SGLCvsBBUSETF Comparison
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SGI U.S. Large Cap Core ETF (SGLC) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS) belong to the same industry segment: US Large Cap. SGLC's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, BBUS's top sector exposures are Technology, Finance and Healthcare. SGLC is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.02% for BBUS. SGLC is up 11.31% year-to-date (YTD) with +$95M in YTD flows. BBUS performs worse with 7.83% YTD performance, and +$2.13B in YTD flows. Run a side-by-side ETF comparison of SGLC and BBUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SGLC vs BBUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SGLC BBUS | -7.41%-5.71% | -6.35%-4.72% | +11.31%+7.83% | +14.76%+8.66% | +69.53%+74.44% | n/a+64.17% |
| Flows | SGLC BBUS | +$17M+$344M | +$29M+$681M | +$95M+$2.13B | +$101M+$2.68B | +$73M+$4.91B | -+$6.40B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SGLC BBUS | +14.64%+13.64% | +15.12%+13.72% | +15.88%+15.28% | n/a+17.42% |
| Max drawdown | SGLC BBUS | -8.07%-6.28% | -10.17%-9.15% | -19.49%-19.04% | n/a-25.46% |
| Max drawdown duration | SGLC BBUS | 30d30d | 74d77d | 174d126d | n/a715d |
Trading data
SGLC | BBUS | |
Last sale 11/6/2026 at 2:30 PM | $43.16 | $132.52 |
| Previous close 11/04/2026 | $42.51 | $131.91 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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SGLC
is actively managed and doesn’t replicate an indexSGLC | BBUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/6/2026 at 2:30 PM
Live
Closed
SGLC | BBUS | |
|---|---|---|
| Last price | $43.16 | $132.52 |
| 1D performance | +1.53% | +0.46% |
| AuM | $224.46 M | $9.38 B |
| E/R | 0.85% | 0.02% |
Characteristics
SGLC | BBUS | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Summit Global Investments | J.P. Morgan Asset Management |
| Benchmark | - | Morningstar US Target Market Exposure Index |
| N° of holdings | 138 | 461 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 31, 2023 | March 12, 2019 |
| ESG | No | No |
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Exposure
Countries
SGLC
USA
99.15%
Other
0.85%
BBUS
USA
97.49%
Other
2.51%
Sectors
SGLC
Technology
46.23%
Finance
16.73%
Consumer Non-Cycl.
9.14%
Healthcare
7.88%
Other
20.01%
BBUS
Technology
47.47%
Finance
12.84%
Healthcare
8.93%
Consumer Non-Cycl.
8.68%
Industrials
7.32%
Other
14.75%
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Diversification
SGLC
Total weight of top 15 holdings out of 15
47.13%
BBUS
Total weight of top 15 holdings out of 15
45.3%
Top 15 holdings
Data as of September 30, 2026
SGLC
NVIDIA Corp.
8.48%
Apple, Inc.
6.77%
Microsoft Corp.
5.89%
Amazon.com, Inc.
4.29%
Alphabet, Inc.
3.34%
Alphabet, Inc.
2.71%
Broadcom Inc.
2.48%
Micron Technology, Inc.
2.35%
Meta Platforms, Inc.
2.24%
JPMorgan Chase & Co.
1.75%
Berkshire Hathaway, Inc.
1.54%
Eli Lilly & Co.
1.53%
The Bank of New York Mellon Corp.
1.28%
US9229083632
1.24%
ExxonMobil Holdings Corp.
1.22%
BBUS
NVIDIA Corp.
7.86%
Apple, Inc.
7.46%
Microsoft Corp.
5.75%
Amazon.com, Inc.
3.69%
Alphabet, Inc.
3.02%
Meta Platforms, Inc.
2.49%
Broadcom Inc.
2.47%
Alphabet, Inc.
2.43%
Micron Technology, Inc.
1.83%
Tesla, Inc.
1.58%
Advanced Micro Devices, Inc.
1.54%
Eli Lilly & Co.
1.42%
Berkshire Hathaway, Inc.
1.40%
JPMorgan Chase & Co.
1.37%
ExxonMobil Holdings Corp.
0.99%
Frequently asked questions about SGLC and BBUS
How have the SGLC and BBUS ETFs performed in 2026?
As of November 5, 2026, SGLC is up 11.31% year-to-date (YTD), while BBUS has returned 7.83%. That puts SGLC better performer ahead so far this year.
Which ETF is attracting more investor money: SGLC or BBUS?
Year-to-date, the SGLC ETF saw +$95M in flows, compared to +$2.13B for BBUS.
Which ETF is more volatile: SGLC or BBUS?
Over the past year, SGLC had a volatility of 15.12%, while BBUS experienced 13.72%.
Which ETF is bigger: SGLC or BBUS?
As of November 5, 2026, SGLC holds $224.46 M in assets under management (AUM), while BBUS manages $9.38 B.
What sectors do the SGLC and BBUS ETFs invest in?
SGLC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, BBUS focuses on Technology, Finance and Healthcare.
What are the top holdings of the SGLC ETF and BBUS ETF?
SGLC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. BBUS holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SGLC or BBUS?
SGLC holds 503 securities with 47.13% of its assets in the top 15. BBUS has 468 securities and a top 15 weight of 45.3%.
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