BBSC vs QQQ
JPMorgan BetaBuilders US Small Cap Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
BBSC has a lower expense ratio. BBSC delivered stronger 1-year returns. BBSC offers more diversification with 738 holdings.
Side-by-Side Comparison
| Metric | BBSC | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.18% | |
| AUM | $735M | $496.3B | |
| Dividend Yield | 1.01% | 0.44% | |
| Holdings | 738 | 108 | |
| YTD Return | +22.43% | +17.30% | |
| 1Y Return | +31.91% | +24.93% | |
| 3Y Return (annualized) | +19.44% | +26.19% | |
| 5Y Return (annualized) | +9.10% | +15.34% | |
| Volatility (annualized) | 20.8% | 30.6% | |
| Max Drawdown | -31.0% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2020 | Mar 10, 1999 |
BBSC vs QQQ Performance
JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BBSC returned +31.91% while QQQ returned +24.93%. Year to date, BBSC is up 22.43% versus a gain of 17.30% for QQQ.
Over three years, BBSC compounded at +19.44% per year against +26.19% for QQQ; over five years the annualized figures are +9.10% and +15.34% respectively. Across the full 6-year window we track, QQQ has the edge at +13.06% annualized vs +11.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 20.8% for BBSC. 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 -83.0% for QQQ. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBSC charges 0.09% per year while QQQ charges 0.18%. On a $10,000 position that is $9 vs $18 annually, a gap of $9 per year that compounds over a long holding period. On income, BBSC currently yields 1.01% against 0.44% for QQQ.
Holdings Overlap
BBSC and QQQ share 0 holdings out of 911 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 QQQ?
BBSC has an expense ratio of 0.09% while QQQ charges 0.18%. BBSC is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, BBSC or QQQ?
Over the past year BBSC returned +31.91% vs +24.93% for QQQ, so BBSC leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +11.87% vs +13.06% for QQQ. Past performance does not guarantee future results.
Which is riskier, BBSC or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 20.8% for BBSC. Worst drawdown: BBSC -31.0% vs QQQ -83.0%.
Should I hold both BBSC and QQQ?
BBSC and QQQ have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBSC and QQQ?
BBSC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 911 unique securities.
Which pays a higher dividend, BBSC or QQQ?
BBSC yields 1.01% while QQQ yields 0.44%, so BBSC currently pays the higher dividend yield.
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