BBSC vs. VIOO

Last updated Aug 2, 2026

BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity ETF) and VIOO (Vanguard S&P Small-Cap 600 ETF) are both Small Cap Blend Equities funds - BBSC tracks the Morningstar US Small Cap Target Market Exposure Extended Index while VIOO tracks the S&P SmallCap 600 Index. Both are passively managed. Over the past 5 years, BBSC returned 7.96%/yr vs 7.42%/yr for VIOO. Their 0.96 correlation means they have historically moved very closely together. BBSC charges 0.09%/yr vs 0.07%/yr for VIOO.

Performance

BBSC vs. VIOO - 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 Vanguard S&P Small-Cap 600 ETF (VIOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with BBSC having a 20.66% return and VIOO slightly higher at 21.54%.

BBSC

• 1D: -0.41%
• 1M: -1.58%
• 6M: 15.39%
• YTD: 20.66%
• 1Y: 36.86%
• 3Y*: 15.24%
• 5Y*: 7.96%
• 10Y*: —
• ALL TIME*: 11.53%

VIOO

• 1D: -0.01%
• 1M: -0.56%
• 6M: 15.04%
• YTD: 21.54%
• 1Y: 35.81%
• 3Y*: 13.37%
• 5Y*: 7.42%
• 10Y*: 10.87%
• ALL TIME*: 12.46%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF	$556.58K	$363.10K	$885.00K
VIOO Vanguard S&P Small-Cap 600 ETF	$8.61M	$8.65M	$9.93M

BBSC vs. VIOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF	20.66%	10.38%	12.31%	20.07%	-19.75%	15.44%	11.94%
VIOO Vanguard S&P Small-Cap 600 ETF	21.54%	6.04%	8.48%	16.16%	-16.26%	26.79%	9.43%

Correlation

The correlation between BBSC and VIOO is 0.95, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.95
Correlation (3Y) Balances recent behavior with more history.	0.96
Correlation (5Y) Shows whether the relationship held over a longer period.	0.97
Correlation (All Time) Calculated using the full available price history since Nov 17, 2020	0.96

The correlation between BBSC and VIOO has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

BBSC vs. VIOO - Sectors Allocation Comparison

Sectors	BBSC	VIOO
Technology	18.9%	15.6%
Healthcare	16.8%	12.2%
Financial Services	15.7%	17.1%
Industrials	14.4%	15.6%
Consumer Cyclical	11.6%	13.2%
Real Estate	7.5%	7.6%
Energy	4.5%	4.9%
Basic Materials	4.0%	4.7%
Consumer Defensive	2.9%	4.2%
Communication Services	2.4%	3.2%
Utilities	1.5%	1.8%

Return for Risk

BBSC vs. VIOO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BBSC

BBSC Risk / Return Rank: 81
BBSC Sharpe Ratio Rank: 79
BBSC Sortino Ratio Rank: 80
BBSC Omega Ratio Rank: 74
BBSC Calmar Ratio Rank: 88
BBSC Martin Ratio Rank: 85

VIOO

VIOO Risk / Return Rank: 86
VIOO Sharpe Ratio Rank: 84
VIOO Sortino Ratio Rank: 86
VIOO Omega Ratio Rank: 81
VIOO Calmar Ratio Rank: 90
VIOO Martin Ratio Rank: 88

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BBSC vs. VIOO - 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 Vanguard S&P Small-Cap 600 ETF (VIOO). 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	VIOO	Difference
Sharpe ratio: Return per unit of total volatility	1.81	1.95	-0.13
Sortino ratio: Return per unit of downside risk	2.61	2.85	-0.24
Omega ratio: Gain probability vs. loss probability	1.31	1.34	-0.03
Calmar ratio: Return relative to maximum drawdown	3.60	3.85	-0.25
Martin ratio: Return relative to average drawdown	11.82	13.20	-1.38

BBSC vs. VIOO - Sharpe Ratio Comparison

The current BBSC Sharpe Ratio is 1.81, which is comparable to the VIOO Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of BBSC and VIOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BBSC vs. VIOO - Drawdown Comparison

The maximum BBSC drawdown since its inception was -30.96%, smaller than the maximum VIOO drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for BBSC and VIOO.

Drawdown Indicators

	BBSC	VIOO	Difference
Max Drawdown Largest peak-to-trough decline	-30.96%	-44.15%	+13.19%
Max Drawdown (1Y) Largest decline over 1 year	-9.54%	-8.77%	-0.77%
Max Drawdown (3Y) Largest decline over 3 years	-29.32%	-27.93%	-1.39%
Max Drawdown (5Y) Largest decline over 5 years	-30.96%	-27.93%	-3.03%
Max Drawdown (10Y) Largest decline over 10 years	—	-44.15%	—
Current Drawdown Current decline from peak	-2.80%	-1.95%	-0.85%
Average Drawdown Average peak-to-trough decline	-11.20%	-7.27%	-3.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.90%	2.56%	+0.34%

Volatility

BBSC vs. VIOO - Volatility Comparison

JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a higher volatility of 3.81% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 3.46%. This indicates that BBSC's price experiences larger fluctuations and is considered to be riskier than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBSC	VIOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.81%	3.46%	+0.35%
Volatility (6M) Calculated over the trailing 6-month period	13.21%	11.66%	+1.55%
Volatility (1Y) Calculated over the trailing 1-year period	19.00%	17.41%	+1.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.86%	21.25%	+1.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.69%	22.94%	-0.25%

BBSC vs. VIOO - Expense Ratio Comparison

BBSC has a 0.09% expense ratio, which is higher than VIOO's 0.07% 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%.

Dividends

BBSC vs. VIOO - Dividend Comparison

BBSC's dividend yield for the trailing twelve months is around 1.01%, less than VIOO's 1.12% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF	1.01%	1.13%	1.29%	1.58%	1.37%	1.06%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%
VIOO Vanguard S&P Small-Cap 600 ETF	1.12%	1.36%	1.48%	1.47%	1.51%	1.16%	1.09%	1.37%	1.32%	1.11%	1.06%	1.26%

Frequently Asked Questions

Can I hold both BBSC and VIOO in my portfolio?

With a correlation of 0.95, BBSC and VIOO 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.

Which is riskier, BBSC or VIOO?

BBSC has higher volatility (3.81%) compared to VIOO (3.46%). In terms of maximum drawdown, BBSC dropped -30.96% vs VIOO's -44.15%.

Which ETF is better, BBSC or VIOO?

On 5-year performance, BBSC leads with 7.96% vs 7.42% for VIOO. On fees, VIOO is cheaper at 0.07% per year. On volatility, VIOO has been the lower-risk option at 3.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BBSC or VIOO?

Over the 5-year period, BBSC has performed better with a 7.96% return vs 7.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BBSC or VIOO?

VIOO is cheaper with a 0.07% expense ratio, compared with 0.09% for BBSC.

Which ETF pays a higher dividend yield, BBSC or VIOO?

VIOO has the higher dividend yield at 1.12%, compared with 1.01% for BBSC.

What is the main difference between BBSC and VIOO?

BBSC tracks Morningstar US Small Cap Target Market Exposure Extended Index, while VIOO tracks S&P SmallCap 600 Index. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.09% for BBSC and 0.07% for VIOO.

Which has better risk-adjusted returns?

VIOO currently has the higher Sharpe Ratio (1.95 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.