JPMorgan BetaBuilders Competition

BBCA Etf

USD 96.01 -1.09 -1.12%

JPMorgan BetaBuilders competes with IShares SAMPP, Schwab Fundamental, JP Morgan, Vanguard Energy, and IShares Global and other related companies. The peer set adds context for comparison. Peer comparison for JPMorgan BetaBuilders provides quick context before deeper valuation work.

JPMorgan BetaBuilders vs IShares MSCI Correlation Summary

Very poor diversification

The correlation between BBCA and VLUE is 0.84, which Macroaxis classifies as Very poor diversification for the selected horizon. Used correctly, the chart helps investors judge whether adding the second position genuinely diversifies the first.

Moving together with JPMorgan Etf

1.0	EWC	iShares MSCI Canada	Pair Corr
0.91	EWU	iShares MSCI United	Pair Corr
0.91	EWY	iShares MSCI South	Pair Corr
0.9	EWA	iShares MSCI Australia	Pair Corr

Moving against JPMorgan Etf

0.85

FNGU

MicroSectors FANG Index Symbol Change

Pair Corr

Specify up to 10 symbols:

The concept of mean reversion suggests that JPMorgan BetaBuilders' price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.

Hype

Prediction

Low	Estimated	High
94.93	95.89	96.85

Details

Intrinsic

Valuation

Low	Real	High
86.49	104.10	105.06

Details

Naive

Forecast

Low	Next	High
93.69	94.66	95.62

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
94.88	97.54	100.21

Details

Competitive analysis for JPMorgan BetaBuilders compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.

JPMorgan BetaBuilders Competition Correlation Matrix

Correlation analysis between JPMorgan BetaBuilders Canada and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	IJK	FNDA	JIRE	VENAX	IGF	VDE	VIGI	SDVY	INDA	VLUE
IJK		0.94	0.92	0.85	0.86	0.85	0.82	0.93	-0.44	0.92	IJK
FNDA	0.94		0.92	0.79	0.79	0.79	0.86	0.98	-0.31	0.95	FNDA
JIRE	0.92	0.92		0.81	0.88	0.81	0.93	0.95	-0.25	0.96	JIRE
VENAX	0.85	0.79	0.81		0.96	1.0	0.59	0.84	-0.63	0.86	VENAX
IGF	0.86	0.79	0.88	0.96		0.96	0.7	0.87	-0.49	0.86	IGF
VDE	0.85	0.79	0.81	1.0	0.96		0.59	0.84	-0.63	0.86	VDE
VIGI	0.82	0.86	0.93	0.59	0.7	0.59		0.87	0.03	0.83	VIGI
SDVY	0.93	0.98	0.95	0.84	0.87	0.84	0.87		-0.3	0.96	SDVY
INDA	-0.44	-0.31	-0.25	-0.63	-0.49	-0.63	0.03	-0.3		-0.37	INDA
VLUE	0.92	0.95	0.96	0.86	0.86	0.86	0.83	0.96	-0.37		VLUE
	IJK	FNDA	JIRE	VENAX	IGF	VDE	VIGI	SDVY	INDA	VLUE

