BBSC vs. ESSC
BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity ETF) and ESSC (Eventide Small Cap ETF) are both Small Cap Blend Equities funds. BBSC is passively managed, while ESSC is actively managed. With a 0.96 correlation, they move nearly in lockstep. BBSC charges 0.09%/yr vs 0.49%/yr for ESSC.
Performance
BBSC vs. ESSC - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BBSC having a 15.75% return and ESSC slightly lower at 15.03%.
BBSC
- 1D
- -1.11%
- 1M
- 2.71%
- YTD
- 15.75%
- 6M
- 14.20%
- 1Y
- 35.98%
- 3Y*
- 17.34%
- 5Y*
- 6.64%
- 10Y*
- —
ESSC
- 1D
- -0.78%
- 1M
- 2.91%
- YTD
- 15.03%
- 6M
- 14.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBSC vs. ESSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 15.75% | 0.65% |
ESSC Eventide Small Cap ETF | 15.03% | 3.65% |
Correlation
The correlation between BBSC and ESSC is 0.96 - 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 (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.96 |
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Return for Risk
BBSC vs. ESSC — Risk / Return Rank
BBSC
ESSC
BBSC vs. ESSC - 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 Eventide Small Cap ETF (ESSC). 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.
| BBSC | ESSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.79 | — | — |
| Martin ratioReturn relative to average drawdown | 12.35 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBSC | ESSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 1.58 | -1.10 |
Drawdowns
BBSC vs. ESSC - Drawdown Comparison
The maximum BBSC drawdown since its inception was -30.96%, which is greater than ESSC's maximum drawdown of -9.51%. Use the drawdown chart below to compare losses from any high point for BBSC and ESSC.
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Drawdown Indicators
| BBSC | ESSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.96% | -9.51% | -21.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -29.32% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.96% | — | — |
Current DrawdownCurrent decline from peak | -1.48% | -1.05% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -11.49% | -2.19% | -9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | — | — |
Volatility
BBSC vs. ESSC - Volatility Comparison
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Volatility by Period
| BBSC | ESSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.12% | 19.00% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.93% | 19.00% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.86% | 19.00% | +3.86% |
BBSC vs. ESSC - Expense Ratio Comparison
BBSC has a 0.09% expense ratio, which is lower than ESSC's 0.49% expense ratio.
Dividends
BBSC vs. ESSC - Dividend Comparison
BBSC's dividend yield for the trailing twelve months is around 1.03%, more than ESSC's 0.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.03% | 1.13% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% |
ESSC Eventide Small Cap ETF | 0.16% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.96, BBSC and ESSC 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, BBSC is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBSC is cheaper with a 0.09% expense ratio, compared with 0.49% for ESSC.
BBSC has the higher dividend yield at 1.03%, compared with 0.16% for ESSC.
They also come from different issuers: JPMorgan and Eventide. Their fees differ too: 0.09% for BBSC and 0.49% for ESSC.
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