BBSC vs. SYZ
BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity ETF) and SYZ (Lazard US Systematic Small Cap Equity ETF) are both Small Cap Blend Equities funds. BBSC is passively managed, while SYZ is actively managed. Their correlation of 0.93 suggests significant overlap in exposure. BBSC charges 0.09%/yr vs 0.60%/yr for SYZ.
Performance
BBSC vs. SYZ - Performance Comparison
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Returns By Period
In the year-to-date period, BBSC achieves a 21.48% return, which is significantly higher than SYZ's 19.66% return.
BBSC
- 1D
- 0.42%
- 1M
- 2.06%
- 6M
- 15.35%
- YTD
- 21.48%
- 1Y
- 33.04%
- 3Y*
- 17.06%
- 5Y*
- 8.50%
- 10Y*
- —
SYZ
- 1D
- 0.39%
- 1M
- -0.08%
- 6M
- 14.63%
- YTD
- 19.66%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBSC vs. SYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 21.48% | 2.23% |
SYZ Lazard US Systematic Small Cap Equity ETF | 19.66% | 0.54% |
Correlation
The correlation between BBSC and SYZ is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 15, 2025 | 0.93 |
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Return for Risk
BBSC vs. SYZ — Risk / Return Rank
BBSC
SYZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBSC vs. SYZ - 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 Lazard US Systematic Small Cap Equity ETF (SYZ). 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 | SYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.48 | — | — |
| Martin ratioReturn relative to average drawdown | 11.35 | — | — |
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Drawdowns
BBSC vs. SYZ - Drawdown Comparison
The maximum BBSC drawdown since its inception was -30.96%, which is greater than SYZ's maximum drawdown of -8.00%. Use the drawdown chart below to compare losses from any high point for BBSC and SYZ.
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Drawdown Indicators
| BBSC | SYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.96% | -8.00% | -22.96% |
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 | -2.13% | -2.43% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -1.97% | -9.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | — | — |
Volatility
BBSC vs. SYZ - Volatility Comparison
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Volatility by Period
| BBSC | SYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 16.70% | +2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.94% | 16.70% | +6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 16.70% | +6.06% |
BBSC vs. SYZ - Expense Ratio Comparison
BBSC has a 0.09% expense ratio, which is lower than SYZ's 0.60% expense ratio.
Dividends
BBSC vs. SYZ - Dividend Comparison
BBSC's dividend yield for the trailing twelve months is around 1.00%, more than SYZ's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.00% | 1.13% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% |
SYZ Lazard US Systematic Small Cap Equity ETF | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, BBSC and SYZ 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 0.60% for SYZ.
BBSC has the higher dividend yield at 1.00%, compared with 0.24% for SYZ.
They also come from different issuers: JPMorgan and Lazard. Their fees differ too: 0.09% for BBSC and 0.60% for SYZ.
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