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High positive correlations

VDE	+ 1.0	VENAX
SDVY	+ 0.98	FNDA
VLUE	+ 0.96	JIRE
IGF	+ 0.96	VENAX
VDE	+ 0.96	IGF
VLUE	+ 0.96	SDVY

High negative correlations

INDA	- 0.63	VDE
INDA	- 0.63	VENAX
INDA	- 0.49	IGF
INDA	- 0.44	IJK
VLUE	- 0.37	INDA
INDA	- 0.31	FNDA

JPMorgan BetaBuilders Constituents Risk-Adjusted Indicators

There is a big difference between JPMorgan Etf performing well and JPMorgan BetaBuilders ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze JPMorgan BetaBuilders' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
IJK	0.82	0.10	0.10	0.07	0.86	-0.90	1.71	-1.59	6.17
FNDA	0.78	0.07	0.07	0.04	0.98	-0.79	1.70	-1.75	5.32
JIRE	0.66	0.09	0.09	0.09	1.01	-0.63	1.37	-1.67	5.60
VENAX	1.07	0.34	0.29	1.26	0.86	-1.21	2.52	-1.87	5.11
IGF	0.50	0.13	0.24	0.42	0.38	-0.56	1.28	-0.80	3.39
VDE	1.08	0.34	0.29	1.23	0.86	-1.25	2.57	-1.85	5.09
VIGI	0.59	0.01	0.02	-0.01	0.88	-0.53	0.90	-1.40	4.42
SDVY	0.70	0.08	0.09	0.05	0.78	-0.81	2.01	-1.43	4.47
INDA	0.67	-0.13	0.00	-0.26	0.00	0.00	0.94	-1.65	5.50
VLUE	0.81	0.15	0.16	0.13	0.81	-0.92	1.92	-1.55	4.74

JPMorgan BetaBuilders Competitive Analysis

Analyzing JPMorgan BetaBuilders alongside its competitors can reveal how well the company is executing relative to peers. For longer-term investors, tracking JPMorgan BetaBuilders' market share trends against competition is a key input for investment decisions.

