Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: BBCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.58% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 42.54 - 45.53 | Updated Date 06/30/2025 |
52 Weeks Range 42.54 - 45.53 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
ETF Overview
Overview
The JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBIG) seeks to track the investment results of an index composed of USD-denominated, investment-grade corporate bonds. It aims to provide broad exposure to the U.S. corporate bond market.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long track record in asset management.
Management Expertise
JPMorgan has extensive experience in managing fixed-income ETFs, with a team of professionals dedicated to bond portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of USD-denominated, investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg US Corporate Investment Grade Index.
Composition The ETF holds a portfolio of USD-denominated, investment-grade corporate bonds.
Market Position
Market Share: BBIG holds a moderate market share within the investment-grade corporate bond ETF segment.
Total Net Assets (AUM): 881347136
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Corporate Bond ETF (VTC)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITRM)
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive, dominated by large issuers like BlackRock and Vanguard. BBIG competes primarily on expense ratio and tracking efficiency, but its smaller size can impact liquidity compared to larger competitors. Its advantages lie in JPMorgan's brand and potentially lower fees, while disadvantages include less liquidity than LQD or VTC.
Financial Performance
Historical Performance: Historical performance data is available from JPMorgan's website and financial data providers.
Benchmark Comparison: The ETF's performance is compared to the Bloomberg US Corporate Investment Grade Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, reflecting its AUM and investor interest.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the liquidity of the underlying bond market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads significantly impact the ETF's performance.
Growth Trajectory
Growth depends on inflows into fixed-income ETFs and the overall health of the corporate bond market.
Moat and Competitive Advantages
Competitive Edge
BBIG benefits from JPMorgan's established reputation in asset management and its low expense ratio. This low expense ratio makes it attractive to cost-conscious investors. Its investment strategy is straightforward and focuses on tracking the Bloomberg US Corporate Investment Grade Index. The broad diversification within investment-grade corporate bonds helps mitigate risk. However, it lacks a distinct differentiator beyond cost compared to larger competitors like LQD.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the nature of investment-grade corporate bonds.
Market Risk
The ETF is subject to interest rate risk, credit risk, and inflation risk, which can impact its value.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and diversification within their fixed-income portfolio.
Market Risk
The ETF is best suited for long-term investors seeking passive exposure to investment-grade corporate bonds.
Summary
The JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBIG) offers a cost-effective way to gain exposure to the U.S. investment-grade corporate bond market. It tracks the Bloomberg US Corporate Investment Grade Index and provides broad diversification. While it competes with larger, more liquid ETFs, its low expense ratio makes it an attractive option for cost-conscious investors. However, potential investors should consider interest rate risk and credit risk when evaluating BBIG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is market capitalization weighted and is designed to measure the performance of U.S. dollar denominated investment grade corporate debt publicly issued in the U.S. domestic market. The underlying index is a component of the Bloomberg U.S. Credit and Bloomberg U.S. Aggregate indices.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.