BBMC vs. DUSG

Last updated Jul 17, 2026

BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both Small Cap Growth Equities funds. BBMC is passively managed, while DUSG is actively managed. Their correlation of 0.82 suggests significant overlap in exposure. BBMC charges 0.07%/yr vs 0.32%/yr for DUSG.

Performance

BBMC vs. DUSG - Performance Comparison

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

Returns By Period

BBMC

• 1D: 0.21%
• 1M: 0.02%
• 6M: 10.05%
• YTD: 17.81%
• 1Y: 28.33%
• 3Y*: 16.91%
• 5Y*: 9.21%
• 10Y*: —

DUSG

• 1D: 0.69%
• 1M: 0.55%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBMC vs. DUSG - Yearly Performance Comparison

	2026 (YTD)
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	4.60%
DUSG Dimensional U.S. Small Cap Growth ETF	3.37%

Correlation

The correlation between BBMC and DUSG is 0.82, 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 May 6, 2026	0.82

Return for Risk

BBMC vs. DUSG — Risk / Return Rank

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

BBMC

BBMC Risk / Return Rank: 68
BBMC Sharpe Ratio Rank: 65
BBMC Sortino Ratio Rank: 67
BBMC Omega Ratio Rank: 61
BBMC Calmar Ratio Rank: 72
BBMC Martin Ratio Rank: 77

DUSG

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

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.

BBMC vs. DUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Dimensional U.S. Small Cap Growth ETF (DUSG). 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.

	BBMC	DUSG	Difference
Sharpe ratio: Return per unit of total volatility	1.70	—	—
Sortino ratio: Return per unit of downside risk	2.44	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.92	—	—
Martin ratio: Return relative to average drawdown	11.34	—	—

Drawdowns

BBMC vs. DUSG - Drawdown Comparison

The maximum BBMC drawdown since its inception was -30.11%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for BBMC and DUSG.

Drawdown Indicators

	BBMC	DUSG	Difference
Max Drawdown Largest peak-to-trough decline	-30.11%	-4.19%	-25.92%
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	-1.67%	-1.66%	-0.01%
Average Drawdown Average peak-to-trough decline	-8.78%	-1.14%	-7.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.50%	—	—

Volatility

Volatility by Period

	BBMC	DUSG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.41%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.68%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.74%	14.63%	+2.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.64%	14.63%	+6.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.00%	14.63%	+6.37%

BBMC vs. DUSG - Expense Ratio Comparison

BBMC has a 0.07% expense ratio, which is lower than DUSG's 0.32% expense ratio.

Dividends

BBMC vs. DUSG - Dividend Comparison

BBMC's dividend yield for the trailing twelve months is around 1.13%, more than DUSG's 0.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	1.13%	1.25%	1.31%	1.36%	1.48%	0.87%	0.69%
DUSG Dimensional U.S. Small Cap Growth ETF	0.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BBMC and DUSG in my portfolio?

BBMC and DUSG have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BBMC or DUSG?

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.

Which ETF is cheaper, BBMC or DUSG?

BBMC is cheaper with a 0.07% expense ratio, compared with 0.32% for DUSG.

Which ETF pays a higher dividend yield, BBMC or DUSG?

BBMC has the higher dividend yield at 1.13%, compared with 0.14% for DUSG.

What is the main difference between BBMC and DUSG?

They also come from different issuers: JPMorgan and Dimensional Fund Advisors. Their fees differ too: 0.07% for BBMC and 0.32% for DUSG.