BBUS - ETF AI Analysis
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JP Morgan Betabuilders U.S. Equity ETF (BBUS)
BBUS, the JP Morgan Betabuilders U.S. Equity ETF, earns a solid overall rating thanks to large positions in leaders like Apple, Microsoft, and Alphabet, which all show strong financial performance, positive earnings commentary, and promising growth in areas like cloud, AI, and services. Additional support comes from Nvidia, Broadcom, Meta, and Micron, which are also benefiting from AI-related growth, though many of these stocks carry high valuations and some mixed or bearish technical signals. The main risk is that the fund is heavily exposed to a concentrated group of mega-cap U.S. tech and AI-focused companies, so any downturn or reassessment of their rich valuations could weigh on the ETF.
BBUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 9.75B
- Region
- North America
- Expense Ratio
- 0.02%
- Beta
- 1.00
- Issuer
- JPMorgan
- Inception Date
- Mar 12, 2019
- Dividend Yield
- 1.01%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Target Market Exposure Index
BBUS Summary
BBUS is the JP Morgan Betabuilders U.S. Equity ETF, designed to follow the Morningstar US Target Market Exposure Index, which tracks almost the entire U.S. stock market. It holds a wide mix of large, mid, and small companies across many sectors, with big positions in well-known names like Apple, Microsoft, Amazon, and Tesla. Someone might invest in BBUS to get instant diversification and long-term growth potential from the overall U.S. economy in a single investment. A key risk is that it can rise or fall with the U.S. stock market, especially since it has a heavy tilt toward technology-related companies.
How much will it cost me?
BBUS has an expense ratio of 0.02%, which means you’ll pay about $0.20 per year for every $1,000 invested. This cost is much lower than the average ETF because BBUS is a passively managed fund that simply tracks a broad U.S. market index instead of paying managers to pick individual stocks.
What would affect this ETF?
BBUS is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, so continued innovation, strong corporate earnings, and a healthy U.S. economy could boost its performance. On the other hand, rising interest rates, tighter regulations on big tech, or a broad U.S. market downturn would likely hurt these top holdings and drag down the ETF, though its diversified exposure across many sectors offers some cushion.
BBUS Top 10 Holdings
BBUS is essentially riding the Big Tech wave, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Nvidia has cooled off recently, but its longer-term gains and AI story still give the fund a lift. Apple and Microsoft look steadier, helping smooth out bumps from lagging names like Alphabet, which has been losing steam, and Meta, where performance has been mixed. Tesla’s recent rebound adds some extra spark. With all top holdings rooted in U.S. markets and heavily tilted toward technology, BBUS is firmly a U.S. tech-driven story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.46% | $725.27M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.63% | $741.81M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.90% | $574.07M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.60% | $350.49M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.49% | $242.24M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.41% | $234.81M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.01% | $195.79M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 2.06% | $200.82M | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.71% | $166.07M | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.58% | $153.70M | $1.00T | 294.96% | 79Outperform |
BBUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBUS, the sentiment is Negative. The current price of 136.12 is below the 20-day moving average (MA) of 139.04, below the 50-day MA of 138.37, and above the 200-day MA of 130.92, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 39.70 is Neutral, neither overbought nor oversold. The STOCH value of 55.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBUS.
BBUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BBUS | $136.12 | $152.00(11.67% Upside) | $9.75B | 0.02% | 73Outperform |
 QLTY | $43.56 | $52.77(21.15% Upside) | $5.49B | 0.50% | 75Outperform |
 DSI | $142.93 | $178.62(24.97% Upside) | $5.47B | 0.25% | 74Outperform |
 VTHR | $332.77 | $419.68(26.12% Upside) | $4.90B | 0.06% | 73Outperform |
 AKRE | $59.09 | $71.20(20.49% Upside) | $4.89B | 0.98% | 68Neutral |
 USPX | $65.98 | $81.37(23.34% Upside) | $2.07B | 0.03% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 136.12 | 13.64 | 11.14% | |
| QLTY | GMO U.S. Quality ETF | 43.56 | 6.51 | 17.56% | |
| DSI | iShares MSCI KLD 400 Social ETF | 142.93 | 14.04 | 10.90% | |
| VTHR | Vanguard Russell 3000 ETF | 332.77 | 35.06 | 11.78% | |
| AKRE | Akre Focus ETF | 59.09 | -5.54 | -8.57% | |
| USPX | Franklin LibertyQ Global Equity ETF | 65.97 | 6.62 | 11.15% |
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.