BBSC vs CCD

Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).

5-Year PerformanceBBSC has outperformed CCD, delivering a return of +8.3% compared to +7.3%

BBSC vs CCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBSC(ETF)	CCD(ETF)
Net Assets	$744M	$746M
Expense Ratio	0.09%	N/A
Max Drawdown	32.05%	60.86%
Sharpe Ratio	1.45	1.65
5Y Beta	1.12	0.78
P/E Ratio	90.34	N/A
Forward P/E	16.04	N/A
5Y Dividends CAGR	33.43%	3.14%
5Y EPS CAGR	8.06%	N/A
Debt to Equity	22.79%	N/A
P/S Ratio	1.53	N/A
P/B Ratio	2.42	N/A

Net Assets

BBSC

$744M

Winner

CCD

$746M

Expense Ratio

BBSC

0.09%

CCD

N/A

Max Drawdown

Winner

BBSC

32.05%

CCD

60.86%

Sharpe Ratio

BBSC

1.45

Winner

CCD

1.65

5Y Beta

BBSC

1.12

Winner

CCD

0.78

P/E Ratio

BBSC

90.34

CCD

N/A

Forward P/E

BBSC

16.04

CCD

N/A

5Y Dividends CAGR

Winner

BBSC

33.43%

CCD

3.14%

5Y EPS CAGR

BBSC

8.06%

CCD

N/A

Debt to Equity

BBSC

22.79%

CCD

N/A

P/S Ratio

BBSC

1.53

CCD

N/A

P/B Ratio

BBSC

2.42

CCD

N/A

BBSC vs CCD - Historical Returns

Returns include dividend reinvestment.

Period	BBSC	CCD
1 month	+1.92%	+1.16%
3 months	+9.95%	+8.88%
6 months	+13.67%	+19.07%
1 year	+34.77%	+38.50%
5 years(CAGR)	+8.27%	+7.27%
10 years(CAGR)	N/A	+13.61%
Max(CAGR)	+11.87%	+10.59%

Winner

BBSC

+1.92%

CCD

+1.16%

Winner

BBSC

+9.95%

CCD

+8.88%

BBSC

+13.67%

Winner

CCD

+19.07%

BBSC

+34.77%

Winner

CCD

+38.50%

5Y(CAGR)

Winner

BBSC

+8.27%

CCD

+7.27%

10Y(CAGR)

BBSC

N/A

CCD

+13.61%

Max(CAGR)

Winner

BBSC

+11.87%

CCD

+10.59%

BBSC vs CCD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BBSC	CCD
2026	+21.24%	+27.71%
2025	+10.26%	-4.09%
2024	+13.41%	+37.39%
2023	+20.66%	+7.41%
2022	-20.61%	-27.83%
2021	+16.94%	+22.43%
2020	+11.94%	+44.67%
2019	N/A	+37.30%
2018	N/A	-9.57%
2017	N/A	+25.52%
2016	N/A	+8.14%
2015	N/A	-22.81%

BBSC vs CCD Drawdown Comparison

The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.

The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.

The current BBSC drawdown is -1.35%. The current CCD drawdown is -0.24%.

Rank	BBSC	CCD
#1	-30.97% Nov 8, 2021 - Oct 16, 2024	-55.32% Feb 20, 2020 - Jul 6, 2020
#2	-29.32% Nov 25, 2024 - Sep 18, 2025	-37.54% Nov 9, 2021 - Sep 19, 2024
#3	-9.54% Jan 22, 2026 - Apr 14, 2026	-36.95% Apr 24, 2015 - Jul 12, 2017
#4	-9.52% Oct 27, 2025 - Dec 10, 2025	-26.91% Sep 12, 2018 - Jul 19, 2019
#5	-9.14% Mar 15, 2021 - Jun 8, 2021	-22.28% Oct 10, 2024 - Jan 15, 2026
#6	-8.90% Jun 25, 2021 - Oct 25, 2021	-11.42% Jan 24, 2018 - Apr 20, 2018
#7	-6.90% Feb 9, 2021 - Mar 11, 2021	-11.34% Mar 2, 2021 - Oct 19, 2021
#8	-5.31% Nov 11, 2024 - Nov 25, 2024	-11.08% Feb 20, 2026 - Apr 8, 2026
#9	-4.36% Dec 11, 2025 - Jan 8, 2026	-9.88% Oct 12, 2020 - Nov 6, 2020
#10	-4.26% May 6, 2026 - May 26, 2026	-8.30% Sep 1, 2020 - Oct 7, 2020
#11	-4.15% Jun 8, 2021 - Jun 25, 2021	-7.38% May 6, 2026 - May 26, 2026
#12	-3.93% Oct 6, 2025 - Oct 14, 2025	-6.29% Jun 2, 2026 - Jun 30, 2026
#13	-3.54% Oct 16, 2024 - Nov 6, 2024	-5.92% Feb 12, 2021 - Mar 2, 2021
#14	-3.32% Jan 22, 2021 - Feb 3, 2021	-5.65% Jul 24, 2019 - Oct 17, 2019
#15	-2.81% Dec 23, 2020 - Jan 6, 2021	-5.56% Jul 20, 2017 - Sep 19, 2017

Correlation

Correlation between BBSC and CCD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2015 - 2026)

BBSC vs CCD dividend yield comparison.

Year	BBSC	CCD
2026	0.39%	4.56%
2025	1.13%	11.22%
2024	1.29%	9.63%
2023	1.58%	11.83%
2022	1.37%	11.42%
2021	1.06%	7.43%
2020	0.18%	7.11%
2019	0.00%	8.93%
2018	0.00%	12.21%
2017	0.00%	9.99%
2016	0.00%	11.43%
2015	0.00%	7.40%