EZA vs BBSC
Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF).
5-Year PerformanceEZA has outperformed BBSC, delivering a return of +7.9% compared to +6.3%
EZA vs BBSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZA
$729M
Winner
BBSC
$732M
Expense Ratio
EZA
0.59%
Winner
BBSC
0.09%
Max Drawdown
EZA
68.15%
Winner
BBSC
32.05%
Sharpe Ratio
EZA
0.84
Winner
BBSC
1.44
5Y Beta
Winner
EZA
0.95
BBSC
1.13
P/E Ratio
EZA
N/A
BBSC
150.14
Forward P/E
EZA
N/A
BBSC
15.75
5Y Dividends CAGR
EZA
-1.35%
Winner
BBSC
50.64%
5Y EPS CAGR
EZA
N/A
BBSC
9.66%
Debt to Equity
EZA
N/A
BBSC
23.06%
P/S Ratio
EZA
N/A
BBSC
1.50
P/B Ratio
EZA
N/A
BBSC
2.33
EZA vs BBSC - Holdings Comparison
EZA and BBSC have 1 common holdings. Overlap is -0.05%
EZA's top 25 holdings weight is 97.40%. BBSC's top 25 holdings weight is 12.84%.
| Rank | EZA | BBSC |
|---|---|---|
| #1 | ANGLOGOLD ASHANTI PLC (AU) - 11.61% | TTM TECHNOLOGIES INC (TTMI) - 0.95% |
| #2 | NASPERS LTD CLASS N (n/a) - 10.42% | SITIME CORP ORDINARY SHARES (SITM) - 0.82% |
| #3 | GOLD FIELDS LTD (n/a) - 8.94% | SEMTECH CORP (SMTC) - 0.78% |
| #4 | FIRSTRAND LTD (n/a) - 6.94% | PLANET LABS PBC CLASS A (PL) - 0.66% |
| #5 | STANDARD BANK GROUP LTD (n/a) - 5.39% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.61% |
| #6 | MTN GROUP LTD (n/a) - 5.19% | VIAVI SOLUTIONS INC (VIAV) - 0.57% |
| #7 | CAPITEC BANK HOLDINGS LTD (n/a) - 4.60% | APPLIED OPTOELECTRONICS INC (AAOI) - 0.57% |
| #8 | VALTERRA PLATINUM LTD (n/a) - 4.43% | FORMFACTOR INC (FORM) - 0.55% |
| #9 | IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.59% | MOOG INC CLASS A (MOG-A) - 0.50% |
| #10 | ABSA GROUP LTD (n/a) - 3.54% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.48% |
| #11 | DISCOVERY LTD (n/a) - 2.84% | RIOT PLATFORMS INC (RIOT) - 0.46% |
| #12 | HARMONY GOLD MINING CO LTD (n/a) - 2.80% | TERAWULF INC (WULF) - 0.46% |
| #13 | SANLAM LTD (n/a) - 2.71% | CARETRUST REIT INC (CTRE) - 0.46% |
| #14 | SASOL LTD (n/a) - 2.61% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.45% |
| #15 | BID CORP LTD (n/a) - 2.60% | ARGAN INC (AGX) - 0.45% |
| #16 | SHOPRITE HOLDINGS LTD (n/a) - 2.59% | n/a (AHR) - 0.43% |
| #17 | SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 2.44% | VIASAT INC (VSAT) - 0.43% |
| #18 | NEDBANK GROUP LTD (n/a) - 2.19% | POWELL INDUSTRIES INC (POWL) - 0.42% |
| #19 | NORTHAM PLATINUM HOLDINGS LTD (n/a) - 2.02% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.40% |
| #20 | REMGRO LTD (n/a) - 1.85% | n/a (PRAX) - 0.40% |
| #21 | VODACOM GROUP LTD (n/a) - 1.81% | VICOR CORP (VICR) - 0.40% |
| #22 | NEPI ROCKCASTLE NV (n/a) - 1.67% | KRYSTAL BIOTECH INC (KRYS) - 0.40% |
| #23 | REINET INVESTMENTS SCA (n/a) - 1.59% | MAXLINEAR INC (MXL) - 0.40% |
| #24 | BIDVEST GROUP LTD (n/a) - 1.53% | STONEX GROUP INC (SNEX) - 0.40% |
| #25 | PEPKOR HOLDINGS LTD (n/a) - 1.50% | n/a (CORZ) - 0.39% |
| Total Holdings | 35 | 731 |
EZA vs BBSC - Historical Returns
Returns include dividend reinvestment.
