BBSC vs IVV
JPMorgan BetaBuilders US Small Cap Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BBSC delivered stronger 1-year returns. BBSC offers more diversification with 738 holdings.
Side-by-Side Comparison
| Metric | BBSC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $735M | $907.0B | |
| Dividend Yield | 1.01% | 1.10% | |
| Holdings | 738 | 508 | |
| YTD Return | +24.05% | +13.74% | |
| 1Y Return | +33.65% | +21.54% | |
| 3Y Return (annualized) | +19.76% | +22.61% | |
| 5Y Return (annualized) | +9.21% | +13.31% | |
| Volatility (annualized) | 20.8% | 15.1% | |
| Max Drawdown | -31.0% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2020 | May 15, 2000 |
BBSC vs IVV Performance
JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBSC returned +33.65% while IVV returned +21.54%. Year to date, BBSC is up 24.05% versus a gain of 13.74% for IVV.
Over three years, BBSC compounded at +19.76% per year against +22.61% for IVV; over five years the annualized figures are +9.21% and +13.31% respectively. Across the full 6-year window we track, BBSC has the edge at +12.13% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBSC has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -31.0% for BBSC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBSC charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, BBSC currently yields 1.01% against 1.10% for IVV.
Holdings Overlap
BBSC and IVV share 0 holdings out of 1314 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBSC or IVV?
BBSC has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, BBSC or IVV?
Over the past year BBSC returned +33.65% vs +21.54% for IVV, so BBSC leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +12.13% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BBSC or IVV?
BBSC has been the more volatile fund at 20.8% annualized versus 15.1% for IVV. Worst drawdown: BBSC -31.0% vs IVV -56.5%.
Should I hold both BBSC and IVV?
BBSC and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBSC and IVV?
BBSC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1314 unique securities.
Which pays a higher dividend, BBSC or IVV?
BBSC yields 1.01% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.