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ACSG vs. BBMC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACSG vs. BBMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Small Cap Growth Insights ETF (ACSG) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACSG achieves a 20.88% return, which is significantly higher than BBMC's 18.37% return.


ACSG

1D
0.91%
1M
4.36%
YTD
20.88%
6M
17.41%
1Y
3Y*
5Y*
10Y*

BBMC

1D
0.63%
1M
2.62%
YTD
18.37%
6M
15.85%
1Y
32.77%
3Y*
19.61%
5Y*
8.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACSG vs. BBMC - Yearly Performance Comparison


Correlation

The correlation between ACSG and BBMC is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 16, 2025

0.93

ACSG vs. BBMC - Sectors Allocation Comparison


Sectors
ACSG
BBMC

Technology

26.1%
21.3%

Industrials

22.4%
18.7%

Healthcare

21.2%
9.9%

Consumer Cyclical

8.2%
11.8%

Financial Services

7.6%
10.6%

Basic Materials

3.8%
4.7%

Energy

2.8%
3.0%

Consumer Defensive

2.4%
3.6%

Utilities

2.0%
2.4%

Communication Services

1.9%
2.4%

Real Estate

1.8%
6.4%

Technology

ACSG
26.1%
BBMC
21.3%

Industrials

ACSG
22.4%
BBMC
18.7%

Healthcare

ACSG
21.2%
BBMC
9.9%

Consumer Cyclical

ACSG
8.2%
BBMC
11.8%

Financial Services

ACSG
7.6%
BBMC
10.6%

Basic Materials

ACSG
3.8%
BBMC
4.7%

Energy

ACSG
2.8%
BBMC
3.0%

Consumer Defensive

ACSG
2.4%
BBMC
3.6%

Utilities

ACSG
2.0%
BBMC
2.4%

Communication Services

ACSG
1.9%
BBMC
2.4%

Real Estate

ACSG
1.8%
BBMC
6.4%

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Return for Risk

ACSG vs. BBMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


BBMC
BBMC Risk / Return Rank: 7171
Overall Rank
BBMC Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BBMC Sortino Ratio Rank: 6969
Sortino Ratio Rank
BBMC Omega Ratio Rank: 6464
Omega Ratio Rank
BBMC Calmar Ratio Rank: 7575
Calmar Ratio Rank
BBMC Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACSG vs. BBMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Insights ETF (ACSG) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ACSGBBMCDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

3.38

Martin ratioReturn relative to average drawdown

13.18

ACSG vs. BBMC - Sharpe Ratio Comparison


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Drawdowns

ACSG vs. BBMC - Drawdown Comparison

The maximum ACSG drawdown since its inception was -13.28%, smaller than the maximum BBMC drawdown of -30.11%. Use the drawdown chart below to compare losses from any high point for ACSG and BBMC.


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Drawdown Indicators


ACSGBBMCDifference

Max Drawdown

Largest peak-to-trough decline

-13.28%

-30.11%

+16.83%

Max Drawdown (1Y)

Largest decline over 1 year

-9.75%

Max Drawdown (3Y)

Largest decline over 3 years

-24.18%

Max Drawdown (5Y)

Largest decline over 5 years

-30.11%

Current Drawdown

Current decline from peak

-0.33%

-0.37%

+0.04%

Average Drawdown

Average peak-to-trough decline

-2.90%

-8.84%

+5.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

Volatility

ACSG vs. BBMC - Volatility Comparison


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Volatility by Period


ACSGBBMCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.44%

Volatility (6M)

Calculated over the trailing 6-month period

12.86%

Volatility (1Y)

Calculated over the trailing 1-year period

22.85%

16.88%

+5.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.85%

20.68%

+2.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.85%

21.08%

+1.77%

ACSG vs. BBMC - Expense Ratio Comparison

ACSG has a 0.49% expense ratio, which is higher than BBMC's 0.07% expense ratio.


Dividends

ACSG vs. BBMC - Dividend Comparison

ACSG has not paid dividends to shareholders, while BBMC's dividend yield for the trailing twelve months is around 1.12%.


PositionTTM202520242023202220212020
ACSG
American Century Small Cap Growth Insights ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
1.12%1.25%1.31%1.36%1.48%0.87%0.69%

Frequently Asked Questions


With a correlation of 0.93, ACSG and BBMC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, BBMC is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BBMC is cheaper with a 0.07% expense ratio, compared with 0.49% for ACSG.

BBMC has the higher dividend yield at 1.12%, compared with 0.00% for ACSG.

They also come from different issuers: American Century and JPMorgan. Their fees differ too: 0.49% for ACSG and 0.07% for BBMC.

Portfolio Optimizer

Find the right allocation for ACSG and BBMC

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