BBSC vs FEM

Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and FIRST TRUST EMERGING MARKETS ALPHADEX FUND (FEM, ETF).

5-Year PerformanceBBSC has outperformed FEM, delivering a return of +8.3% compared to +7.6%

BBSC vs FEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBSC(ETF)	FEM(ETF)
Net Assets	$744M	$747M
Expense Ratio	0.09%	0.80%
Max Drawdown	32.05%	49.78%
Sharpe Ratio	1.45	1.22
5Y Beta	1.12	0.69
P/E Ratio	90.34	N/A
Forward P/E	16.04	N/A
5Y Dividends CAGR	33.43%	1.78%
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

FEM

$747M

Expense Ratio

Winner

BBSC

0.09%

FEM

0.80%

Max Drawdown

Winner

BBSC

32.05%

FEM

49.78%

Sharpe Ratio

Winner

BBSC

1.45

FEM

1.22

5Y Beta

BBSC

1.12

Winner

FEM

0.69

P/E Ratio

BBSC

90.34

FEM

N/A

Forward P/E

BBSC

16.04

FEM

N/A

5Y Dividends CAGR

Winner

BBSC

33.43%

FEM

1.78%

5Y EPS CAGR

BBSC

8.06%

FEM

N/A

Debt to Equity

BBSC

22.79%

FEM

N/A

P/S Ratio

BBSC

1.53

FEM

N/A

P/B Ratio

BBSC

2.42

FEM

N/A

BBSC vs FEM - Historical Returns

Returns include dividend reinvestment.

Period	BBSC	FEM
1 month	+1.92%	-4.19%
3 months	+9.95%	-2.72%
6 months	+13.67%	+8.51%
1 year	+34.77%	+27.81%
5 years(CAGR)	+8.27%	+7.55%
10 years(CAGR)	N/A	+8.52%
Max(CAGR)	+11.87%	+3.74%

Winner

BBSC

+1.92%

FEM

-4.19%

Winner

BBSC

+9.95%

FEM

-2.72%

Winner

BBSC

+13.67%

FEM

+8.51%

Winner

BBSC

+34.77%

FEM

+27.81%

5Y(CAGR)

Winner

BBSC

+8.27%

FEM

+7.55%

10Y(CAGR)

BBSC

N/A

FEM

+8.52%

Max(CAGR)

Winner

BBSC

+11.87%

FEM

+3.74%

BBSC vs FEM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BBSC	FEM
2026	+21.24%	+13.63%
2025	+10.26%	+28.57%
2024	+13.41%	+3.92%
2023	+20.66%	+10.62%
2022	-20.61%	-15.44%
2021	+16.94%	+5.51%
2020	+11.94%	-3.18%
2019	N/A	+20.62%
2018	N/A	-16.98%
2017	N/A	+39.11%
2016	N/A	+18.71%
2015	N/A	-13.48%
2014	N/A	-8.74%
2013	N/A	-5.37%
2012	N/A	+18.21%
2011	N/A	-23.58%

BBSC vs FEM Drawdown Comparison

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

The maximum drawdown for FEM was -46.21%, occurring on Mar 18, 2020. Recovery took 825 trading sessions.

The current BBSC drawdown is -1.35%. The current FEM drawdown is -6.38%.

Rank	BBSC	FEM
#1	-30.97% Nov 8, 2021 - Oct 16, 2024	-46.21% Jan 26, 2018 - May 7, 2021
#2	-29.32% Nov 25, 2024 - Sep 18, 2025	-41.78% Apr 27, 2011 - Aug 24, 2017
#3	-9.54% Jan 22, 2026 - Apr 14, 2026	-31.71% Sep 13, 2021 - May 17, 2024
#4	-9.52% Oct 27, 2025 - Dec 10, 2025	-18.82% May 17, 2024 - Jun 11, 2025
#5	-9.14% Mar 15, 2021 - Jun 8, 2021	-9.31% Feb 25, 2026 - Apr 9, 2026
#6	-8.90% Jun 25, 2021 - Oct 25, 2021	-8.86% May 11, 2026 - Jul 20, 2026
#7	-6.90% Feb 9, 2021 - Mar 11, 2021	-8.61% Jun 2, 2021 - Sep 7, 2021
#8	-5.31% Nov 11, 2024 - Nov 25, 2024	-7.06% Oct 5, 2017 - Jan 2, 2018
#9	-4.36% Dec 11, 2025 - Jan 8, 2026	-4.85% Nov 12, 2025 - Dec 23, 2025
#10	-4.26% May 6, 2026 - May 26, 2026	-4.67% Sep 20, 2017 - Oct 5, 2017
#11	-4.15% Jun 8, 2021 - Jun 25, 2021	-4.66% Jan 28, 2026 - Feb 11, 2026
#12	-3.93% Oct 6, 2025 - Oct 14, 2025	-4.53% Sep 22, 2025 - Nov 3, 2025
#13	-3.54% Oct 16, 2024 - Nov 6, 2024	-4.32% May 7, 2021 - Jun 1, 2021
#14	-3.32% Jan 22, 2021 - Feb 3, 2021	-3.00% Jun 12, 2025 - Jun 26, 2025
#15	-2.81% Dec 23, 2020 - Jan 6, 2021	-2.79% Jul 24, 2025 - Aug 6, 2025

Correlation

Correlation between BBSC and FEM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

BBSC vs FEM dividend yield comparison.

Year	BBSC	FEM
2026	0.39%	0.71%
2025	1.13%	3.13%
2024	1.29%	3.66%
2023	1.58%	4.96%
2022	1.37%	6.15%
2021	1.06%	4.15%
2020	0.18%	2.68%
2019	0.00%	3.31%
2018	0.00%	3.52%
2017	0.00%	2.45%
2016	0.00%	2.25%
2015	0.00%	3.61%
2014	0.00%	2.85%
2013	0.00%	2.62%
2012	0.00%	2.21%
2011	0.00%	0.92%