BBSC: Lagging Several Small-Cap Core ETFs

2025-04-23 18:06:09 ET

Summary

• JPMorgan BetaBuilders U.S. Small Cap Equity ETF offers a very diversified portfolio with a low expense ratio.
• BBSC's heaviest sectors are financials, industrials, and healthcare.
• BBSC has underperformed the iShares Core S&P Small-Cap ETF and competitors since inception, but has outpaced the small-cap benchmark over the last 12 months.
• The track record of BBSC may be too short to assess its strategy, but for now, it is quite uncompelling compared to its peers.

BBSC Strategy

JPMorgan BetaBuilders U.S. Small Cap Equity ETF ( BBSC ) started investing operations on 11/16/2020 and tracks the Morningstar® US Small Cap Target Market Exposure Extended Index. It has 777 holdings, a 30-day yield of 1.41% and an expense ratio of 0.09%. As described in the prospectus by JPMorgan :

The Underlying Index consists of equity securities primarily traded in the United States and targets those securities that fall between the 95th and 99th percentiles in market capitalization of the free float adjusted investable universe.

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