BBSC vs ISCV
Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF).
5-Year PerformanceISCV has outperformed BBSC, delivering a return of +9.5% compared to +8.2%
BBSC vs ISCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BBSC
$696M
ISCV
$692M
Expense Ratio
BBSC
0.09%
Winner
ISCV
0.06%
Max Drawdown
Winner
BBSC
32.05%
ISCV
64.85%
Sharpe Ratio
BBSC
1.39
Winner
ISCV
1.48
5Y Beta
BBSC
1.11
Winner
ISCV
0.92
P/E Ratio
BBSC
71.88
Winner
ISCV
30.14
Forward P/E
BBSC
17.62
Winner
ISCV
13.10
5Y Dividends CAGR
Winner
BBSC
33.43%
ISCV
9.99%
5Y EPS CAGR
Winner
BBSC
18.83%
ISCV
7.96%
Debt to Equity
Winner
BBSC
22.00%
ISCV
92.25%
P/S Ratio
BBSC
1.48
Winner
ISCV
1.17
P/B Ratio
BBSC
2.44
Winner
ISCV
1.95
BBSC vs ISCV - Holdings Comparison
BBSC and ISCV have 517 common holdings. Overlap is 37.38%
BBSC's top 25 holdings weight is 8.67%. ISCV's top 25 holdings weight is 10.98%.
| Rank | BBSC | ISCV |
|---|---|---|
| #1 | SEMTECH CORP (SMTC) - 0.51% | JONES LANG LASALLE INC (JLL) - 0.57% |
| #2 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.50% | BEST BUY CO INC (BBY) - 0.55% |
| #3 | MOOG INC CLASS A (MOG-A) - 0.43% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.50% |
| #4 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.41% | HOST HOTELS & RESORTS INC (HST) - 0.49% |
| #5 | n/a (AHR) - 0.41% | ARAMARK (ARMK) - 0.49% |
| #6 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.37% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.48% |
| #7 | JFROG LTD ORDINARY SHARES (FROG) - 0.36% | GEN DIGITAL INC (GEN) - 0.47% |
| #8 | FORMFACTOR INC (FORM) - 0.35% | STANLEY BLACK & DECKER INC (SWK) - 0.47% |
| #9 | CARETRUST REIT INC (CTRE) - 0.34% | APA CORP (APA) - 0.46% |
| #10 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.34% | n/a (MKC) - 0.45% |
| #11 | KRYSTAL BIOTECH INC (KRYS) - 0.34% | HF SINCLAIR CORP (DINO) - 0.44% |
| #12 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.34% | ASSURANT INC (AIZ) - 0.43% |
| #13 | CORCEPT THERAPEUTICS INC (CORT) - 0.34% | EQUITABLE HOLDINGS INC (EQH) - 0.43% |
| #14 | COMPASS INC CLASS A (COMP) - 0.32% | n/a (CRL) - 0.43% |
| #15 | ESCO TECHNOLOGIES INC (ESE) - 0.32% | BORGWARNER INC (BWA) - 0.43% |
| #16 | STONEX GROUP INC (SNEX) - 0.32% | BAXTER INTERNATIONAL INC (BAX) - 0.43% |
| #17 | TERAWULF INC (WULF) - 0.31% | GLOBE LIFE INC (GL) - 0.42% |
| #18 | ARGAN INC (AGX) - 0.31% | CROWN HOLDINGS INC (CCK) - 0.41% |
| #19 | BRINKER INTERNATIONAL INC (EAT) - 0.31% | SOLVENTUM CORP (SOLV) - 0.41% |
| #20 | SPYRE THERAPEUTICS INC (SYRE) - 0.30% | CLOROX CO (CLX) - 0.41% |
| #21 | VIASAT INC (VSAT) - 0.30% | n/a (TAP) - 0.40% |
| #22 | RALLIANT CORP (RAL) - 0.29% | MATADOR RESOURCES CO (MTDR) - 0.40% |
| #23 | MAXLINEAR INC (MXL) - 0.29% | MOHAWK INDUSTRIES INC (MHK) - 0.40% |
| #24 | RIOT PLATFORMS INC (RIOT) - 0.28% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.34% |
| #25 | TEREX CORP (TEX) - 0.28% | CNH INDUSTRIAL NV (CNH) - 0.27% |
| Total Holdings | 860 | 958 |
BBSC vs ISCV - Historical Returns
Returns include dividend reinvestment.
