BBSC vs SPY
JPMorgan BetaBuilders US Small Cap Equity ETF vs State Street SPDR S&P 500 ETF Trust
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 | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.09% | |
| AUM | $735M | $821.1B | |
| Dividend Yield | 1.01% | 1.01% | |
| Holdings | 738 | 505 | |
| YTD Return | +24.66% | +14.24% | |
| 1Y Return | +33.98% | +21.71% | |
| 3Y Return (annualized) | +19.18% | +22.10% | |
| 5Y Return (annualized) | +9.05% | +13.21% | |
| Volatility (annualized) | 20.8% | 15.3% | |
| Max Drawdown | -31.0% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Nov 16, 2020 | Jan 22, 1993 |
BBSC vs SPY Performance
JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) is a ETF from J.P. Morgan Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BBSC returned +33.98% while SPY returned +21.71%. Year to date, BBSC is up 24.66% versus a gain of 14.24% for SPY.
Over three years, BBSC compounded at +19.18% per year against +22.10% for SPY; over five years the annualized figures are +9.05% and +13.21% respectively. Across the full 6-year window we track, BBSC has the edge at +12.24% annualized vs +8.86%. 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 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $9 vs $9 annually, a gap of $0 per year that compounds over a long holding period. On income, BBSC currently yields 1.01% against 1.01% for SPY.
Holdings Overlap
BBSC and SPY share 0 holdings out of 1313 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 SPY?
BBSC has an expense ratio of 0.09% while SPY charges 0.09%. BBSC is the cheaper option. On a $10,000 investment, that is $0 per year of difference.
Which performed better, BBSC or SPY?
Over the past year BBSC returned +33.98% vs +21.71% for SPY, so BBSC leads on 1-year performance. Over the longest common window we track (6 years), BBSC annualized +12.24% vs +8.86% for SPY. Past performance does not guarantee future results.
Which is riskier, BBSC or SPY?
BBSC has been the more volatile fund at 20.8% annualized versus 15.3% for SPY. Worst drawdown: BBSC -31.0% vs SPY -56.5%.
Should I hold both BBSC and SPY?
BBSC and SPY 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 SPY?
BBSC and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1313 unique securities.
Which pays a higher dividend, BBSC or SPY?
BBSC yields 1.01% while SPY yields 1.01%, so BBSC currently pays the higher dividend yield.
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