BBUS / ETF · DATA AS OF 2026-10-29
If you invested $1,000
in JPMorgan BetaBuilders U.S. Equity ETF from 2019-03 (first available)
JPMorgan BetaBuilders U.S. Equity ETF has no data for 2016-10; $1,000 invested at its first available monthly close in 2019-03 would be worth $3,026.29 as of 2026-10-29, with dividends reinvested.
JPMorgan BetaBuilders U.S. Equity ETF: the long view
| $1,000 invested | Actual start | Value today | CAGR |
|---|---|---|---|
| 1 years ago | 2025-10 | $1,134.62 | 13.46% |
| 3 years ago | 2023-10 | $1,909.74 | 24.07% |
| 5 years ago | 2021-10 | $1,761.17 | 11.99% |
| 10-year requested window | 2019-03 · first available | $3,026.29 | 15.72% |
| 15-year requested window | 2019-03 · first available | $3,026.29 | 15.72% |
| 20-year requested window | 2019-03 · first available | $3,026.29 | 15.72% |
| First month covered here | 2019-03 | $3,026.29 | 15.72% |
Dividends reinvested. Requested periods use the latest available month as their endpoint; shorter histories start at the first available month.
A little, every month
Investing $100 at each monthly close after the starting month (2019-03), with no initial lump sum, would turn $9,100.00 contributed into $16,946.36. Contributions start the following month. With dividends reinvested.
Against the benchmark
Over 2019-03 to 2026-10, $1,000 in JPMorgan BetaBuilders U.S. Equity ETF became $3,026.29; $1,000 in SPY became $3,038.72 with dividends reinvested.
Your questions, answered
What would $1,000 invested in JPMorgan BetaBuilders U.S. Equity ETF at its first available monthly close in 2019-03 be worth?
JPMorgan BetaBuilders U.S. Equity ETF has no data for 2016-10; $1,000 invested at its first available monthly close in 2019-03 would be worth $3,026.29 as of 2026-10-29, with dividends reinvested.
How would $100 a month in JPMorgan BetaBuilders U.S. Equity ETF have performed?
Investing $100 at each monthly close after the starting month (2019-03), with no initial lump sum, would turn $9,100.00 contributed into $16,946.36. Contributions start the following month. With dividends reinvested.
How does this compare with the S&P 500?
Over 2019-03 to 2026-10, $1,000 in JPMorgan BetaBuilders U.S. Equity ETF became $3,026.29; $1,000 in SPY became $3,038.72 with dividends reinvested.
How much would $1,000 in JPMorgan BetaBuilders U.S. Equity ETF in 2020 be worth today?
$1,000 invested in JPMorgan BetaBuilders U.S. Equity ETF at the January 2020 close would be worth $2,613.10 as of October 29, 2026, with dividends reinvested.
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ETF returns use the stored Yahoo adjclose series; distributions are modelled as reinvested only where adjustments exist. Identical close/adjclose series are price only. Price-only mode uses closing prices. Fund operating expenses are already reflected in market prices; no separate expense-ratio deduction is applied. Trading fees, taxes and FX are excluded. Leveraged and inverse funds typically target daily returns; compounding can make longer-term results differ from a multiple of the index.
$100 a month in JPMorgan BetaBuilders U.S. Equity ETF