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JPEF vs BBSC
JPMorgan Equity Focus ETF vs JPMorgan BetaBuilders U.S. Small Cap Equity ETF
Key differences
Both JPEF and BBSC are equity ETFs. JPEF charges 0.44% a year and BBSC 0.09%. The main difference: JPEF follows a active selection strategy; BBSC uses index tracking.
- JPEF follows a active selection strategy; BBSC uses index tracking.
- BBSC costs 0.35% less per year.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPEF | BBSC | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.09% |
| Fund size (AUM) | $2.0B | $733M |
| Since | 2011 | 2020 |
| Dividend yield | 0.65% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +34.3% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 11.62% | 19.33% |
| Max drawdown | -18.09% | -30.96% |
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