BBSC vs IQDG
Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).
5-Year PerformanceBBSC has outperformed IQDG, delivering a return of +7.0% compared to +4.0%
BBSC vs IQDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBSC
$733M
Winner
IQDG
$733M
Expense Ratio
Winner
BBSC
0.09%
IQDG
0.42%
Max Drawdown
Winner
BBSC
32.05%
IQDG
38.31%
Sharpe Ratio
Winner
BBSC
1.53
IQDG
0.55
5Y Beta
BBSC
1.13
Winner
IQDG
0.79
P/E Ratio
BBSC
353.74
IQDG
N/A
Forward P/E
BBSC
16.28
IQDG
N/A
5Y Dividends CAGR
Winner
BBSC
50.64%
IQDG
4.12%
5Y EPS CAGR
BBSC
12.01%
IQDG
N/A
Debt to Equity
BBSC
2.51%
IQDG
N/A
P/S Ratio
BBSC
1.52
IQDG
N/A
P/B Ratio
BBSC
2.51
IQDG
N/A
BBSC vs IQDG - Holdings Comparison
BBSC and IQDG have 1 common holdings. Overlap is -0.07%
BBSC's top 25 holdings weight is 23.63%. IQDG's top 25 holdings weight is 51.77%.
| Rank | BBSC | IQDG |
|---|---|---|
| #1 | TTM TECHNOLOGIES INC (TTMI) - 1.74% | TOYOTA MOTOR CORP (n/a) - 4.64% |
| #2 | SEMTECH CORP (SMTC) - 1.58% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.29% |
| #3 | SITIME CORP ORDINARY SHARES (SITM) - 1.54% | BP PLC (n/a) - 3.24% |
| #4 | PLANET LABS PBC CLASS A (PL) - 1.32% | n/a (n/a) - 3.22% |
| #5 | DIGITALOCEAN HOLDINGS INC (DOCN) - 1.32% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.03% |
| #6 | APPLIED OPTOELECTRONICS INC (AAOI) - 1.30% | ASTRAZENECA PLC (AZN:XLON) - 2.62% |
| #7 | VIAVI SOLUTIONS INC (VIAV) - 1.12% | DEUTSCHE TELEKOM AG (n/a) - 2.56% |
| #8 | MOOG INC CLASS A (MOG-A) - 1.08% | ING GROEP NV (n/a) - 2.51% |
| #9 | FORMFACTOR INC (FORM) - 1.00% | NOVO NORDISK AS CLASS B (n/a) - 2.43% |
| #10 | TERAWULF INC (WULF) - 0.98% | ASML HOLDING NV (n/a) - 2.39% |
| #11 | RIOT PLATFORMS INC (RIOT) - 0.96% | L'OREAL SA (n/a) - 2.18% |
| #12 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.92% | GSK PLC (n/a) - 1.97% |
| #13 | ARGAN INC (AGX) - 0.88% | VOLVO AB CLASS B (n/a) - 1.86% |
| #14 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.88% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.85% |
| #15 | JFROG LTD ORDINARY SHARES (FROG) - 0.88% | DEUTSCHE POST AG (n/a) - 1.71% |
| #16 | CIPHER DIGITAL INC (CIFR) - 0.86% | LLOYDS BANKING GROUP PLC (n/a) - 1.64% |
| #17 | n/a (CORZ) - 0.86% | TOKYO ELECTRON LTD (n/a) - 1.53% |
| #18 | POWELL INDUSTRIES INC (POWL) - 0.86% | ABB LTD (n/a) - 1.44% |
| #19 | CARETRUST REIT INC (CTRE) - 0.84% | SCHNEIDER ELECTRIC SE (n/a) - 1.39% |
| #20 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.78% | AIR LIQUIDE SA (n/a) - 1.18% |
| #21 | KRYSTAL BIOTECH INC (KRYS) - 0.39% | SAP SE (n/a) - 1.10% |
| #22 | VICOR CORP (VICR) - 0.39% | MURATA MANUFACTURING CO LTD (n/a) - 1.07% |
| #23 | n/a (AHR) - 0.39% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06% |
| #24 | VIASAT INC (VSAT) - 0.38% | IMPERIAL BRANDS PLC (n/a) - 0.93% |
