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BBAX - ETF AI Analysis

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BBAX

JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX)

Rating:66Neutral
Price Target:
BBAX, the JPMorgan BetaBuilders Developed Asia ex-Japan ETF, has a solid overall rating driven mainly by strong, diversified financial holdings like DBS Group and AIA Group, which show robust profitability, positive earnings call sentiment, and supportive valuations. Large positions in major Australian banks such as Commonwealth Bank, Westpac, NAB, and ANZ also help, though issues like high leverage, mixed profit trends, and some bearish or overbought technical signals, along with pockets of overvaluation in names like Wesfarmers and Hong Kong Exchanges, introduce risk. The main risk factor is the fund’s heavy concentration in financial institutions across a limited set of Asia-Pacific markets, which can amplify the impact of sector or regional downturns.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Large Asset Base
The ETF manages a sizable amount of assets, which can support better liquidity and trading efficiency for investors.
Negative Factors
Heavy Country Concentration
A large majority of the portfolio is invested in Australia, meaning the fund is heavily exposed to that single market.
Financial Sector Dominance
Nearly half of the ETF is in financial stocks, so weakness in banks and other financial companies could significantly hurt performance.
Mixed Performance Among Top Holdings
While several major positions have performed strongly, a few key holdings have been weak, which can drag on overall returns.

BBAX vs. SPDR S&P 500 ETF (SPY)

BBAX Summary

BBAX is the JPMorgan BetaBuilders Developed Asia ex-Japan ETF, which tracks the Morningstar Developed Asia Pacific ex-Japan Index. It invests in a wide range of companies from countries like Australia, Hong Kong, and Singapore. Big names in the fund include Commonwealth Bank of Australia and BHP Group. Investors might consider BBAX to diversify internationally and tap into the growth of developed Asian markets without picking individual stocks. A key risk is that it is heavily tilted toward financial companies and Asian markets, so its value can go up and down based on regional economic and banking sector conditions.
How much will it cost me?The expense ratio for the JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX) is 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average because BBAX is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?BBAX could benefit from economic growth in developed Asia-Pacific countries like Australia and Singapore, especially if sectors like financials and materials, which dominate its holdings, perform well. However, challenges such as rising interest rates or regulatory changes in these regions could negatively impact financial institutions and real estate, which are significant components of the ETF. Global economic uncertainty or trade tensions could also affect the ETF's performance given its exposure to export-driven economies.

BBAX Top 10 Holdings

BBAX is largely steered by big Australian and Singaporean banks, with Commonwealth Bank of Australia and Macquarie Group doing much of the heavy lifting as their shares have been rising and adding momentum. BHP is another bright spot, giving the fund a strong materials tailwind. On the softer side, AIA Group and DBS have been more mixed, occasionally losing steam and tempering overall gains, while Wesfarmers has lagged a bit. Sector-wise, this is very much a financials-first, developed Asia ex-Japan play, anchored in Australia, Hong Kong, and Singapore.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Commonwealth Bank of Australia9.51%$602.58MAU$291.71B6.28%
64
Neutral
BHP Group Ltd8.82%$558.87MAU$285.03B66.90%
68
Neutral
AIA Group4.96%$314.30MHK$858.00B55.08%
72
Outperform
Westpac Banking4.34%$275.17MAU$133.26B46.60%
69
Neutral
DBS Group Holdings4.15%$263.20MS$161.69B37.07%
78
Outperform
National Australia Bank Limited3.99%$252.89MAU$122.60B45.37%
64
Neutral
ANZ Group Holdings3.54%$224.22MAU$109.04B37.33%
70
Outperform
Hong Kong Exchanges & Clearing2.87%$181.67MHK$520.85B20.49%
69
Neutral
Macquarie Group Limited2.75%$174.32MAU$84.90B33.08%
56
Neutral
Wesfarmers Limited2.74%$173.86MAU$84.24B7.12%
68
Neutral

BBAX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
61.27
Positive
100DMA
59.43
Positive
200DMA
57.10
Positive
Market Momentum
MACD
0.37
Positive
RSI
49.37
Neutral
STOCH
17.18
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBAX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 61.63, equal to the 50-day MA of 61.27, and equal to the 200-day MA of 57.10, indicating a neutral trend. The MACD of 0.37 indicates Positive momentum. The RSI at 49.37 is Neutral, neither overbought nor oversold. The STOCH value of 17.18 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBAX.

BBAX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.35B0.19%
66
Neutral
$6.77B0.59%
58
Neutral
$6.55B0.61%
67
Neutral
$6.12B0.48%
69
Neutral
$3.45B0.09%
70
Outperform
$2.13B0.47%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBAX
JPMorgan BetaBuilders Developed Asia ex-Japan ETF
61.16
12.80
26.47%
MCHI
iShares MSCI China ETF
INDA
iShares MSCI India ETF
DXJ
WisdomTree Japan Hedged Equity Fund
FLJP
Franklin FTSE Japan ETF
EPP
iShares MSCI Pacific ex-Japan ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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