1M
EZA
-5.00%
Winner
BBSC
-0.28%
3M
EZA
-9.87%
Winner
BBSC
+9.38%
6M
EZA
+0.04%
Winner
BBSC
+12.20%
1Y
EZA
+27.17%
Winner
BBSC
+34.32%
5Y(CAGR)
Winner
EZA
+7.93%
BBSC
+6.35%
10Y(CAGR)
EZA
+6.84%
BBSC
N/A
Max(CAGR)
EZA
+9.16%
Winner
BBSC
+10.75%
EZA vs BBSC - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EZA | BBSC |
|---|---|---|
| 2026 | -7.25% | +13.08% |
| 2025 | +73.49% | +10.26% |
| 2024 | +9.82% | +13.41% |
| 2023 | -1.59% | +20.66% |
| 2022 | -6.50% | -20.61% |
| 2021 | +7.43% | +16.94% |
| 2020 | -6.02% | +11.94% |
| 2019 | +9.97% | N/A |
| 2018 | -25.17% | N/A |
| 2017 | +34.76% | N/A |
| 2016 | +19.57% | N/A |
| 2015 | -24.50% | N/A |
| 2014 | +6.87% | N/A |
| 2013 | -7.68% | N/A |
| 2012 | +17.91% | N/A |
| 2011 | -15.89% | N/A |
| 2010 | +32.24% | N/A |
| 2009 | +47.87% | N/A |
| 2008 | -38.47% | N/A |
| 2007 | +18.24% | N/A |
| 2006 | +13.00% | N/A |
| 2005 | +24.77% | N/A |
| 2004 | +40.73% | N/A |
| 2003 | +47.69% | N/A |
EZA vs BBSC Drawdown Comparison
The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.
The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.
The current EZA drawdown is -21.12%. The current BBSC drawdown is -2.81%.
| Rank | EZA | BBSC |
|---|---|---|
| #1 | -64.67% Oct 31, 2007 - Oct 5, 2010 | -30.97% Nov 8, 2021 - Oct 16, 2024 |
| #2 | -62.32% Jan 26, 2018 - May 23, 2025 | -29.32% Nov 25, 2024 - Sep 18, 2025 |
| #3 | -45.03% Apr 28, 2015 - Dec 21, 2017 | -9.54% Jan 22, 2026 - Apr 14, 2026 |
| #4 | -29.56% May 9, 2006 - Feb 22, 2007 | -9.52% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -25.94% Apr 29, 2011 - May 14, 2014 | -9.14% Mar 15, 2021 - Jun 8, 2021 |
| #6 | -23.31% Feb 27, 2026 - Mar 20, 2026 | -8.90% Jun 25, 2021 - Oct 25, 2021 |
| #7 | -20.25% Jul 23, 2007 - Oct 4, 2007 | -6.90% Feb 9, 2021 - Mar 11, 2021 |
| #8 | -19.16% Apr 6, 2004 - Sep 16, 2004 | -5.31% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -18.04% Mar 9, 2005 - Aug 10, 2005 | -4.36% Dec 11, 2025 - Jan 8, 2026 |
| #10 | -17.71% Sep 5, 2014 - Apr 28, 2015 | -4.26% May 6, 2026 - May 26, 2026 |
| #11 | -13.68% Feb 1, 2006 - Apr 3, 2006 | -4.15% Jun 8, 2021 - Jun 25, 2021 |
| #12 | -13.47% Feb 23, 2007 - Apr 2, 2007 | -3.93% Oct 6, 2025 - Oct 14, 2025 |
| #13 | -13.40% Jan 3, 2011 - Apr 6, 2011 | -3.54% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -12.38% Jan 3, 2005 - Feb 24, 2005 | -3.32% Jan 22, 2021 - Feb 3, 2021 |
| #15 | -11.13% Sep 30, 2005 - Nov 21, 2005 | -2.81% Dec 23, 2020 - Jan 6, 2021 |
Correlation
Correlation between EZA and BBSC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2003 - 2026)
EZA vs BBSC dividend yield comparison.
| Year | EZA | BBSC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 6.16% | 1.13% |
| 2024 | 7.26% | 1.29% |
| 2023 | 2.84% | 1.58% |
| 2022 | 3.90% | 1.37% |
| 2021 | 2.05% | 1.06% |
| 2020 | 5.51% | 0.18% |
| 2019 | 12.27% | 0.00% |
| 2018 | 3.81% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 4.10% | 0.00% |
| 2015 | 3.03% | 0.00% |
| 2014 | 2.20% | 0.00% |
| 2013 | 2.44% | 0.00% |
| 2012 | 3.01% | 0.00% |
| 2011 | 3.15% | 0.00% |
| 2010 | 2.43% | 0.00% |
| 2009 | 3.70% | 0.00% |
| 2008 | 6.06% | 0.00% |
| 2007 | 2.01% | 0.00% |
| 2006 | 2.18% | 0.00% |
| 2005 | 2.00% | 0.00% |
| 2004 | 1.52% | 0.00% |
| 2003 | 2.42% | 0.00% |
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