BBCA - ETF AI Analysis
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JPMorgan BetaBuilders Canada ETF (BBCA)
BBCA, the JPMorgan BetaBuilders Canada ETF, earns a solid overall rating thanks to its heavy exposure to strong Canadian banks like Royal Bank of Canada and Toronto-Dominion, which show solid financial performance, positive earnings sentiment, and reasonable valuations. Energy and resource names such as Canadian Natural and Agnico Eagle further support the rating with robust operations, growth prospects, and dividends, while holdings like Enbridge introduce some risk due to higher leverage and financial challenges. The main risk factor is the fund’s concentration in Canadian financial and energy sectors, which can make performance more sensitive to sector-specific and macroeconomic conditions.
BBCA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 11.62B
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 0.57
- Issuer
- JPMorgan
- Inception Date
- Aug 07, 2018
- Dividend Yield
- 1.69%
- Asset Class
- Equity
- Index Tracked
- Morningstar Canada Target Market Exposure Index
BBCA Summary
JPMorgan BetaBuilders Canada ETF (BBCA) is a fund that aims to track the Morningstar Canada Target Market Exposure Index, giving you broad exposure to the Canadian stock market. It holds many types of companies, with a big focus on banks and energy firms. Well-known holdings include Royal Bank of Canada and Shopify. Someone might invest in BBCA to easily diversify into Canada’s economy and gain long-term growth potential across many sectors. A key risk is that the fund is heavily tilted toward financial and energy stocks, so its value can rise or fall with those sectors and the overall market.
How much will it cost me?
The JPMorgan BetaBuilders Canada ETF (BBCA) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, aiming to track the performance of the Canadian stock market rather than actively selecting stocks.
What would affect this ETF?
The JPMorgan BetaBuilders Canada ETF (BBCA) could benefit from positive trends in the Canadian financial sector, which makes up a significant portion of its holdings, as well as growth in technology and energy industries driven by innovation and global demand. However, it may face challenges from fluctuating commodity prices affecting the energy and materials sectors, or economic pressures such as rising interest rates that could impact financial institutions and consumer spending. Regulatory changes in Canada or global economic instability could also influence the ETF's performance.
BBCA Top 10 Holdings
BBCA leans heavily on Canada’s big banks, with Royal Bank of Canada, TD, and Bank of Montreal acting as the core engine: they’ve been steady to rising over the year, even if they’ve lost a bit of spark in recent months. Shopify adds a tech twist but has been mixed, recently lagging and dampening some of that growth story. On the resource side, Suncor and Canadian Natural are rising and giving the fund a strong energy tailwind, while Enbridge has been dragging. Overall, it’s a Canada-first play, concentrated in financials and energy with a dash of tech.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RY | Royal Bank Of Canada | ― | ― | ― | ― | 75Outperform |
 SHOP | Shopify | ― | ― | ― | ― | 77Outperform |
 TSE:TD | Toronto Dominion Bank | 6.40% | $742.79M | CAD 286.56B | 52.72% | 74Outperform |
 TSE:BMO | Bank Of Montreal | 3.78% | $438.81M | CAD 162.95B | 33.97% | 74Outperform |
 TSE:BNS | Bank Of Nova Scotia | 3.62% | $420.32M | CAD 158.37B | 43.99% | 77Outperform |
 TSE:CNQ | Canadian Natural | 3.53% | $409.56M | CAD 157.62B | 81.23% | 81Outperform |
 ENB | Enbridge | ― | ― | ― | ― | 69Neutral |
 TSE:CM | Canadian Bank of Commerce | 3.31% | $384.07M | CAD 143.16B | 40.13% | 74Outperform |
 AEM | Agnico Eagle | ― | ― | ― | ― | 80Outperform |
 SU | Suncor Energy | ― | ― | ― | ― | 77Outperform |
BBCA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBCA, the sentiment is Positive. The current price of 103.71 is above the 20-day moving average (MA) of 101.94, below the 50-day MA of 104.06, and above the 200-day MA of 99.15, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 54.83 is Neutral, neither overbought nor oversold. The STOCH value of 87.63 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBCA.
BBCA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BBCA | $103.71 | $115.00(10.89% Upside) | $11.62B | 0.19% | 74Outperform |
 VTI | $375.54 | $461.87(22.99% Upside) | $691.75B | 0.03% | 73Outperform |
 VIG | $241.03 | $280.14(16.23% Upside) | $112.99B | 0.04% | 73Outperform |
 ITOT | $166.72 | $202.86(21.68% Upside) | $95.96B | 0.03% | 73Outperform |
 EWC | $60.28 | $69.88(15.93% Upside) | $7.41B | 0.50% | 74Outperform |
 FLCA | $53.80 | $62.62(16.38% Upside) | $860.57M | 0.09% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BBCA | JPMorgan BetaBuilders Canada ETF | 103.71 | 19.11 | 22.58% | |
| VTI | Vanguard Total Stock Market ETF | 375.54 | 48.37 | 14.78% | |
| VIG | Vanguard Dividend Appreciation ETF | 241.03 | 27.37 | 12.81% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 166.72 | 21.42 | 14.74% | |
| EWC | iShares MSCI Canada ETF | 60.28 | 10.96 | 22.23% | |
| FLCA | Franklin FTSE Canada ETF | 53.80 | 9.86 | 22.43% |
This 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.