SMLF vs. BBSC
Compare and contrast key facts about iShares MSCI USA Small-Cap Multifactor ETF (SMLF) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC).
SMLF and BBSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMLF is a passively managed fund by iShares that tracks the performance of the MSCI USA Small Cap Diversified Multi-Factor. It was launched on Apr 28, 2015. 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. Both SMLF and BBSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SMLF vs. BBSC - Performance Comparison
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SMLF vs. BBSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMLF iShares MSCI USA Small-Cap Multifactor ETF | 1.08% | 12.30% | 16.33% | 19.99% | -12.19% | 26.53% | 7.08% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.23% | 10.38% | 12.31% | 20.07% | -19.75% | 15.44% | 11.94% |
Returns By Period
In the year-to-date period, SMLF achieves a 1.08% return, which is significantly lower than BBSC's 1.23% return.
SMLF
- 1D
- 3.34%
- 1M
- -4.37%
- YTD
- 1.08%
- 6M
- 2.12%
- 1Y
- 22.93%
- 3Y*
- 15.22%
- 5Y*
- 8.55%
- 10Y*
- 11.24%
BBSC
- 1D
- 3.27%
- 1M
- -4.19%
- YTD
- 1.23%
- 6M
- 1.88%
- 1Y
- 25.54%
- 3Y*
- 13.00%
- 5Y*
- 4.26%
- 10Y*
- —
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SMLF vs. BBSC - Expense Ratio Comparison
SMLF has a 0.30% expense ratio, which is higher than BBSC's 0.09% expense ratio.
Return for Risk
SMLF vs. BBSC — Risk / Return Rank
SMLF
BBSC
SMLF vs. BBSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small-Cap Multifactor ETF (SMLF) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC). 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.
| SMLF | BBSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.07 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.62 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.74 | -0.17 |
Martin ratioReturn relative to average drawdown | 6.74 | 6.87 | -0.12 |
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
| SMLF | BBSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.07 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.19 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.11 |
Correlation
The correlation between SMLF and BBSC is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SMLF vs. BBSC - Dividend Comparison
SMLF's dividend yield for the trailing twelve months is around 1.17%, which matches BBSC's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMLF iShares MSCI USA Small-Cap Multifactor ETF | 1.17% | 1.14% | 1.33% | 1.13% | 1.23% | 1.07% | 1.33% | 1.39% | 1.17% | 0.93% | 0.78% | 0.79% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.18% | 1.13% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMLF vs. BBSC - Drawdown Comparison
The maximum SMLF drawdown since its inception was -41.89%, which is greater than BBSC's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for SMLF and BBSC.
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Drawdown Indicators
| SMLF | BBSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -30.96% | -10.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -14.59% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.28% | -30.96% | +4.68% |
Max Drawdown (10Y)Largest decline over 10 years | -41.89% | — | — |
Current DrawdownCurrent decline from peak | -5.66% | -6.58% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -11.83% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 3.69% | -0.31% |
Volatility
SMLF vs. BBSC - Volatility Comparison
iShares MSCI USA Small-Cap Multifactor ETF (SMLF) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) have volatilities of 7.09% and 7.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMLF | BBSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 7.20% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 14.48% | -1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.67% | 24.02% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 22.97% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 23.03% | -1.28% |