BBSC vs UYG
Comparison between JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).
5-Year PerformanceUYG has outperformed BBSC, delivering a return of +13.1% compared to +8.3%
BBSC vs UYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BBSC
$744M
UYG
$743M
Expense Ratio
BBSC
0.09%
UYG
N/A
Max Drawdown
Winner
BBSC
32.05%
UYG
97.97%
Sharpe Ratio
Winner
BBSC
1.45
UYG
0.30
5Y Beta
Winner
BBSC
1.12
UYG
1.56
P/E Ratio
BBSC
90.34
Winner
UYG
17.62
Forward P/E
Winner
BBSC
16.04
UYG
16.33
PEG Ratio
BBSC
N/A
UYG
0.58
5Y Dividends CAGR
BBSC
33.43%
Winner
UYG
119.16%
5Y EPS CAGR
BBSC
8.06%
Winner
UYG
11.58%
Debt to Equity
Winner
BBSC
22.79%
UYG
71.89%
P/S Ratio
Winner
BBSC
1.53
UYG
3.64
P/B Ratio
BBSC
2.42
Winner
UYG
2.42
BBSC vs UYG - Holdings Comparison
BBSC and UYG have 1 common holdings. Overlap is -0.01%
BBSC's top 25 holdings weight is 8.67%. UYG's top 25 holdings weight is 77.29%.
| Rank | BBSC | UYG |
|---|---|---|
| #1 | SEMTECH CORP (SMTC) - 0.51% | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 22.80% |
| #2 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.50% | JPMORGAN CHASE & CO (JPM) - 6.92% |
| #3 | MOOG INC CLASS A (MOG-A) - 0.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.78% |
| #4 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.41% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.96% |
| #5 | n/a (AHR) - 0.41% | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 4.87% |
| #6 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.37% | VISA INC CLASS A (V) - 4.45% |
| #7 | JFROG LTD ORDINARY SHARES (FROG) - 0.36% | MASTERCARD INC CLASS A (MA) - 3.27% |
| #8 | FORMFACTOR INC (FORM) - 0.35% | BANK OF AMERICA CORP (BAC) - 2.98% |
| #9 | CARETRUST REIT INC (CTRE) - 0.34% | THE GOLDMAN SACHS GROUP INC (GS) - 2.53% |
| #10 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.34% | MORGAN STANLEY (MS) - 2.05% |
| #11 | KRYSTAL BIOTECH INC (KRYS) - 0.34% | WELLS FARGO & CO (WFC) - 1.97% |
| #12 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.34% | CITIGROUP INC (C) - 1.71% |
| #13 | CORCEPT THERAPEUTICS INC (CORT) - 0.34% | AMERICAN EXPRESS CO (AXP) - 1.42% |
| #14 | COMPASS INC CLASS A (COMP) - 0.32% | CHARLES SCHWAB CORP (SCHW) - 1.24% |
| #15 | ESCO TECHNOLOGIES INC (ESE) - 0.32% | BLACKROCK INC (BLK) - 1.11% |
| #16 | STONEX GROUP INC (SNEX) - 0.32% | PROGRESSIVE CORP (PGR) - 1.00% |
| #17 | TERAWULF INC (WULF) - 0.31% | S&P GLOBAL INC (SPGI) - 1.00% |
| #18 | ARGAN INC (AGX) - 0.31% | CAPITAL ONE FINANCIAL CORP (COF) - 0.96% |
| #19 | BRINKER INTERNATIONAL INC (EAT) - 0.31% | CHUBB LTD (CB) - 0.94% |
| #20 | SPYRE THERAPEUTICS INC (SYRE) - 0.30% | BANK OF NEW YORK MELLON CORP (BNY) - 0.80% |
| #21 | VIASAT INC (VSAT) - 0.30% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.76% |
| #22 | RALLIANT CORP (RAL) - 0.29% | U.S. BANCORP (USB) - 0.73% |
| #23 | MAXLINEAR INC (MXL) - 0.29% | BLACKSTONE INC (BX) - 0.70% |
| #24 | RIOT PLATFORMS INC (RIOT) - 0.28% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.68% |
| #25 | TEREX CORP (TEX) - 0.28% | CME GROUP INC CLASS A (CME) - 0.66% |
| Total Holdings | 860 | 80 |
BBSC vs UYG - Historical Returns
Returns include dividend reinvestment.
