BBSC vs PDT

Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and John Hancock Premium Dividend Fund (PDT, ETF).

5-Year PerformanceBBSC has outperformed PDT, delivering a return of +6.3% compared to +2.6%

BBSC vs PDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBSC(ETF)	PDT(ETF)
Net Assets	$732M	$733M
Expense Ratio	0.09%	N/A
Max Drawdown	32.05%	62.63%
Sharpe Ratio	1.44	0.29
5Y Beta	1.13	0.42
P/E Ratio	150.14	N/A
Forward P/E	15.75	N/A
5Y Dividends CAGR	50.64%	-0.44%
5Y EPS CAGR	9.66%	N/A
Debt to Equity	23.06%	N/A
P/S Ratio	1.50	N/A
P/B Ratio	2.33	N/A

Net Assets

BBSC

$732M

Winner

PDT

$733M

Expense Ratio

BBSC

0.09%

PDT

N/A

Max Drawdown

Winner

BBSC

32.05%

PDT

62.63%

Sharpe Ratio

Winner

BBSC

1.44

PDT

0.29

5Y Beta

BBSC

1.13

Winner

PDT

0.42

P/E Ratio

BBSC

150.14

PDT

N/A

Forward P/E

BBSC

15.75

PDT

N/A

5Y Dividends CAGR

Winner

BBSC

50.64%

PDT

-0.44%

5Y EPS CAGR

BBSC

9.66%

PDT

N/A

Debt to Equity

BBSC

23.06%

PDT

N/A

P/S Ratio

BBSC

1.50

PDT

N/A

P/B Ratio

BBSC

2.33

PDT

N/A

BBSC vs PDT - Historical Returns

Returns include dividend reinvestment.

Period	BBSC	PDT
1 month	-0.28%	-2.04%
3 months	+9.38%	-2.22%
6 months	+12.20%	+4.04%
1 year	+34.32%	+6.09%
5 years(CAGR)	+6.35%	+2.59%
10 years(CAGR)	N/A	+6.15%
Max(CAGR)	+10.75%	+9.11%

Winner

BBSC

-0.28%

PDT

-2.04%

Winner

BBSC

+9.38%

PDT

-2.22%

Winner

BBSC

+12.20%

PDT

+4.04%

Winner

BBSC

+34.32%

PDT

+6.09%

5Y(CAGR)

Winner

BBSC

+6.35%

PDT

+2.59%

10Y(CAGR)

BBSC

N/A

PDT

+6.15%

Max(CAGR)

Winner

BBSC

+10.75%

PDT

+9.11%

BBSC vs PDT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBSC	PDT
2026	+13.08%	+3.92%
2025	+10.26%	+7.88%
2024	+13.41%	+28.48%
2023	+20.66%	-10.25%
2022	-20.61%	-16.41%
2021	+16.94%	+27.89%
2020	+11.94%	-14.36%
2019	N/A	+38.87%
2018	N/A	-11.60%
2017	N/A	+20.46%
2016	N/A	+25.22%
2015	N/A	+7.79%
2014	N/A	+26.06%
2013	N/A	-6.71%
2012	N/A	+8.08%
2011	N/A	+25.48%
2010	N/A	+25.49%
2009	N/A	+47.06%
2008	N/A	-21.88%
2007	N/A	-7.93%
2006	N/A	+19.70%
2005	N/A	-7.29%
2004	N/A	+9.54%
2003	N/A	+25.14%
2002	N/A	-2.21%
2001	N/A	+12.40%
2000	N/A	+19.49%
1999	N/A	-10.19%

BBSC vs PDT Drawdown Comparison

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

The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current BBSC drawdown is -2.81%. The current PDT drawdown is -3.73%.

Rank	BBSC	PDT
#1	-30.97% Nov 8, 2021 - Oct 16, 2024	-62.37% Feb 20, 2020 - Jun 4, 2021
#2	-29.32% Nov 25, 2024 - Sep 18, 2025	-52.75% May 21, 2007 - Sep 30, 2009
#3	-9.54% Jan 22, 2026 - Apr 14, 2026	-40.45% Nov 17, 2021 - May 30, 2025
#4	-9.52% Oct 27, 2025 - Dec 10, 2025	-21.71% Sep 7, 2016 - Apr 18, 2017
#5	-9.14% Mar 15, 2021 - Jun 8, 2021	-20.67% Mar 29, 2004 - Oct 18, 2004
#6	-8.90% Jun 25, 2021 - Oct 25, 2021	-19.39% May 8, 2013 - Apr 30, 2014
#7	-6.90% Feb 9, 2021 - Mar 11, 2021	-18.63% Jul 6, 2018 - Feb 8, 2019
#8	-5.31% Nov 11, 2024 - Nov 25, 2024	-17.19% Nov 18, 1999 - Sep 1, 2000
#9	-4.36% Dec 11, 2025 - Jan 8, 2026	-17.12% Jun 3, 2002 - Jan 8, 2003
#10	-4.26% May 6, 2026 - May 26, 2026	-16.62% Jul 12, 2005 - Dec 15, 2006
#11	-4.15% Jun 8, 2021 - Jun 25, 2021	-15.58% Jun 29, 2012 - Apr 23, 2013
#12	-3.93% Oct 6, 2025 - Oct 14, 2025	-14.14% Jul 14, 2011 - Nov 17, 2011
#13	-3.54% Oct 16, 2024 - Nov 6, 2024	-13.31% Dec 22, 2017 - Jul 5, 2018
#14	-3.32% Jan 22, 2021 - Feb 3, 2021	-11.31% Jul 3, 2003 - Oct 31, 2003
#15	-2.81% Dec 23, 2020 - Jan 6, 2021	-10.31% May 3, 2010 - Jul 12, 2010

Correlation

Correlation between BBSC and PDT is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2000 - 2026)

BBSC vs PDT dividend yield comparison.

Year	BBSC	PDT
2026	0.20%	3.22%
2025	1.13%	7.80%
2024	1.29%	7.77%
2023	1.58%	10.14%
2022	1.37%	9.04%
2021	1.06%	6.42%
2020	0.18%	8.43%
2019	0.00%	6.70%
2018	0.00%	8.69%
2017	0.00%	9.94%
2016	0.00%	9.15%
2015	0.00%	7.88%
2014	0.00%	6.66%
2013	0.00%	10.82%
2012	0.00%	6.68%
2011	0.00%	7.30%
2010	0.00%	7.58%
2009	0.00%	7.57%
2008	0.00%	9.95%
2007	0.00%	6.14%
2006	0.00%	5.49%
2005	0.00%	7.45%
2004	0.00%	6.78%
2003	0.00%	7.16%
2002	0.00%	10.52%
2001	0.00%	7.06%
2000	0.00%	3.08%