B 0.03% 0.1% 0.03%
MA A 0.82% 0.67% 0.67%
MCD A 0.44% 1.3% 0.44%
MCK F 0.13% 1.1% 0.13%
MDLZ D 0.2% 0.5% 0.2%
MDT C 0.23% 0.14% 0.14%
MELI D 0.19% 0.19% 0.19%
MKL B 0.04% 0.32% 0.04%
MMC D 0.22% 1.12% 0.22%
MOH F 0.04% 0.22% 0.04%
MPC D 0.11% 0.57% 0.11%
MRK F 0.57% 1.21% 0.57%
MSFT D 6.25% 1.35% 1.35%
MSI A 0.15% 1.67% 0.15%
NBIX F 0.02% 0.31% 0.02%
NEM C 0.13% 0.58% 0.13%
NOC B 0.16% 1.58% 0.16%
NOW B 0.37% 0.64% 0.37%
NTAP D 0.05% 0.22% 0.05%
NVDA B 5.68% 0.53% 0.53%
ORCL A 0.54% 1.16% 0.54%
ORLY A 0.13% 0.65% 0.13%
OTIS A 0.09% 0.07% 0.07%
OXY D 0.07% 0.13% 0.07%
PEP F 0.47% 1.11% 0.47%
PFE D 0.33% 0.23% 0.23%
PG D 0.82% 1.25% 0.82%
PGR B 0.3% 1.67% 0.3%
PKG B 0.04% 0.18% 0.04%
PSX D 0.11% 0.06% 0.06%
PTC B 0.04% 0.48% 0.04%
REGN D 0.22% 0.83% 0.22%
ROL C 0.03% 0.37% 0.03%
ROP D 0.12% 1.3% 0.12%
RSG D 0.08% 1.48% 0.08%
RTX A 0.33% 0.09% 0.09%
SNPS F 0.15% 0.17% 0.15%
SO A 0.2% 1.39% 0.2%
STX C 0.04% 0.18% 0.04%
T B 0.32% 0.73% 0.32%
TDY A 0.04% 0.54% 0.04%
TJX D 0.27% 0.44% 0.27%
TMUS A 0.2% 1.72% 0.2%
TRV B 0.11% 1.04% 0.11%
TSN D 0.03% 0.67% 0.03%
TXN C 0.37% 1.39% 0.37%
UBER C 0.3% 0.48% 0.3%
ULTA D 0.04% 0.05% 0.04%
UNH B 1.1% 1.36% 1.1%
V B 0.93% 0.8% 0.8%
VLO F 0.09% 0.05% 0.05%
VRSK D 0.08% 0.4% 0.08%
VRSN C 0.03% 0.67% 0.03%
VRTX D 0.24% 0.72% 0.24%
VZ C 0.38% 1.46% 0.38%
WDAY D 0.1% 0.4% 0.1%
WEC B 0.06% 0.76% 0.06%
WM B 0.15% 1.37% 0.15%
WMB A 0.12% 0.24% 0.12%
WMT A 0.7% 1.67% 0.7%
WRB C 0.04% 0.29% 0.04%
WTW C 0.06% 0.37% 0.06%
XEL C 0.07% 0.43% 0.07%
XOM A 1.09% 0.46% 0.46%
YUM C 0.08% 0.53% 0.08%
BBUS Overweight 381 Positions Relative to USMV
Symbol Grade Weight
META A 2.53%
GOOGL B 1.96%
TSLA C 1.4%
JPM C 1.19%
COST C 0.79%
NFLX A 0.62%
BAC B 0.53%
AMD C 0.52%
TMO D 0.47%
ADBE F 0.45%
GE B 0.41%
CAT A 0.39%
QCOM D 0.38%
WFC B 0.38%
PM D 0.37%
DHR D 0.36%
ISRG C 0.35%
NEE C 0.35%
AMAT C 0.34%
INTU F 0.34%
DIS D 0.34%
GS B 0.32%
SPGI C 0.32%
AXP A 0.31%
LOW C 0.31%
UNP F 0.3%
BKNG B 0.28%
SYK C 0.26%
COP D 0.26%
MS A 0.26%
ETN B 0.26%
BSX A 0.25%
C B 0.24%
PLD D 0.23%
PANW B 0.22%
AMT D 0.22%
SBUX B 0.22%
BX C 0.22%
MU D 0.22%
KLAC B 0.21%
DE C 0.21%
LRCX D 0.21%
UPS D 0.2%
NKE D 0.2%
BA F 0.19%
