IE00BJK9H753
IE00BJK9H753
BetaBuilders US Equity UCITS ETF
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About this ETF
The JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) seeks to track the Morningstar US Target Market Exposure index. The Morningstar US Target Market Exposure Index provides access to the largest US companies and covers approximately 85 percent of US market capitalization.
TER
0.04%
Total Expense Ratio per year
Fund Size
€94.85M
Assets under management
Holdings
467
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.89
Weighted Fwd P/E
18.25
💰 Revenue Estimates
Current Year CY
+26.29% ⌀ 32 Analysts Coverage
Next Year NY
+18.75% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+40.84% ⌀ 31 Analysts Coverage
Next Year NY
+29.04% ⌀ 31 Analysts Coverage
Related ETFs
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist
56.03 USD
TER 0.5% 1Y +13.5%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
05/06/2019 (7 yrs)
Index Group
Morningstar Region
-
Country
United States Sector
-
Strategy
-
Theme
-
Distribution Policy
Accumulating Replication
Optimized sampling Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.2% p.a.
Max Drawdown (5Y)
-25.3%
Sharpe Ratio (5Y)
0.65
Beta Factor
0.99
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
