VSEAX vs. BBSC
Compare and contrast key facts about JPMorgan Small Cap Equity Fund (VSEAX) and JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC).
VSEAX is managed by JPMorgan Chase. It was launched on Dec 20, 1994. BBSC is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Small Cap Target Market Exposure Extended Index. It was launched on Nov 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSEAX or BBSC.
Correlation
The correlation between VSEAX and BBSC is 0.94, 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.
Performance
VSEAX vs. BBSC - Performance Comparison
Key characteristics
VSEAX:
-0.07
BBSC:
0.69
VSEAX:
0.04
BBSC:
1.12
VSEAX:
1.01
BBSC:
1.13
VSEAX:
-0.03
BBSC:
0.85
VSEAX:
-0.17
BBSC:
3.19
VSEAX:
7.48%
BBSC:
4.36%
VSEAX:
19.41%
BBSC:
20.17%
VSEAX:
-51.78%
BBSC:
-30.96%
VSEAX:
-38.63%
BBSC:
-7.86%
Returns By Period
In the year-to-date period, VSEAX achieves a 1.68% return, which is significantly higher than BBSC's 0.78% return.
VSEAX
1.68%
-3.05%
-6.51%
-0.28%
-4.02%
-0.29%
BBSC
0.78%
-3.28%
7.06%
16.09%
N/A
N/A
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VSEAX vs. BBSC - Expense Ratio Comparison
VSEAX has a 1.27% expense ratio, which is higher than BBSC's 0.09% expense ratio.
Risk-Adjusted Performance
VSEAX vs. BBSC — Risk-Adjusted Performance Rank
VSEAX
BBSC
VSEAX vs. BBSC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Equity Fund (VSEAX) 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.
Dividends
VSEAX vs. BBSC - Dividend Comparison
VSEAX's dividend yield for the trailing twelve months is around 0.21%, less than BBSC's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEAX JPMorgan Small Cap Equity Fund | 0.21% | 0.22% | 0.78% | 0.00% | 0.00% | 0.11% | 0.30% | 0.15% | 0.21% | 0.26% | 0.36% | 0.19% |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.28% | 1.29% | 1.58% | 1.37% | 1.06% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSEAX vs. BBSC - Drawdown Comparison
The maximum VSEAX drawdown since its inception was -51.78%, which is greater than BBSC's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for VSEAX and BBSC. For additional features, visit the drawdowns tool.
Volatility
VSEAX vs. BBSC - Volatility Comparison
The current volatility for JPMorgan Small Cap Equity Fund (VSEAX) is 3.14%, while JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has a volatility of 3.85%. This indicates that VSEAX experiences smaller price fluctuations and is considered to be less risky than BBSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.