INTC D 0.19%
TT A 0.18%
KKR A 0.18%
ZTS C 0.18%
SHW C 0.18%
SCHW D 0.18%
CEG A 0.17%
EQIX C 0.17%
MO D 0.17%
WELL C 0.16%
ITW C 0.16%
CMG C 0.16%
PYPL A 0.16%
PH A 0.16%
TDG A 0.16%
FCX B 0.15%
MCO D 0.15%
PLTR A 0.15%
MMM C 0.15%
HCA C 0.15%
CARR A 0.14%
USB C 0.14%
GEV A 0.14%
TGT C 0.14%
CTAS C 0.14%
PNC C 0.14%
SLB D 0.13%
EMR B 0.13%
APD C 0.13%
ECL C 0.13%
CSX D 0.13%
AFL A 0.12%
MAR A 0.12%
ADSK B 0.12%
FDX F 0.12%
NXPI F 0.12%
MRVL C 0.12%
BK A 0.11%
SRE C 0.11%
APO A 0.11%
URI C 0.11%
ABNB D 0.11%
O C 0.11%
OKE A 0.11%
TFC D 0.11%
COF A 0.11%
NSC C 0.11%
PSA C 0.11%
HLT A 0.11%
DHI C 0.11%
AMP A 0.1%
ROST D 0.1%
TTD A 0.1%
MET A 0.1%
ALL A 0.1%
CCI D 0.1%
GM D 0.1%
PCAR D 0.1%
FTNT A 0.1%
JCI C 0.1%
SPG A 0.1%
DLR C 0.1%
LNG A 0.09%
IQV F 0.09%
MPWR B 0.09%
A B 0.09%
PRU B 0.09%
PWR A 0.09%
DASH A 0.09%
LEN C 0.09%
CMI A 0.09%
KMI A 0.09%
PEG A 0.09%
PAYX B 0.09%
CPRT B 0.09%
LHX A 0.09%
GWW B 0.09%
MSCI B 0.09%
FIS A 0.09%
AIG C 0.09%
EXR D 0.08%
BKR B 0.08%
CBRE C 0.08%
CNC F 0.08%
DOW B 0.08%
SYY D 0.08%
AME C 0.08%
HES D 0.08%
EW F 0.08%
KVUE C 0.08%
PCG C 0.08%
IDXX D 0.08%
IR A 0.08%
VST A 0.08%
FAST C 0.08%
EXC C 0.08%
RCL B 0.08%
F D 0.08%
HWM A 0.08%
STZ D 0.08%
MCHP F 0.08%
XYL C 0.07%
COIN F 0.07%
CHTR D 0.07%
EBAY A 0.07%
EIX C 0.07%
TRGP A 0.07%
VICI C 0.07%
DDOG B 0.07%
DFS A 0.07%
HPQ B 0.07%
IRM B 0.07%
RMD C 0.07%
GEHC C 0.07%
SNOW F 0.07%
MNST D 0.07%
SQ D 0.07%
EFX D 0.07%
NUE D 0.07%
ODFL F 0.07%
DD C 0.07%
VRT B 0.07%
BIIB F 0.06%
ANSS D 0.06%
ETR A 0.06%
ADM F 0.06%
NDAQ C 0.06%
AWK D 0.06%
FITB C 0.06%
MTB A 0.06%
LULU D 0.06%
AXON A 0.06%
CPNG C 0.06%
NVR C 0.06%
ARES A 0.06%
PHM C 0.06%
ROK D 0.06%
CSGP F 0.06%
VEEV C 0.06%
ON F 0.06%
PPG D 0.06%
DAL C 0.06%
AVB C 0.06%
WAB A 0.06%
VMC D 0.06%
MTD C 0.06%
MLM F 0.06%
TSCO A 0.06%
FE C 0.05%
EL D 0.05%
RBLX D 0.05%
HUBB A 0.05%
STE D 0.05%
ES D 0.05%
RJF B 0.05%
BLDR C 0.05%
TROW D 0.05%
NET D 0.05%
SW C 0.05%
DECK B 0.05%
PPL C 0.05%
WY C 0.05%
TYL D 0.05%
LYB B 0.05%
TTWO D 0.05%
GPN F 0.05%
TEAM D 0.05%
EQR C 0.05%
VTR C 0.05%
DVN F 0.05%
BRO A 0.05%
STT A 0.05%
SBAC C 0.05%
DOV C 0.05%
IFF D 0.05%
VLTO A 0.05%
HAL D 0.05%
