AVSC vs. BBSC
AVSC (Avantis US Small Cap Equity ETF) and BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity ETF) are both exchange-traded funds - AVSC is a Small Cap Value Equities fund tracking the Russell 2000 Index, while BBSC is a Small Cap Blend Equities fund tracking the Morningstar US Small Cap Target Market Exposure Extended Index. Both are passively managed. Over the past 3 years, AVSC returned 18.76%/yr vs 19.37%/yr for BBSC. With a 0.97 correlation, they move nearly in lockstep. AVSC charges 0.25%/yr vs 0.09%/yr for BBSC.
Performance
AVSC vs. BBSC - Performance Comparison
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Returns By Period
In the year-to-date period, AVSC achieves a 21.34% return, which is significantly higher than BBSC's 20.14% return.
AVSC
- 1D
- 0.00%
- 1M
- 4.53%
- YTD
- 21.34%
- 6M
- 18.56%
- 1Y
- 44.03%
- 3Y*
- 18.76%
- 5Y*
- —
- 10Y*
- —
BBSC
- 1D
- 0.21%
- 1M
- 4.47%
- YTD
- 20.14%
- 6M
- 16.83%
- 1Y
- 41.19%
- 3Y*
- 19.37%
- 5Y*
- 7.22%
- 10Y*
- —
AVSC vs. BBSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVSC Avantis US Small Cap Equity ETF | 21.34% | 9.42% | 7.75% | 19.68% | -12.40% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 20.14% | 10.38% | 12.31% | 20.07% | -17.70% |
Correlation
The correlation between AVSC and BBSC is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2022 | 0.97 |
The correlation between AVSC and BBSC has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
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Return for Risk
AVSC vs. BBSC — Risk / Return Rank
AVSC
BBSC
AVSC vs. BBSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Equity ETF (AVSC) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC). 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.
| AVSC | BBSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.35 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 5.61 | 4.34 | +1.27 |
| Martin ratioReturn relative to average drawdown | 17.56 | 14.18 | +3.38 |
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Drawdowns
AVSC vs. BBSC - Drawdown Comparison
The maximum AVSC drawdown since its inception was -28.40%, smaller than the maximum BBSC drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for AVSC and BBSC.
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Drawdown Indicators
| AVSC | BBSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -30.96% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -9.54% | +1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -28.40% | -29.32% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.96% | — |
Current DrawdownCurrent decline from peak | -0.38% | 0.00% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -11.39% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.91% | -0.40% |
Volatility
AVSC vs. BBSC - Volatility Comparison
The current volatility for Avantis US Small Cap Equity ETF (AVSC) is 4.68%, while JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a volatility of 5.45%. This indicates that AVSC experiences smaller price fluctuations and is considered to be less risky than BBSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVSC | BBSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 5.45% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 13.40% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 19.41% | -1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.29% | 22.97% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 22.85% | -0.56% |
AVSC vs. BBSC - Expense Ratio Comparison
AVSC has a 0.25% expense ratio, which is higher than BBSC's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AVSC vs. BBSC - Dividend Comparison
AVSC's dividend yield for the trailing twelve months is around 1.20%, more than BBSC's 0.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AVSC Avantis US Small Cap Equity ETF | 1.20% | 1.16% | 1.17% | 1.42% | 1.10% | 0.00% | 0.00% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.99% | 1.13% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% |
Frequently Asked Questions
With a correlation of 0.95, AVSC and BBSC 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.
BBSC has higher volatility (5.45%) compared to AVSC (4.68%). In terms of maximum drawdown, AVSC dropped -28.40% vs BBSC's -30.96%.
On 3-year performance, BBSC leads with 19.37% vs 18.76% for AVSC. On fees, BBSC is cheaper at 0.09% per year. On volatility, AVSC has been the lower-risk option at 4.68%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BBSC has performed better with a 19.37% return vs 18.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBSC is cheaper with a 0.09% expense ratio, compared with 0.25% for AVSC.
AVSC has the higher dividend yield at 1.20%, compared with 0.99% for BBSC.
AVSC is categorized as Small Cap Value Equities, while BBSC is Small Cap Blend Equities. AVSC tracks Russell 2000 Index, while BBSC tracks Morningstar US Small Cap Target Market Exposure Extended Index. They also come from different issuers: Avantis and JPMorgan. Their fees differ too: 0.25% for AVSC and 0.09% for BBSC.
AVSC currently has the higher Sharpe Ratio (2.43 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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