1M
BBSC
+1.92%
Winner
UYG
+8.24%
3M
BBSC
+9.95%
Winner
UYG
+13.75%
6M
Winner
BBSC
+13.67%
UYG
+7.71%
1Y
Winner
BBSC
+34.77%
UYG
+9.07%
5Y(CAGR)
BBSC
+8.27%
Winner
UYG
+13.14%
10Y(CAGR)
BBSC
N/A
UYG
+17.93%
Max(CAGR)
Winner
BBSC
+11.87%
UYG
+0.54%
BBSC vs UYG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BBSC | UYG |
|---|---|---|
| 2026 | +21.24% | +1.31% |
| 2025 | +10.26% | +20.40% |
| 2024 | +13.41% | +54.90% |
| 2023 | +20.66% | +21.56% |
| 2022 | -20.61% | -33.20% |
| 2021 | +16.94% | +81.39% |
| 2020 | +11.94% | -21.03% |
| 2019 | N/A | +65.80% |
| 2018 | N/A | -22.31% |
| 2017 | N/A | +37.19% |
| 2016 | N/A | +36.51% |
| 2015 | N/A | -4.45% |
| 2014 | N/A | +28.88% |
| 2013 | N/A | +65.28% |
| 2012 | N/A | +47.82% |
| 2011 | N/A | -35.32% |
| 2010 | N/A | +13.99% |
| 2009 | N/A | -6.37% |
| 2008 | N/A | -84.55% |
| 2007 | N/A | -40.73% |
BBSC vs UYG Drawdown Comparison
The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The current BBSC drawdown is -1.35%. The current UYG drawdown is -3.90%.
| Rank | BBSC | UYG |
|---|---|---|
| #1 | -30.97% Nov 8, 2021 - Oct 16, 2024 | -97.90% Feb 20, 2007 - Jan 30, 2025 |
| #2 | -29.32% Nov 25, 2024 - Sep 18, 2025 | -30.35% Feb 18, 2025 - Jul 3, 2025 |
| #3 | -9.54% Jan 22, 2026 - Apr 14, 2026 | -28.91% Jan 6, 2026 - Mar 27, 2026 |
| #4 | -9.52% Oct 27, 2025 - Dec 10, 2025 | -11.82% Sep 29, 2025 - Dec 11, 2025 |
| #5 | -9.14% Mar 15, 2021 - Jun 8, 2021 | -7.58% Jul 25, 2025 - Aug 22, 2025 |
| #6 | -8.90% Jun 25, 2021 - Oct 25, 2021 | -6.00% Jul 3, 2025 - Jul 25, 2025 |
| #7 | -6.90% Feb 9, 2021 - Mar 11, 2021 | -3.72% Sep 4, 2025 - Sep 19, 2025 |
| #8 | -5.31% Nov 11, 2024 - Nov 25, 2024 | -3.28% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -4.36% Dec 11, 2025 - Jan 8, 2026 | -3.19% Feb 8, 2007 - Feb 14, 2007 |
| #10 | -4.26% May 6, 2026 - May 26, 2026 | -3.15% Feb 6, 2025 - Feb 18, 2025 |
| #11 | -4.15% Jun 8, 2021 - Jun 25, 2021 | -2.39% Jan 30, 2025 - Feb 6, 2025 |
| #12 | -3.93% Oct 6, 2025 - Oct 14, 2025 | -2.09% Sep 19, 2025 - Sep 29, 2025 |
| #13 | -3.54% Oct 16, 2024 - Nov 6, 2024 | -1.92% Dec 15, 2025 - Dec 22, 2025 |
| #14 | -3.32% Jan 22, 2021 - Feb 3, 2021 | -1.86% Aug 29, 2025 - Sep 4, 2025 |
| #15 | -2.81% Dec 23, 2020 - Jan 6, 2021 | -1.10% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between BBSC and UYG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
BBSC vs UYG dividend yield comparison.
| Year | BBSC | UYG |
|---|---|---|
| 2026 | 0.39% | 0.34% |
| 2025 | 1.13% | 11.72% |
| 2024 | 1.29% | 0.51% |
| 2023 | 1.58% | 0.79% |
| 2022 | 1.37% | 0.77% |
| 2021 | 1.06% | 9.39% |
| 2020 | 0.18% | 0.66% |
| 2019 | 0.00% | 0.90% |
| 2018 | 0.00% | 1.28% |
| 2017 | 0.00% | 0.56% |
| 2016 | 0.00% | 0.76% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 0.29% |
| 2012 | 0.00% | 0.86% |
| 2011 | 0.00% | 0.33% |
| 2010 | 0.00% | 0.12% |
| 2009 | 0.00% | 0.69% |
| 2008 | 0.00% | 5.45% |
| 2007 | 0.00% | 2.45% |
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