BBSC vs. JPLD
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
BBSC and JPLD 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. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
BBSC vs. JPLD - Performance Comparison
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BBSC vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.77% | 10.38% | 12.31% | 1.99% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.50% | 6.01% | 6.49% | 3.23% |
Returns By Period
In the year-to-date period, BBSC achieves a 1.77% return, which is significantly higher than JPLD's 0.50% return.
BBSC
- 1D
- 0.54%
- 1M
- -4.66%
- YTD
- 1.77%
- 6M
- 1.92%
- 1Y
- 26.35%
- 3Y*
- 13.20%
- 5Y*
- 4.37%
- 10Y*
- —
JPLD
- 1D
- 0.12%
- 1M
- -0.50%
- YTD
- 0.50%
- 6M
- 1.56%
- 1Y
- 4.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BBSC vs. JPLD - Expense Ratio Comparison
BBSC has a 0.09% expense ratio, which is lower than JPLD's 0.24% 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%.
Return for Risk
BBSC vs. JPLD — Risk / Return Rank
BBSC
JPLD
BBSC vs. JPLD - 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 J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). 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 | JPLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 2.65 | -1.54 |
Sortino ratioReturn per unit of downside risk | 1.66 | 4.08 | -2.41 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.55 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 4.10 | -2.30 |
Martin ratioReturn relative to average drawdown | 7.07 | 20.00 | -12.93 |
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 | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 2.65 | -1.54 |
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 | 3.30 | -2.92 |
Correlation
The correlation between BBSC and JPLD is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BBSC vs. JPLD - Dividend Comparison
BBSC's dividend yield for the trailing twelve months is around 1.17%, less than JPLD's 4.22% 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% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBSC vs. JPLD - Drawdown Comparison
The maximum BBSC drawdown since its inception was -30.96%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for BBSC and JPLD.
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Drawdown Indicators
| BBSC | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.96% | -1.17% | -29.79% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -1.17% | -13.42% |
Max Drawdown (5Y)Largest decline over 5 years | -30.96% | — | — |
Current DrawdownCurrent decline from peak | -6.07% | -0.62% | -5.45% |
Average DrawdownAverage peak-to-trough decline | -11.82% | -0.14% | -11.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 0.24% | +3.47% |
Volatility
BBSC vs. JPLD - Volatility Comparison
JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a higher volatility of 7.17% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.56%. This indicates that BBSC's price experiences larger fluctuations and is considered to be riskier than JPLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBSC | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 0.56% | +6.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 0.99% | +13.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 1.79% | +22.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.97% | 1.86% | +21.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.02% | 1.86% | +21.16% |