JPSC.DE vs. IUS3.DE
JPSC.DE (JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)) and IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) are both Small Cap Blend Equities funds - JPSC.DE tracks the Morningstar US Small Cap Target Market Exposure while IUS3.DE tracks the S&P SmallCap 600 Index. Both are passively managed. Over the past 3 years, JPSC.DE returned 16.13%/yr vs 13.58%/yr for IUS3.DE. Their correlation of 0.93 suggests significant overlap in exposure. JPSC.DE charges 0.14%/yr vs 0.40%/yr for IUS3.DE.
Performance
JPSC.DE vs. IUS3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JPSC.DE achieves a 19.98% return, which is significantly lower than IUS3.DE's 22.44% return.
JPSC.DE
- 1D
- 0.00%
- 1M
- 0.62%
- 6M
- 13.97%
- YTD
- 19.98%
- 1Y
- 30.94%
- 3Y*
- 16.13%
- 5Y*
- —
- 10Y*
- —
IUS3.DE
- 1D
- 1.07%
- 1M
- 3.17%
- 6M
- 17.44%
- YTD
- 22.44%
- 1Y
- 32.99%
- 3Y*
- 13.58%
- 5Y*
- 7.99%
- 10Y*
- 9.86%
JPSC.DE vs. IUS3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JPSC.DE JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 19.98% | 0.02% | 20.04% | 16.16% | -14.43% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 22.44% | -4.35% | 12.84% | 13.50% | -13.78% |
Correlation
The correlation between JPSC.DE and IUS3.DE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2022 | 0.93 |
The correlation between JPSC.DE and IUS3.DE has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
JPSC.DE vs. IUS3.DE — Risk / Return Rank
JPSC.DE
IUS3.DE
JPSC.DE vs. IUS3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) and iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE). 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.
| JPSC.DE | IUS3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.89 | 5.23 | -0.34 |
| Martin ratioReturn relative to average drawdown | 14.54 | 15.45 | -0.91 |
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Drawdowns
JPSC.DE vs. IUS3.DE - Drawdown Comparison
The maximum JPSC.DE drawdown since its inception was -30.63%, smaller than the maximum IUS3.DE drawdown of -57.43%. Use the drawdown chart below to compare losses from any high point for JPSC.DE and IUS3.DE.
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Drawdown Indicators
| JPSC.DE | IUS3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.63% | -57.43% | +26.80% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -6.28% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -30.63% | -32.89% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.89% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.55% | — |
Current DrawdownCurrent decline from peak | -3.24% | -2.33% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -12.69% | +4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.13% | +0.01% |
Volatility
JPSC.DE vs. IUS3.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) is 4.19%, while iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) has a volatility of 4.43%. This indicates that JPSC.DE experiences smaller price fluctuations and is considered to be less risky than IUS3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPSC.DE | IUS3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 4.43% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 10.96% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 16.54% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.86% | 20.06% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.86% | 21.39% | -2.53% |
JPSC.DE vs. IUS3.DE - Expense Ratio Comparison
JPSC.DE has a 0.14% expense ratio, which is lower than IUS3.DE's 0.40% expense ratio.
Dividends
JPSC.DE vs. IUS3.DE - Dividend Comparison
JPSC.DE has not paid dividends to shareholders, while IUS3.DE's dividend yield for the trailing twelve months is around 0.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 0.48% | 1.24% | 1.13% | 1.08% | 1.05% | 0.62% | 0.96% | 0.92% | 0.98% | 0.79% | 0.84% | 0.54% |
JPSC.DE JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JPSC.DE and IUS3.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPSC.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPSC.DE is cheaper with a 0.14% expense ratio, compared with 0.40% for IUS3.DE.
JPSC.DE tracks Morningstar US Small Cap Target Market Exposure, while IUS3.DE tracks S&P SmallCap 600 Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.14% for JPSC.DE and 0.40% for IUS3.DE.
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