DXCM F 0.05%
HPE B 0.05%
CAH B 0.05%
FTV C 0.05%
FDS C 0.04%
LUV B 0.04%
EXPD D 0.04%
CCL C 0.04%
WBD F 0.04%
ALGN D 0.04%
DG F 0.04%
TPL A 0.04%
NTRS B 0.04%
MDB D 0.04%
ARE D 0.04%
CFG C 0.04%
UAL A 0.04%
BAX D 0.04%
CTRA D 0.04%
MAA D 0.04%
MAS C 0.04%
EXPE B 0.04%
ESS D 0.04%
STLD C 0.04%
LII C 0.04%
ZBRA B 0.04%
CNP B 0.04%
NRG A 0.04%
GPC D 0.04%
BBY C 0.04%
DRI C 0.04%
INVH D 0.04%
PINS D 0.04%
PFG A 0.04%
SYF A 0.04%
OMC C 0.04%
CLX C 0.04%
TRU C 0.04%
HBAN B 0.04%
TER C 0.04%
MKC C 0.04%
RF B 0.04%
EQT C 0.04%
BALL C 0.04%
SMCI F 0.04%
WAT B 0.04%
LVS B 0.04%
MRNA F 0.04%
CINF A 0.04%
WDC C 0.04%
ZBH F 0.04%
CPAY A 0.04%
WST D 0.04%
ILMN B 0.04%
LDOS A 0.04%
ELS D 0.03%
BXP B 0.03%
SJM D 0.03%
DOCU A 0.03%
EQH B 0.03%
ALLE A 0.03%
CPT C 0.03%
EMN C 0.03%
JKHY A 0.03%
WPC C 0.03%
FLEX B 0.03%
UHS D 0.03%
UDR C 0.03%
BG F 0.03%
VTRS D 0.03%
JBHT D 0.03%
POOL D 0.03%
EVRG C 0.03%
AES C 0.03%
RGA B 0.03%
DLTR F 0.03%
CAG D 0.03%
DT B 0.03%
CE D 0.03%
ENPH F 0.03%
OC C 0.03%
KEY B 0.03%
TRMB B 0.03%
SNA C 0.03%
KIM C 0.03%
RVTY C 0.03%
NI A 0.03%
SWKS F 0.03%
ZS F 0.03%
PNR C 0.03%
FNF C 0.03%
MRO B 0.03%
DOC C 0.03%
HEI C 0.03%
SSNC C 0.03%
IEX D 0.03%
CF A 0.03%
ZM B 0.03%
AMCR C 0.03%
PODD C 0.03%
SUI D 0.03%
IP C 0.03%
LYV A 0.03%
TXT F 0.03%
BURL C 0.03%
SWK C 0.03%
APTV D 0.03%
ENTG D 0.03%
J F 0.03%
WSO C 0.03%
LPLA D 0.03%
AVTR D 0.03%
AVY D 0.03%
PAYC D 0.02%
MOS F 0.02%
CG B 0.02%
APA F 0.02%
MGM D 0.02%
DAY C 0.02%
LW D 0.02%
FOXA B 0.02%
QRVO F 0.02%
WYNN B 0.02%
TAP D 0.02%
CRL F 0.02%
NWSA D 0.02%
CNH C 0.02%
SCCO B 0.02%
Z C 0.02%
HII F 0.02%
LKQ F 0.02%
EPAM F 0.02%
ALB D 0.02%
TWLO B 0.02%
EWBC B 0.02%
HEI C 0.02%
RPRX D 0.02%
CCK C 0.02%
TFX C 0.02%
OKTA F 0.02%
IPG D 0.02%
SNAP D 0.02%
REG C 0.02%
KMX F 0.02%
TECH D 0.02%
HST D 0.02%
EXAS C 0.02%
AGR C 0.01%
NWS D 0.01%
ZG C 0.01%
WLK C 0.01%
FOX B 0.01%
BEN F 0.01%
WBA F 0.01%
U D 0.01%
CRBG B 0.01%
BSY D 0.01%
ACI F 0.01%
LEN C 0.0%
BBUS Underweight 10 Positions Relative to USMV
Symbol Grade Weight
WCN D -1.48%
CBOE B -0.87%
ERIE A -0.54%
FWONK D -0.3%
AIZ B -0.29%
AZPN A -0.22%
TW A -0.18%
UTHR C -0.14%
TEL D -0.07%
KNX D -0.06%
Compare ETFs