BBSC vs MSSM
Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF (MSSM, ETF).
BBSC vs MSSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BBSC
$732M
MSSM
$728M
Expense Ratio
Winner
BBSC
0.09%
MSSM
0.62%
Max Drawdown
BBSC
32.05%
Winner
MSSM
24.18%
Sharpe Ratio
BBSC
1.44
Winner
MSSM
1.50
5Y Beta
BBSC
1.13
Winner
MSSM
1.05
P/E Ratio
BBSC
150.14
Winner
MSSM
61.64
Forward P/E
BBSC
15.75
Winner
MSSM
14.99
5Y Dividends CAGR
BBSC
50.64%
MSSM
N/A
5Y EPS CAGR
BBSC
9.66%
Winner
MSSM
14.26%
Debt to Equity
Winner
BBSC
23.06%
MSSM
56.02%
P/S Ratio
BBSC
1.50
Winner
MSSM
1.30
P/B Ratio
Winner
BBSC
2.33
MSSM
2.42
BBSC vs MSSM - Holdings Comparison
BBSC and MSSM have 567 common holdings. Overlap is 18.93%
BBSC's top 25 holdings weight is 12.84%. MSSM's top 25 holdings weight is 16.45%.
| Rank | BBSC | MSSM |
|---|---|---|
| #1 | TTM TECHNOLOGIES INC (TTMI) - 0.95% | US DOLLARS (n/a) - 2.65% |
| #2 | SITIME CORP ORDINARY SHARES (SITM) - 0.82% | COMFORT SYSTEMS USA INC (FIX) - 1.11% |
| #3 | SEMTECH CORP (SMTC) - 0.78% | ASCENDIS PHARMA AS ADR (ASND) - 0.96% |
| #4 | PLANET LABS PBC CLASS A (PL) - 0.66% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.83% |
| #5 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.61% | RAMBUS INC (RMBS) - 0.68% |
| #6 | VIAVI SOLUTIONS INC (VIAV) - 0.57% | CACI INTERNATIONAL INC CLASS A (CACI) - 0.64% |
| #7 | APPLIED OPTOELECTRONICS INC (AAOI) - 0.57% | REGAL REXNORD CORP (RRX) - 0.62% |
| #8 | FORMFACTOR INC (FORM) - 0.55% | FTAI AVIATION LTD (FTAI) - 0.60% |
| #9 | MOOG INC CLASS A (MOG-A) - 0.50% | BRINKER INTERNATIONAL INC (EAT) - 0.56% |
| #10 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.48% | CIENA CORP (CIEN) - 0.54% |
| #11 | RIOT PLATFORMS INC (RIOT) - 0.46% | AERCAP HOLDINGS NV (AER) - 0.53% |
| #12 | TERAWULF INC (WULF) - 0.46% | ITT INC (ITT) - 0.53% |
| #13 | CARETRUST REIT INC (CTRE) - 0.46% | ORMAT TECHNOLOGIES INC (ORA) - 0.52% |
| #14 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.45% | WINTRUST FINANCIAL CORP (WTFC) - 0.51% |
| #15 | ARGAN INC (AGX) - 0.45% | DYNATRACE INC ORDINARY SHARES (DT) - 0.51% |
| #16 | n/a (AHR) - 0.43% | COMMVAULT SYSTEMS INC (CVLT) - 0.49% |
| #17 | VIASAT INC (VSAT) - 0.43% | n/a (n/a) - 0.49% |
| #18 | POWELL INDUSTRIES INC (POWL) - 0.42% | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.49% |
| #19 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.40% | SEMTECH CORP (SMTC) - 0.48% |
| #20 | n/a (PRAX) - 0.40% | INSMED INC (INSM) - 0.47% |
| #21 | VICOR CORP (VICR) - 0.40% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.47% |
| #22 | KRYSTAL BIOTECH INC (KRYS) - 0.40% | CRITEO SA ADR (CRTO) - 0.46% |
| #23 | MAXLINEAR INC (MXL) - 0.40% | AVIENT CORP (AVNT) - 0.44% |
| #24 | STONEX GROUP INC (SNEX) - 0.40% | BADGER METER INC (BMI) - 0.44% |
| #25 | n/a (CORZ) - 0.39% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.43% |
| Total Holdings | 731 | 1934 |
BBSC vs MSSM - Historical Returns
Returns include dividend reinvestment.
