BBMC vs PSC
Comparison between JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).
5-Year PerformanceBBMC has outperformed PSC, delivering a return of +8.1% compared to +8.1%
BBMC vs PSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$2B
PSC
$2B
Expense Ratio
Winner
BBMC
0.07%
PSC
0.38%
Max Drawdown
Winner
BBMC
30.54%
PSC
47.89%
Sharpe Ratio
Winner
BBMC
1.63
PSC
1.28
5Y Beta
Winner
BBMC
1.04
PSC
1.05
P/E Ratio
BBMC
34.04
Winner
PSC
25.64
Forward P/E
BBMC
17.69
Winner
PSC
15.09
5Y Dividends CAGR
Winner
BBMC
20.05%
PSC
-2.75%
5Y EPS CAGR
BBMC
10.11%
Winner
PSC
16.05%
Debt to Equity
Winner
BBMC
29.53%
PSC
49.44%
P/S Ratio
BBMC
1.73
Winner
PSC
1.30
P/B Ratio
BBMC
2.80
Winner
PSC
2.19
BBMC vs PSC - Holdings Comparison
BBMC and PSC have 49 common holdings. Overlap is 5.66%
BBMC's top 25 holdings weight is 19.01%. PSC's top 25 holdings weight is 17.10%.
| Rank | BBMC | PSC |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.28% | COEUR MINING INC (CDE) - 1.05% |
| #2 | CIENA CORP (CIEN) - 1.64% | TTM TECHNOLOGIES INC (TTMI) - 1.04% |
| #3 | COHERENT CORP (COHR) - 1.30% | NEXTPOWER INC CLASS A (NXT) - 1.01% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 1.25% | FABRINET (FN) - 1.00% |
| #5 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.98% | ARGAN INC (AGX) - 0.91% |
| #6 | JABIL INC (JBL) - 0.73% | STERLING INFRASTRUCTURE INC (STRL) - 0.84% |
| #7 | QNITY ELECTRONICS INC (Q) - 0.66% | DYCOM INDUSTRIES INC (DY) - 0.83% |
| #8 | CASEY'S GENERAL STORES INC (CASY) - 0.57% | GUARDANT HEALTH INC (GH) - 0.75% |
| #9 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.56% | BRIDGEBIO PHARMA INC (BBIO) - 0.72% |
| #10 | TAPESTRY INC (TPR) - 0.56% | n/a (AHR) - 0.71% |
| #11 | n/a (ASTS) - 0.55% | PRIMORIS SERVICES CORP (PRIM) - 0.70% |
| #12 | CURTISS-WRIGHT CORP (CW) - 0.53% | CHART INDUSTRIES INC (GTLS) - 0.68% |
| #13 | TECHNIPFMC PLC (n/a) - 0.53% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% |
| #14 | NVENT ELECTRIC PLC (NVT) - 0.52% | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% |
| #15 | NATERA INC (NTRA) - 0.52% | RAMBUS INC (RMBS) - 0.65% |
| #16 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.50% | HANCOCK WHITNEY CORP (HWC) - 0.64% |
| #17 | FABRINET (FN) - 0.48% | BRINKER INTERNATIONAL INC (EAT) - 0.62% |
| #18 | XPO INC (XPO) - 0.48% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% |
| #19 | STERLING INFRASTRUCTURE INC (STRL) - 0.46% | COMPASS INC CLASS A (COMP) - 0.59% |
| #20 | WILLIAMS-SONOMA INC (WSM) - 0.46% | CARETRUST REIT INC (CTRE) - 0.58% |
| #21 | IDEX CORP (IEX) - 0.29% | FIRST BANCORP (FBP) - 0.39% |
| #22 | GUARDANT HEALTH INC (GH) - 0.29% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% |
| #23 | DICK'S SPORTING GOODS INC (DKS) - 0.29% | FEDERAL SIGNAL CORP (FSS) - 0.36% |
| #24 | EVEREST GROUP LTD (EG) - 0.29% | AMICUS THERAPEUTICS INC (FOLD) - 0.36% |
| #25 | NORDSON CORP (NDSN) - 0.29% | ENSIGN GROUP INC (ENSG) - 0.35% |
| Total Holdings | 518 | 585 |
BBMC vs PSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+3.82%
PSC
+3.23%
3M
BBMC
+6.57%
Winner
PSC
+8.67%
6M
Winner
BBMC
+16.69%
PSC
+14.78%
1Y
Winner
BBMC
+33.66%
PSC
+28.77%
5Y(CAGR)
Winner
BBMC
+8.10%
PSC
+8.07%
10Y(CAGR)
BBMC
N/A
PSC
+11.66%
Max(CAGR)
Winner
BBMC
+17.66%
PSC
+11.66%
BBMC vs PSC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | PSC |
|---|---|---|
| 2026 | +14.23% | +13.50% |
| 2025 | +12.44% | +13.28% |
| 2024 | +15.88% | +13.10% |
| 2023 | +19.07% | +19.25% |
| 2022 | -20.05% | -16.77% |
| 2021 | +19.73% | +33.74% |
| 2020 | +61.97% | +13.43% |
| 2019 | N/A | +20.08% |
| 2018 | N/A | -10.11% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +9.38% |
BBMC vs PSC Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The current PSC drawdown is -0.47%.
| Rank | BBMC | PSC |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -46.69% Aug 29, 2018 - Nov 24, 2020 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -25.87% Nov 8, 2021 - Mar 1, 2024 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -23.49% Nov 25, 2024 - Sep 8, 2025 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -9.95% Jan 22, 2026 - Apr 17, 2026 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -9.37% Jul 16, 2024 - Oct 14, 2024 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -9.19% Jan 23, 2018 - May 17, 2018 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -9.03% Jun 8, 2021 - Oct 25, 2021 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -8.59% Mar 15, 2021 - May 7, 2021 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -7.12% Mar 28, 2024 - Jul 11, 2024 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -7.12% Oct 8, 2025 - Nov 28, 2025 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -6.67% Sep 22, 2016 - Nov 14, 2016 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -5.90% Jul 27, 2017 - Sep 28, 2017 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -5.57% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -5.37% May 7, 2021 - May 27, 2021 |
| #15 | -4.22% May 6, 2026 - May 26, 2026 | -4.61% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between BBMC and PSC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
BBMC vs PSC dividend yield comparison.
| Year | BBMC | PSC |
|---|---|---|
| 2026 | 0.18% | 0.16% |
| 2025 | 1.25% | 0.67% |
| 2024 | 1.31% | 0.75% |
| 2023 | 1.36% | 0.73% |
| 2022 | 1.48% | 1.92% |
| 2021 | 0.87% | 1.45% |
| 2020 | 0.69% | 1.25% |
| 2019 | 0.00% | 1.47% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.95% |
| 2016 | 0.00% | 0.35% |
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