IJR vs BBSC
YTDYear to date
IJR wins+0.9 pts
Past year
IJR wins+4.3 pts
Fee
IJR winslower fee
Yield
IJR wins+0.2 pts
AUM
IJR147.7× more
4–0IJR wins
IJR and BBSC · year-to-date · as of Nov 5, 2026 · AUM not scored
BBSC vs S&P 500
YTD$87.79 · +1.8% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.8%+1.7%−3.8%+19.0%+18.4%+86.4%+42.0%+83.7%
Peer average+1.4%+2.6%−2.1%+18.4%+21.0%+72.8%+42.3%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
J.P. Morgan BBSC and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
BBSC’s Holdings
TodaySMTCSemtech0.5%BTSG0.4%AHR0.4%MOG-A0.4%FROG0.4%EAT0.4%SM0.4%TWST0.3%VSAT0.3%CORT0.3%RAL0.3%CTRE0.3%GTLB0.3%KRYS0.3%ESTC0.3%SYRE0.3%PBF0.3%FORM0.3%S0.3%PTGX0.3%ARWR0.3%OSCR0.3%
TechnologyHealthcareIndustrialsConsumer CyclicalReal EstateOther
J.P. Morgan BBSC · 843 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
All 111 Small Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +19.9% | +19.9% | $108B | |
| 2 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +16.2% | +16.2% | $77.4B | |
| 3 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.2% | +15.8% | +15.8% | $76.9B | |
| 4 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +17.0% | +17.0% | $35.2B | |
| 5 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +19.4% | +19.4% | $35.1B | |
| 6 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.2% | +23.4% | +23.4% | $32.3B | |
| 7 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +22.3% | +22.3% | $28.3B | |
| 8 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +10.9% | +10.9% | $22.8B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +18.8% | +18.8% | $22.4B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +16.2% | +16.2% | $16.6B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +19.9% | +19.9% | $16.1B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +21.9% | +21.9% | $14.3B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +10.7% | +10.7% | $14.1B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +20.2% | +20.2% | $7.8B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +19.1% | +19.1% | $7.5B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +23.2% | +23.2% | $6.4B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 5, 2026
BBSC Payouts by Year
7YLatest payout, Sep 2026
$0.25
a share · every quarter
1.0% yield
1.0% yield
7 years added up
$4.80 a share
$4.80 a share
J.P. Morgan BBSC · per-share distributions by ex-date · 2020–2026
BBSC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | +1.3% | +19.9% | +22.7% | $108B | |
| 2 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | +1.5% | +16.2% | +16.9% | $77.4B | |
| 3 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.2% | +1.2% | +15.8% | +17.9% | $76.9B | |
| 4 | DFAS | Dimensional - US Small Cap ETFReadVersus | 0.30% | 1.0% | +1.2% | +17.0% | +20.4% | $35.2B | |
| 5 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | +1.7% | +19.4% | +23.4% | $35.1B | |
| 6 | BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETFThis fund | 0.09% | 1.0% | +1.8% | +19.0% | +18.4% | $729M |
#52 of 97 this year · #16 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
BBSC and its peer group · total return · as of Nov 5, 2026
Cards for This View
BBSC’s Top 10 Holdings
Today3.9%of BBSC sits in these 10
4MOG-AMoog -0.42%
J.P. Morgan BBSC · weight in the fund · as of Nov 4, 2026
BBSC’s Holdings
TodaySMTCSemtech0.5%BTSG0.4%AHR0.4%MOG-A0.4%FROG0.4%EAT0.4%SM0.4%TWST0.3%VSAT0.3%CORT0.3%RAL0.3%CTRE0.3%GTLB0.3%KRYS0.3%ESTC0.3%SYRE0.3%PBF0.3%FORM0.3%S0.3%PTGX0.3%ARWR0.3%OSCR0.3%
TechnologyHealthcareIndustrialsConsumer CyclicalReal EstateOther
J.P. Morgan BBSC · 843 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
BBSC vs Peer Average
YTDBBSCAvsBPeer average
1D+1.8%+1.4%
1M+1.7%+2.6%
3M−3.8%−2.1%
YTD+19.0%+18.4%
1Y+18.4%+21.0%
3Y+86.4%+72.8%
5Y+42.0%+42.3%
3–4Peer average wins
110 Small cap peers · each row scaled to its leader