1M
BBSC
-0.28%
Winner
MSSM
+0.14%
3M
Winner
BBSC
+9.38%
MSSM
+8.77%
6M
BBSC
+12.20%
Winner
MSSM
+13.70%
1Y
Winner
BBSC
+34.32%
MSSM
+33.00%
5Y(CAGR)
BBSC
+6.35%
MSSM
N/A
Max(CAGR)
BBSC
+10.75%
Winner
MSSM
+13.21%
BBSC vs MSSM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BBSC | MSSM |
|---|---|---|
| 2026 | +13.08% | +13.20% |
| 2025 | +10.26% | +11.21% |
| 2024 | +13.41% | -5.83% |
| 2023 | +20.66% | N/A |
| 2022 | -20.61% | N/A |
| 2021 | +16.94% | N/A |
| 2020 | +11.94% | N/A |
BBSC vs MSSM Drawdown Comparison
The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.
The maximum drawdown for MSSM was -24.18%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The current BBSC drawdown is -2.81%. The current MSSM drawdown is -3.01%.
| Rank | BBSC | MSSM |
|---|---|---|
| #1 | -30.97% Nov 8, 2021 - Oct 16, 2024 | -24.18% Dec 9, 2024 - Aug 22, 2025 |
| #2 | -29.32% Nov 25, 2024 - Sep 18, 2025 | -9.50% Feb 10, 2026 - Apr 14, 2026 |
| #3 | -9.54% Jan 22, 2026 - Apr 14, 2026 | -7.11% Oct 27, 2025 - Dec 4, 2025 |
| #4 | -9.52% Oct 27, 2025 - Dec 10, 2025 | -4.35% May 6, 2026 - May 26, 2026 |
| #5 | -9.14% Mar 15, 2021 - Jun 8, 2021 | -3.84% Oct 6, 2025 - Oct 24, 2025 |
| #6 | -8.90% Jun 25, 2021 - Oct 25, 2021 | -3.71% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -6.90% Feb 9, 2021 - Mar 11, 2021 | -3.26% Jan 22, 2026 - Feb 9, 2026 |
| #8 | -5.31% Nov 11, 2024 - Nov 25, 2024 | -3.01% Jun 4, 2026 - Jun 5, 2026 |
| #9 | -4.36% Dec 11, 2025 - Jan 8, 2026 | -2.47% Sep 18, 2025 - Oct 3, 2025 |
| #10 | -4.26% May 6, 2026 - May 26, 2026 | -2.28% Apr 20, 2026 - Apr 30, 2026 |
| #11 | -4.15% Jun 8, 2021 - Jun 25, 2021 | -1.63% Jan 15, 2026 - Jan 21, 2026 |
| #12 | -3.93% Oct 6, 2025 - Oct 14, 2025 | -1.52% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -3.54% Oct 16, 2024 - Nov 6, 2024 | -1.04% Sep 11, 2025 - Sep 18, 2025 |
| #14 | -3.32% Jan 22, 2021 - Feb 3, 2021 | -0.79% Jun 2, 2026 - Jun 4, 2026 |
| #15 | -2.81% Dec 23, 2020 - Jan 6, 2021 | -0.78% May 28, 2026 - Jun 2, 2026 |
Correlation
Correlation between BBSC and MSSM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
BBSC vs MSSM dividend yield comparison.
| Year | BBSC | MSSM |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 1.13% | 3.15% |
| 2024 | 1.29% | 0.00% |
| 2023 | 1.58% | 0.00% |
| 2022 | 1.37% | 0.00% |
| 2021 | 1.06% | 0.00% |
| 2020 | 0.18% | 0.00% |
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