1M
BBSC
+2.19%
Winner
ISCV
+2.44%
3M
BBSC
+6.88%
Winner
ISCV
+8.82%
6M
Winner
BBSC
+15.83%
ISCV
+11.25%
1Y
Winner
BBSC
+28.38%
ISCV
+24.61%
5Y(CAGR)
BBSC
+8.25%
Winner
ISCV
+9.49%
10Y(CAGR)
BBSC
N/A
ISCV
+8.91%
Max(CAGR)
Winner
BBSC
+11.74%
ISCV
+9.03%
BBSC vs ISCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BBSC | ISCV |
|---|---|---|
| 2026 | +21.71% | +18.09% |
| 2025 | +10.26% | +10.92% |
| 2024 | +13.41% | +9.68% |
| 2023 | +20.66% | +16.86% |
| 2022 | -20.61% | -11.52% |
| 2021 | +16.94% | +31.66% |
| 2020 | +11.94% | +1.05% |
| 2019 | N/A | +18.86% |
| 2018 | N/A | -17.59% |
| 2017 | N/A | +7.48% |
| 2016 | N/A | +29.41% |
| 2015 | N/A | -8.38% |
| 2014 | N/A | +11.06% |
| 2013 | N/A | +31.87% |
| 2012 | N/A | +16.54% |
| 2011 | N/A | -3.89% |
| 2010 | N/A | +23.12% |
| 2009 | N/A | +36.70% |
| 2008 | N/A | -30.60% |
| 2007 | N/A | -8.58% |
| 2006 | N/A | +17.67% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +17.35% |
BBSC vs ISCV Drawdown Comparison
The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The current BBSC drawdown is -2.57%. The current ISCV drawdown is -1.11%.
| Rank | BBSC | ISCV |
|---|---|---|
| #1 | -30.97% Nov 8, 2021 - Oct 16, 2024 | -63.12% Jun 4, 2007 - Dec 20, 2010 |
| #2 | -29.32% Nov 25, 2024 - Sep 18, 2025 | -51.55% Aug 21, 2018 - Jan 7, 2021 |
| #3 | -9.54% Jan 22, 2026 - Apr 14, 2026 | -26.79% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -9.52% Oct 27, 2025 - Dec 10, 2025 | -25.34% Nov 25, 2024 - Nov 26, 2025 |
| #5 | -9.14% Mar 15, 2021 - Jun 8, 2021 | -23.40% Apr 15, 2015 - Aug 8, 2016 |
| #6 | -8.90% Jun 25, 2021 - Oct 25, 2021 | -22.03% Nov 5, 2021 - Dec 19, 2023 |
| #7 | -6.90% Feb 9, 2021 - Mar 11, 2021 | -12.07% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -5.31% Nov 11, 2024 - Nov 25, 2024 | -11.53% Mar 19, 2012 - Sep 6, 2012 |
| #9 | -4.36% Dec 11, 2025 - Jan 8, 2026 | -11.32% Jan 23, 2018 - Jul 9, 2018 |
| #10 | -4.26% May 6, 2026 - May 26, 2026 | -10.73% Jul 1, 2014 - Nov 24, 2014 |
| #11 | -4.15% Jun 8, 2021 - Jun 25, 2021 | -10.37% May 9, 2006 - Oct 12, 2006 |
| #12 | -3.93% Oct 6, 2025 - Oct 14, 2025 | -10.33% Aug 2, 2005 - Jan 6, 2006 |
| #13 | -3.61% Jun 30, 2026 - Aug 4, 2026 | -9.91% Dec 29, 2004 - Jun 14, 2005 |
| #14 | -3.54% Oct 16, 2024 - Nov 6, 2024 | -9.26% Feb 10, 2026 - Apr 17, 2026 |
| #15 | -3.32% Jan 22, 2021 - Feb 3, 2021 | -8.89% Sep 14, 2012 - Dec 18, 2012 |
Correlation
Correlation between BBSC and ISCV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
BBSC vs ISCV dividend yield comparison.
| Year | BBSC | ISCV |
|---|---|---|
| 2026 | 0.39% | 0.75% |
| 2025 | 1.13% | 2.04% |
| 2024 | 1.29% | 2.01% |
| 2023 | 1.58% | 2.21% |
| 2022 | 1.37% | 2.12% |
| 2021 | 1.06% | 1.95% |
| 2020 | 0.18% | 2.01% |
| 2019 | 0.00% | 2.36% |
| 2018 | 0.00% | 2.48% |
| 2017 | 0.00% | 1.74% |
| 2016 | 0.00% | 2.49% |
| 2015 | 0.00% | 2.60% |
| 2014 | 0.00% | 2.40% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.65% |
| 2011 | 0.00% | 2.49% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.30% |
| 2007 | 0.00% | 2.58% |
| 2006 | 0.00% | 2.00% |
| 2005 | 0.00% | 2.12% |
| 2004 | 0.00% | 1.09% |
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