BBSC vs. JPIE

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and JPMorgan Income ETF (JPIE).

BBSC and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBSC is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Small Cap Target Market Exposure Extended Index. It was launched on Nov 16, 2020. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.

Performance

BBSC vs. JPIE - 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 JPMorgan Income ETF (JPIE). The values are adjusted to include any dividend payments, if applicable.

BBSC vs. JPIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF	1.77%	10.38%	12.31%	20.07%	-19.75%	-4.32%
JPIE JPMorgan Income ETF	0.51%	7.39%	6.32%	7.07%	-6.13%	0.30%

Returns By Period

In the year-to-date period, BBSC achieves a 1.77% return, which is significantly higher than JPIE's 0.51% return.

BBSC

• 1D: 0.54%
• 1M: -4.66%
• YTD: 1.77%
• 6M: 1.92%
• 1Y: 26.35%
• 3Y*: 13.20%
• 5Y*: 4.37%
• 10Y*: —

JPIE

• 1D: 0.10%
• 1M: -0.44%
• YTD: 0.51%
• 6M: 2.07%
• 1Y: 5.77%
• 3Y*: 6.27%
• 5Y*: —
• 10Y*: —

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

BBSC vs. JPIE - Expense Ratio Comparison

BBSC has a 0.09% expense ratio, which is lower than JPIE's 0.41% expense ratio.

JPIE

JPMorgan Income ETF

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

Return for Risk

BBSC vs. JPIE — Risk / Return Rank

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

BBSC

BBSC Risk / Return Rank: 61
BBSC Sharpe Ratio Rank: 59
BBSC Sortino Ratio Rank: 63
BBSC Omega Ratio Rank: 54
BBSC Calmar Ratio Rank: 66
BBSC Martin Ratio Rank: 65

JPIE

JPIE Risk / Return Rank: 96
JPIE Sharpe Ratio Rank: 97
JPIE Sortino Ratio Rank: 97
JPIE Omega Ratio Rank: 98
JPIE Calmar Ratio Rank: 92
JPIE Martin Ratio Rank: 97

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.

BBSC vs. JPIE - 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 JPMorgan Income ETF (JPIE). 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	JPIE	Difference
Sharpe ratio Return per unit of total volatility	1.10	2.74	-1.64
Sortino ratio Return per unit of downside risk	1.66	3.66	-2.00
Omega ratio Gain probability vs. loss probability	1.21	1.69	-0.48
Calmar ratio Return relative to maximum drawdown	1.80	3.41	-1.61
Martin ratio Return relative to average drawdown	7.07	18.78	-11.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBSC vs. JPIE - Sharpe Ratio Comparison

The current BBSC Sharpe Ratio is 1.10, which is lower than the JPIE Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of BBSC and JPIE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BBSC	JPIE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.10	2.74	-1.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.19	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.95	-0.56

Correlation

The correlation between BBSC and JPIE is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BBSC vs. JPIE - Dividend Comparison

BBSC's dividend yield for the trailing twelve months is around 1.17%, less than JPIE's 5.65% yield.

	TTM	2025	2024	2023	2022	2021	2020
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF	1.17%	1.13%	1.29%	1.58%	1.37%	1.06%	0.18%
JPIE JPMorgan Income ETF	5.65%	5.65%	6.11%	5.70%	4.49%	0.63%	0.00%

Drawdowns

BBSC vs. JPIE - Drawdown Comparison

The maximum BBSC drawdown since its inception was -30.96%, which is greater than JPIE's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for BBSC and JPIE.

Drawdown Indicators

	BBSC	JPIE	Difference
Max Drawdown Largest peak-to-trough decline	-30.96%	-9.96%	-21.00%
Max Drawdown (1Y) Largest decline over 1 year	-14.59%	-1.72%	-12.87%
Max Drawdown (5Y) Largest decline over 5 years	-30.96%	—	—
Current Drawdown Current decline from peak	-6.07%	-0.53%	-5.54%
Average Drawdown Average peak-to-trough decline	-11.82%	-2.17%	-9.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.71%	0.31%	+3.40%

Volatility

BBSC vs. JPIE - Volatility Comparison

JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a higher volatility of 7.17% compared to JPMorgan Income ETF (JPIE) at 0.87%. This indicates that BBSC's price experiences larger fluctuations and is considered to be riskier than JPIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBSC	JPIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.17%	0.87%	+6.30%
Volatility (6M) Calculated over the trailing 6-month period	14.49%	1.09%	+13.40%
Volatility (1Y) Calculated over the trailing 1-year period	24.02%	2.11%	+21.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.97%	3.57%	+19.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.02%	3.57%	+19.45%