BBSC vs. AVSC
BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity ETF) and AVSC (Avantis US Small Cap Equity ETF) are both exchange-traded funds - BBSC is a Small Cap Blend Equities fund tracking the Morningstar US Small Cap Target Market Exposure Extended Index, while AVSC is a Small Cap Value Equities fund tracking the Russell 2000 Index. Both are passively managed. Over the past 3 years, BBSC returned 19.37%/yr vs 18.76%/yr for AVSC. With a 0.97 correlation, they move nearly in lockstep. BBSC charges 0.09%/yr vs 0.25%/yr for AVSC.
Performance
BBSC vs. AVSC - Performance Comparison
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Returns By Period
In the year-to-date period, BBSC achieves a 20.14% return, which is significantly lower than AVSC's 21.34% return.
BBSC
- 1D
- 0.21%
- 1M
- 4.47%
- YTD
- 20.14%
- 6M
- 16.83%
- 1Y
- 41.19%
- 3Y*
- 19.37%
- 5Y*
- 7.22%
- 10Y*
- —
AVSC
- 1D
- 0.00%
- 1M
- 4.53%
- YTD
- 21.34%
- 6M
- 18.56%
- 1Y
- 44.03%
- 3Y*
- 18.76%
- 5Y*
- —
- 10Y*
- —
BBSC vs. AVSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 20.14% | 10.38% | 12.31% | 20.07% | -17.70% |
AVSC Avantis US Small Cap Equity ETF | 21.34% | 9.42% | 7.75% | 19.68% | -12.40% |
Correlation
The correlation between BBSC and AVSC 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 BBSC and AVSC has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
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Return for Risk
BBSC vs. AVSC — Risk / Return Rank
BBSC
AVSC
BBSC vs. AVSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and Avantis US Small Cap Equity ETF (AVSC). 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.
| BBSC | AVSC | 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 | 1.35 | 1.41 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.34 | 5.61 | -1.27 |
| Martin ratioReturn relative to average drawdown | 14.18 | 17.56 | -3.38 |
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Drawdowns
BBSC vs. AVSC - Drawdown Comparison
The maximum BBSC drawdown since its inception was -30.96%, which is greater than AVSC's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for BBSC and AVSC.
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Drawdown Indicators
| BBSC | AVSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.96% | -28.40% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -7.89% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -29.32% | -28.40% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -30.96% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.38% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -7.36% | -4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.51% | +0.40% |
Volatility
BBSC vs. AVSC - Volatility Comparison
JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a higher volatility of 5.45% compared to Avantis US Small Cap Equity ETF (AVSC) at 4.68%. This indicates that BBSC's price experiences larger fluctuations and is considered to be riskier than AVSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBSC | AVSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.68% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 12.00% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.41% | 18.21% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.97% | 22.29% | +0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 22.29% | +0.56% |
BBSC vs. AVSC - Expense Ratio Comparison
BBSC has a 0.09% expense ratio, which is lower than AVSC's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBSC vs. AVSC - Dividend Comparison
BBSC's dividend yield for the trailing twelve months is around 0.99%, less than AVSC's 1.20% 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, BBSC and AVSC 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, BBSC dropped -30.96% vs AVSC's -28.40%.
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.
BBSC is categorized as Small Cap Blend Equities, while AVSC is Small Cap Value Equities. BBSC tracks Morningstar US Small Cap Target Market Exposure Extended Index, while AVSC tracks Russell 2000 Index. They also come from different issuers: JPMorgan and Avantis. Their fees differ too: 0.09% for BBSC and 0.25% for AVSC.
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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