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This fund allocates a minimum of 80% of its total assets to securities that are part of its underlying index, and also dedicates at least 80% of its investments to shares of small-capitalization firms. The benchmark index itself is comprised of equity securities primarily listed and traded in the United States, specifically selecting companies whose market capitalizations are situated between the 95th and 99th percentiles of the available free-float adjusted investment universe.
Is BBSC's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) was launched on November 16, 2020, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
Schwab U.S. Small-Cap ETF features a significantly lower expense ratio of 0.03% compared to JPMorgan BetaBuilders U.S. Small Cap Equity ETF at 0.09%. While the Schwab fund holds over 1,700 stocks for broad diversification, the JPMorgan fund uses a more concentrated approach with roughly 850 holdings.
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC), a passively managed exchange traded fund launched on November 16, 2020.
ISCB offers ultra-low costs and 1,500+ holdings for diversification, while BBSC concentrates on fewer names with higher recent returns.
JPMorgan's concentrated small-cap fund outpaced Vanguard over one year, but carries higher volatility and a steeper expense ratio.