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BBSC vs. FJACX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BBSC vs. FJACX

Last updated May 12, 2025

Compare and contrast key facts about JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and Fidelity Series Small Cap Discovery Fund (FJACX).

BBSC is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Small Cap Target Market Exposure Extended Index. It was launched on Nov 16, 2020. FJACX is managed by Fidelity. It was launched on Nov 7, 2013.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBSC or FJACX.

Correlation

The correlation between BBSC and FJACX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

BBSC vs. FJACX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and Fidelity Series Small Cap Discovery Fund (FJACX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BBSC:

21.15%

FJACX:

15.15%

Max Drawdown

BBSC:

-1.08%

FJACX:

-0.68%

Current Drawdown

BBSC:

-0.07%

FJACX:

-0.29%

Returns By Period

BBSC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FJACX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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BBSC vs. FJACX - Expense Ratio Comparison

BBSC has a 0.09% expense ratio, which is higher than FJACX's 0.00% 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%.

BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
FJACX
Fidelity Series Small Cap Discovery Fund

Risk-Adjusted Performance

BBSC vs. FJACX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBSC
The Risk-Adjusted Performance Rank of BBSC is 2020
Overall Rank
The Sharpe Ratio Rank of BBSC is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of BBSC is 2121
Sortino Ratio Rank
The Omega Ratio Rank of BBSC is 2121
Omega Ratio Rank
The Calmar Ratio Rank of BBSC is 1919
Calmar Ratio Rank
The Martin Ratio Rank of BBSC is 1919
Martin Ratio Rank
FJACX
The Risk-Adjusted Performance Rank of FJACX is 33
Overall Rank
The Sharpe Ratio Rank of FJACX is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of FJACX is 22
Sortino Ratio Rank
The Omega Ratio Rank of FJACX is 33
Omega Ratio Rank
The Calmar Ratio Rank of FJACX is 44
Calmar Ratio Rank
The Martin Ratio Rank of FJACX is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BBSC vs. FJACX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and Fidelity Series Small Cap Discovery Fund (FJACX). 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.

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Dividends

BBSC vs. FJACX - Dividend Comparison

BBSC's dividend yield for the trailing twelve months is around 1.38%, less than FJACX's 11.30% yield.

TTM20242023202220212020201920182017201620152014
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF		1.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FJACX
Fidelity Series Small Cap Discovery Fund		11.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BBSC vs. FJACX - Drawdown Comparison

The maximum BBSC drawdown since its inception was -1.08%, which is greater than FJACX's maximum drawdown of -0.68%. Use the drawdown chart below to compare losses from any high point for BBSC and FJACX. For additional features, visit the drawdowns tool.

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Volatility

BBSC vs. FJACX - Volatility Comparison

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