| #25 | URANIUM ENERGY CORP (UEC) - 0.38% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.93% |
| Total Holdings | 670 | 265 |
BBSC vs IQDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBSC
+6.68%
IQDG
+5.14%
3M
Winner
BBSC
+18.59%
IQDG
+7.31%
6M
Winner
BBSC
+17.33%
IQDG
+6.63%
1Y
Winner
BBSC
+39.52%
IQDG
+14.01%
5Y(CAGR)
Winner
BBSC
+6.99%
IQDG
+4.02%
10Y(CAGR)
BBSC
N/A
IQDG
+8.30%
Max(CAGR)
Winner
BBSC
+11.63%
IQDG
+8.14%
BBSC vs IQDG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BBSC | IQDG |
|---|---|---|
| 2026 | +18.46% | +4.75% |
| 2025 | +10.26% | +24.27% |
| 2024 | +13.41% | -1.92% |
| 2023 | +20.66% | +19.90% |
| 2022 | -20.61% | -20.28% |
| 2021 | +16.94% | +10.95% |
| 2020 | +11.94% | +15.51% |
| 2019 | N/A | +30.60% |
| 2018 | N/A | -16.98% |
| 2017 | N/A | +30.63% |
| 2016 | N/A | -1.95% |
BBSC vs IQDG Drawdown Comparison
The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The current IQDG drawdown is -1.45%.
| Rank | BBSC | IQDG |
|---|---|---|
| #1 | -30.97% Nov 8, 2021 - Oct 16, 2024 | -35.00% Aug 13, 2021 - Jul 12, 2024 |
| #2 | -29.32% Nov 25, 2024 - Sep 18, 2025 | -31.35% Jan 17, 2020 - Aug 17, 2020 |
| #3 | -9.54% Jan 22, 2026 - Apr 14, 2026 | -24.70% Jan 26, 2018 - Dec 13, 2019 |
| #4 | -9.52% Oct 27, 2025 - Dec 10, 2025 | -18.12% Sep 26, 2024 - Jun 2, 2025 |
| #5 | -9.14% Mar 15, 2021 - Jun 8, 2021 | -12.35% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -8.90% Jun 25, 2021 - Oct 25, 2021 | -10.79% Apr 20, 2016 - Mar 15, 2017 |
| #7 | -6.90% Feb 9, 2021 - Mar 11, 2021 | -7.70% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -5.31% Nov 11, 2024 - Nov 25, 2024 | -7.57% Oct 12, 2020 - Nov 9, 2020 |
| #9 | -4.36% Dec 11, 2025 - Jan 8, 2026 | -6.62% Jul 23, 2025 - Sep 18, 2025 |
| #10 | -4.26% May 6, 2026 - May 26, 2026 | -5.56% Oct 6, 2025 - Dec 10, 2025 |
| #11 | -4.15% Jun 8, 2021 - Jun 25, 2021 | -5.52% Feb 16, 2021 - Apr 9, 2021 |
| #12 | -3.93% Oct 6, 2025 - Oct 14, 2025 | -5.31% Aug 23, 2024 - Sep 26, 2024 |
| #13 | -3.54% Oct 16, 2024 - Nov 6, 2024 | -4.50% Jan 26, 2021 - Feb 16, 2021 |
| #14 | -3.32% Jan 22, 2021 - Feb 3, 2021 | -3.64% Sep 2, 2020 - Sep 16, 2020 |
| #15 | -2.81% Dec 23, 2020 - Jan 6, 2021 | -3.42% Jun 14, 2021 - Jul 12, 2021 |
Correlation
Correlation between BBSC and IQDG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2016 - 2026)
BBSC vs IQDG dividend yield comparison.
| Year | BBSC | IQDG |
|---|---|---|
| 2026 | 0.19% | 0.09% |
| 2025 | 1.13% | 2.28% |
| 2024 | 1.29% | 2.60% |
| 2023 | 1.58% | 1.76% |
| 2022 | 1.37% | 4.18% |
| 2021 | 1.06% | 2.67% |
| 2020 | 0.18% | 1.65% |
| 2019 | 0.00% | 1.95% |
| 2018 | 0.00% | 1.96% |
| 2017 | 0.00% | 1.71% |
| 2016 | 0.00% | 1.35% |
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