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BBSC vs SPY

Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BBSC, delivering a return of +13.0% compared to +8.3%

BBSC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBSC
$744M
Winner
SPY
$781B
Expense Ratio
BBSC
0.09%
SPY
0.09%
Max Drawdown
Winner
BBSC
32.05%
SPY
56.47%
Sharpe Ratio
Winner
BBSC
1.45
SPY
1.25
5Y Beta
BBSC
1.12
Winner
SPY
1.00
P/E Ratio
BBSC
90.34
Winner
SPY
28.78
Forward P/E
Winner
BBSC
16.04
SPY
21.23
5Y Dividends CAGR
Winner
BBSC
33.43%
SPY
6.00%
5Y EPS CAGR
BBSC
8.06%
Winner
SPY
25.62%
Debt to Equity
Winner
BBSC
22.79%
SPY
31.92%
P/S Ratio
Winner
BBSC
1.53
SPY
3.76
P/B Ratio
Winner
BBSC
2.42
SPY
5.64

BBSC vs SPY - Holdings Comparison

BBSC and SPY have 1 common holdings. Overlap is -0.01%

BBSC's top 25 holdings weight is 8.67%. SPY's top 25 holdings weight is 51.74%.

RankBBSCSPY
#1
SEMTECH CORP (SMTC) - 0.51%
NVIDIA CORP (NVDA) - 7.89%
#2
JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.50%
APPLE INC (AAPL) - 7.37%
#3
MOOG INC CLASS A (MOG-A) - 0.43%
MICROSOFT CORP (MSFT) - 4.50%
#4
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.41%
AMAZON.COM INC (AMZN) - 3.82%
#5
n/a (AHR) - 0.41%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
DIGITALOCEAN HOLDINGS INC (DOCN) - 0.37%
BROADCOM INC (AVGO) - 2.86%
#7
JFROG LTD ORDINARY SHARES (FROG) - 0.36%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
FORMFACTOR INC (FORM) - 0.35%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
CARETRUST REIT INC (CTRE) - 0.34%
TESLA INC (TSLA) - 1.70%
#10
CRINETICS PHARMACEUTICALS INC (CRNX) - 0.34%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
KRYSTAL BIOTECH INC (KRYS) - 0.34%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.34%
ELI LILLY AND CO (LLY) - 1.40%
#13
CORCEPT THERAPEUTICS INC (CORT) - 0.34%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
COMPASS INC CLASS A (COMP) - 0.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ESCO TECHNOLOGIES INC (ESE) - 0.32%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
STONEX GROUP INC (SNEX) - 0.32%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TERAWULF INC (WULF) - 0.31%
VISA INC CLASS A (V) - 0.90%
#18
ARGAN INC (AGX) - 0.31%
WALMART INC (WMT) - 0.76%
#19
BRINKER INTERNATIONAL INC (EAT) - 0.31%
INTEL CORP (INTC) - 0.75%
#20
SPYRE THERAPEUTICS INC (SYRE) - 0.30%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
VIASAT INC (VSAT) - 0.30%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
RALLIANT CORP (RAL) - 0.29%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MAXLINEAR INC (MXL) - 0.29%
ABBVIE INC (ABBV) - 0.66%
#24
RIOT PLATFORMS INC (RIOT) - 0.28%
CATERPILLAR INC (CAT) - 0.65%
#25
TEREX CORP (TEX) - 0.28%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings860505

BBSC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BBSC
+1.92%
SPY
+0.52%
3M
Winner
BBSC
+9.95%
SPY
+6.55%
6M
Winner
BBSC
+13.67%
SPY
+9.76%
1Y
Winner
BBSC
+34.77%
SPY
+20.32%
5Y(CAGR)
BBSC
+8.27%
Winner
SPY
+13.01%
10Y(CAGR)
BBSC
N/A
SPY
+15.06%
Max(CAGR)
Winner
BBSC
+11.87%
SPY
+8.50%

BBSC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBBSCSPY
2026+21.24%+10.11%
2025+10.26%+18.00%
2024+13.41%+25.59%
2023+20.66%+26.72%
2022-20.61%-18.64%
2021+16.94%+30.52%
2020+11.94%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BBSC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BBSC drawdown is -1.35%. The current SPY drawdown is -1.24%.

RankBBSCSPY
#1-30.97%
Nov 8, 2021 - Oct 16, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.32%
Nov 25, 2024 - Sep 18, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.54%
Jan 22, 2026 - Apr 14, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.52%
Oct 27, 2025 - Dec 10, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.14%
Mar 15, 2021 - Jun 8, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.90%
Jun 25, 2021 - Oct 25, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.90%
Feb 9, 2021 - Mar 11, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.31%
Nov 11, 2024 - Nov 25, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.36%
Dec 11, 2025 - Jan 8, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.26%
May 6, 2026 - May 26, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.15%
Jun 8, 2021 - Jun 25, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.93%
Oct 6, 2025 - Oct 14, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.54%
Oct 16, 2024 - Nov 6, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.32%
Jan 22, 2021 - Feb 3, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.81%
Dec 23, 2020 - Jan 6, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BBSC and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

BBSC vs SPY dividend yield comparison.

YearBBSCSPY
20260.39%0.49%
20251.13%1.07%
20241.29%1.21%
20231.58%1.40%
20221.37%1.65%
20211.06%1.20%
20200.18%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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