Better Than Average

Worse Than Peers

View Performance Chart

	BBCA	IJK	FNDA	JIRE	VENAX	IGF	VDE	VIGI	SDVY	INDA
	1.12 96.01 JPMorgan	2.57 100.14 IShares	2.04 32.13 Schwab	1.64 76.12 JIRE	0.76 81.01 Vanguard	0.36 66.59 IShares	0.77 162.15 Vanguard	1.20 89.50 Vanguard	1.35 39.42 First	1.52 48.52 IShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Contained	Soft	Mild	Constructive	Constructive	Constructive	Weak	Mild	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Buy	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Hold
Net Asset	5.64 B	6.25 B	5.06 B	4.77 B	4.99 B	3.17 B	11.02 B	3.59 B	819.62 M	4.24 B
Price To Book	N/A	3.4	1.82	N/A	1.7	1.76	1.67	2.53	N/A	2.76
Five Year Return	13.4	7.1	7.1	9.7	21.51	12.2	21.0	4.5	8.9	4.7
One Year Return	39.3	20.0	19.3	24.5	35.4	32.6	38.0	11.3	21.5	2.1
Last Dividend Paid	0.12	0.4	0.12	N/A	0.03	0.44	0.92	0.3	0.088	0.033
Beta	0.99	1.14	1.18	0.98	N/A	0.81	0.52	0.84	1.18	0.34
Price To Earning	N/A	1.98	20.3	N/A	5.29	19.59	10.68	19.56	N/A	18.64
Price To Sales	N/A	2.22	0.91	N/A	1.42	1.62	1.4	2.02	N/A	1.79
Equity Positions Weight	99.53	99.88	99.94	96.65	98.51	99.5	99.46	99.48	99.39	99.5
Cash Position Weight	N/A	N/A	N/A	N/A	1.49	N/A	N/A	N/A	N/A	N/A
Three Year Return	21.4	12.3	10.2	16.9	14.66	16.1	13.0	11.1	16.4	7.8
Annual Yield	N/A	N/A	N/A	N/A	0.0248	N/A	N/A	N/A	N/A	N/A
Year To Date Return	N/A	N/A	N/A	N/A	26.34	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	10.8	10.5	9.2	-1.58	9.2	10.2	8.0	N/A	7.9
Day Typical Price	96.28	100.69	32.2	76.15	81.01	66.75	162.37	89.68	39.46	48.64
Accumulation Distribution	3147.01	13194.81	0.0068	0.0013	N/A	6644.54	22233.56	4111.44	0.0028	147732.0
Market Facilitation Index	0.0	0.0	0.22	0.1	N/A	0.0	0.0	0.0	0.11	N/A
Daily Balance Of Power	-1.15	-1.60	-3.05	-12.70	9.2 T	-0.37	0.4147	-1.35	-4.91	-1.32
Period Momentum Indicator	-1.09	-2.64	-0.67	-1.27	0.61	-0.24	1.24	-1.09	-0.54	-0.75
Rate Of Daily Change	0.99	0.97	0.98	0.98	1.01	1.0	1.01	0.99	0.99	0.98
Day Median Price	96.42	100.97	32.24	76.17	81.01	66.83	162.49	89.78	39.48	48.69
Price Action Indicator	-0.95	-2.15	-0.44	-0.68	0.3	-0.35	0.29	-0.82	-0.32	-0.55
Relative Strength Index	49.8	44.11	39.43	42.53	68.95	54.91	68.98	38.7	40.11	30.94
Coefficient Of Variation	843.83	1234.8	1732.44	1093.05	394.14	489.27	395.51	19673.98	1473.34	-707.29
Mean Deviation	0.6659	0.821	0.7792	0.6615	1.07	0.4974	1.08	0.5914	0.6997	0.6683
Jensen Alpha	0.1158	0.0997	0.0735	0.0909	0.3367	0.1283	0.3362	0.0076	0.0757	-0.13
Total Risk Alpha	0.1265	0.106	0.077	0.099	0.3674	0.1397	0.3669	0.0144	0.0793	-0.11
Sortino Ratio	0.1018	0.0984	0.0671	0.0853	0.2913	0.2373	0.2906	0.0164	0.0867	N/A
Downside Variance	1.44	0.9888	1.09	1.24	1.46	0.3639	1.46	0.8016	0.7439	N/A
Standard Deviation	0.9388	1.07	1.03	0.9206	1.34	0.6472	1.35	0.7632	0.9418	0.9055
Kurtosis	4.75	0.9997	0.5441	2.36	-0.30	0.5015	-0.32	0.9989	0.3797	2.12
Potential Upside	1.35	1.71	1.7	1.37	2.52	1.28	2.57	0.8977	2.01	0.9436
Treynor Ratio	0.1454	0.0709	0.0424	0.0925	1.26	0.4197	1.23	-0.01	0.0517	-0.26
Maximum Drawdown	5.27	6.17	5.32	5.6	5.11	3.39	5.09	4.42	4.47	5.5
Variance	0.8813	1.15	1.05	0.8474	1.81	0.4188	1.81	0.5825	0.887	0.8199
Market Risk Adjusted Performance	0.1554	0.0809	0.0524	0.1025	1.27	0.4297	1.24	7.0E-4	0.0617	-0.25
Risk Adjusted Performance	0.0934	0.0655	0.0471	0.0724	0.2005	0.1562	0.1999	0.0038	0.0543	-0.11
Skewness	-1.45	0.2765	0.0273	-0.86	0.0158	-0.02	0.0237	-0.49	0.2597	0.2379
Semi Deviation	1.08	0.8599	0.9804	1.01	0.8558	0.3779	0.857	0.8769	0.7839	N/A
Information Ratio	0.1301	0.0911	0.0683	0.1033	0.2618	0.2211	0.2609	0.0193	0.0794	-0.13
Value At Risk	-1.59	-1.59	-1.75	-1.67	-1.87	-0.80	-1.85	-1.40	-1.43	-1.65
Expected Short fall	-0.65	-0.90	-0.79	-0.63	-1.21	-0.56	-1.25	-0.53	-0.81	N/A
Downside Deviation	1.2	0.9944	1.05	1.11	1.21	0.6032	1.21	0.8953	0.8625	N/A
Semi Variance	1.16	0.7395	0.9612	1.02	0.7323	0.1428	0.7345	0.7689	0.6144	N/A

JPMorgan BetaBuilders Peer Performance Charts

How to Analyze JPMorgan BetaBuilders Against Peers

JPMorgan BetaBuilders' peer analysis compares JPMorgan BetaBuilders with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether JPMorgan BetaBuilders trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where JPMorgan BetaBuilders leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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JPMorgan BetaBuilders Competition

JPMorgan BetaBuilders vs IShares MSCI Correlation Summary

Very poor diversification

Moving together with JPMorgan Etf

Moving against JPMorgan Etf

Specify up to 10 symbols:

JPMorgan BetaBuilders Competition Correlation Matrix

High positive correlations

High negative correlations

JPMorgan BetaBuilders Constituents Risk-Adjusted Indicators

JPMorgan BetaBuilders Competitive Analysis

JPMorgan BetaBuilders Peer Performance Charts

How to Analyze JPMorgan BetaBuilders Against Peers

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