BBUS - ETF AI Analysis
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JP Morgan Betabuilders U.S. Equity ETF (BBUS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Several of the largest holdings, including major technology and internet companies, have shown strong recent performance, helping drive the ETF’s returns.
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time compared with higher-cost ETFs.
Broad U.S. Sector Coverage
Holdings spread across technology, financials, communication services, consumer sectors, health care, and more provide diversification across much of the U.S. stock market.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the fund is invested in technology stocks, which can increase volatility if that sector falls out of favor.
Concentration in a Few Giant Stocks
A small number of mega-cap companies make up a significant share of the portfolio, so weakness in these names can have an outsized impact on the ETF.
Limited International Diversification
With almost all assets in U.S. stocks and only a tiny allocation abroad, the fund offers little geographic diversification for investors seeking global exposure.
BBUS vs. SPDR S&P 500 ETF (SPY)
AUM8.39B
RegionNorth America
Expense Ratio0.02%
Beta1.00
IssuerJPMorgan
Inception DateMar 12, 2019
Dividend Yield1%
Asset ClassEquity
Index TrackedMorningstar US Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume207,318
30 Day Avg. Volume254,393
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
159.45Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering491
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBUS Summary
BBUS is the JP Morgan Betabuilders U.S. Equity ETF, which follows the Morningstar US Target Market Exposure Index to track almost the entire U.S. stock market. It holds a wide mix of large, mid, and small companies across many sectors, with big names like Apple and Nvidia among its top positions. Someone might invest in BBUS to get instant diversification and long-term growth potential from the overall U.S. market in a single investment. A key risk is that it can rise or fall with the U.S. stock market, and it has a heavy tilt toward technology companies.
How much will it cost me?The JP Morgan Betabuilders U.S. Equity ETF (BBUS) has an expense ratio of 0.02%, which means you’ll pay $0.20 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The JP Morgan Betabuilders U.S. Equity ETF (BBUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting growth stocks, or if broader economic conditions weaken, affecting consumer spending and financial markets. Regulatory changes targeting major tech firms or shifts in sector trends could also influence its future performance.
BBUS Top 10 Holdings
BBUS is riding a powerful Big Tech and AI wave, with Nvidia, Apple, and Microsoft sitting in the driver’s seat. Nvidia and Apple have been rising smartly, helping pull the fund higher, while Microsoft’s more mixed, recently losing a bit of steam. Amazon and Alphabet are also humming along, giving the ETF a strong tilt toward U.S. megacap tech and communication services, even though it’s billed as a broad market play. With all of its money parked in U.S. stocks, BBUS lives and dies by America’s tech-heavy market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.53% | $630.04M | $4.96T | 44.53% | 76 Outperform | |
| Apple | 6.81% | $569.09M | $4.34T | 48.20% | 79 Outperform | |
| Microsoft | 4.55% | $380.45M | $2.90T | -17.73% | 79 Outperform | |
| Amazon | 3.72% | $311.03M | $2.60T | 12.47% | 71 Outperform | |
| Alphabet Class A | 3.27% | $273.38M | $4.33T | 105.92% | 85 Outperform | |
| Alphabet Class C | 2.83% | $236.84M | $4.33T | 103.64% | 82 Outperform | |
| Broadcom | 2.81% | $235.38M | $1.83T | 53.63% | 76 Outperform | |
| Meta Platforms | 1.95% | $163.17M | $1.44T | -16.97% | 76 Outperform | |
| Tesla | 1.77% | $147.64M | $1.50T | 24.94% | 73 Outperform | |
| Micron | 1.76% | $146.95M | $1.12T | 749.14% | 79 Outperform |
BBUS Technical Analysis
Positive
―
Price Trends
130.26
Positive
126.04
Positive
123.59
Positive
Market Momentum
0.71
Positive
52.57
Neutral
30.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 134.31, equal to the 50-day MA of 130.26, and equal to the 200-day MA of 123.59, indicating a neutral trend. The MACD of 0.71 indicates Positive momentum. The RSI at 52.57 is Neutral, neither overbought nor oversold. The STOCH value of 30.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBUS.
BBUS Peer Comparison
Comparison Results
Performance Comparison
BBUS
JP Morgan Betabuilders U.S. Equity ETF
133.63
25.75
23.87%
AKRE
Akre Focus ETF
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DSI
iShares MSCI KLD 400 Social ETF
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VTHR
Vanguard Russell 3000 ETF
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QLTY
GMO U.S. Quality ETF
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USPX
Franklin LibertyQ Global Equity ETF
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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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