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BBAG
-0.11 · -0.23%
$46.33 · NYSE ARCA

JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) ETF Analysis | Intermediate Core Bond

JPMorgan · USA
AUM:$1.1B
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

BBAG returned +4.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.03% — among the lowest available for this category.

What is BBAG?

The underlying index covers the U. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
BBAG returned 4.6% over the past year.
Ultra-Low Expense Ratio
Expense ratio of 0.03% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 2.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.1B
Expense Ratio0.03%
Dividend Yield4.33%
Holdings1
Inception DateDec 2018
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta1.00
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.5%
1Y
+0.4%
3Y
+11.1%
5Y
-3.3%
OpenBook InsightIf you had invested £10,000 in BBAG 5 years ago, it would have fallen to £9,667 — a loss of £333.

Annual Returns

Calendar year performance

BBAG delivered positive returns in 3 of the last 5 calendar years.
YearBBAG
2026 YTD-1.6%
2025+7.2%
2024+1.6%
2023+4.8%
2022-12.6%
CAGR 4yr-0.1%
3/5 positive yearsAvg return: -0.1%Worst year: -12.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.6%
Low
Momentum
-0.5%
30-day change
Support Level
45.08
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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