Compare · 2 funds side by side · dividends reinvested

BBSC and IJR

BBSCJ.P. Morgan×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,657BBSC · best of the two

02 / 04

BBSC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.3

JPMorgan BetaBuilders U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.09%1.06%+16.9%+16.0%+22.6%+6.4%−10.6%17.6%$729M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBSC 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M$13,657

BBSC

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 51.6% in common

BBSCMeasureIJR

+16.9%Year to dateJan 1 → Nov 3+18.3%

+16.0%1 yearTotal return+21.3%

+22.6%3 years · per year$10,000 became $18,450 · $16,862+19.0%

+6.4%5 years · per year$10,000 became $13,657 · $13,468+6.1%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

1.06%Trailing 12-mo yield$106 · $121 a year on $10k1.21%

−10.6%Worst dropSmaller is better−9.7%

17.6%VolatilityLower is calmer15.8%

BBSCIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IJR wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBSC vs IJR: Top 5 Holdings

Today

BBSC

2.1%in top 5

IJR

in top 53.1%

BBSCStockIJR

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

0.5%SMTCnot top 5

0.4%AHRnot top 5

0.4%MOG-Anot top 5

0.4%BTSGnot top 5

0.4%EATnot top 5

Held in common51.6%

End-of-day Nov 3, 2026 · share of each fund

BBSC vs IJR Returns, Every Period

J.P. MorganBBSC

+6.4%

5 years, per year

IJRiShares

+6.1%

5 years, per year

BBSCIJRFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BBSC vs IJR

YTD

J.P. MorganBBSC

+16.9%

IJRiShares

+18.3%

+16.9%Year to date+18.3%

−10.6%Worst drop · 1Y−9.7%

17.6%Volatility · 1Y15.8%

1.1%Yield1.2%

$729MAssets$106B

4–0IJR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBSC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

BBSC0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBSC, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

BBSC1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

BBSC$106 − $9 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBSC, IJR

Today

51.6%most shared, BBSC and IJR

BBSCIJR

BBSC—51.6%

IJR51.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

BBSCWorst drop−10.6%17.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJRBBSC

+18.3%Year to date+16.9%

1.2%Yield1.1%

+21.3%Past year+16.0%

0.06%Fee0.09%

4–0IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026