BBSCJPMorgan BetaBuilders U.S. Small Cap Equity ETF
Seeks investment results that closely correspond to the performance of the Morningstar US Small Cap Target Market Exposure Extended Index.
By JPMorgan · Launched 2020
Annual Cost
0.09%
#349 of 6,040 · low cost
Fund Size
$742M
#1,370 of 6,040 · large
Return (1Y)
+20.1%
Track Record
5 years
#2,203 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,709+17.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Index tracked
Morningstar US Small Cap Target Market Exposure Extended Index
Holdings
By weightConcentration
Top 10 holdings = 10.6% of funddiversified
JPMorgan Securities Lending Money Market Fund
5.1%
JPMorgan U.S. Government Money Market Fund
0.8%
TTM Technologies, Inc.
0.8%
SiTime Corp.
0.6%
Viavi Solutions, Inc.
0.6%
FormFactor, Inc.
0.6%
Applied Optoelectronics, Inc.
0.5%
Planet Labs PBC
0.5%
Semtech Corp.
0.5%
Primoris Services Corp.
0.5%
Asset allocation
Stocks
98.7%
Cash
1.3%
By sector
Technology
18.5%
Healthcare
17.6%
Financial Services
15.8%
Industrials
13.3%
Consumer Cyclical
11.3%
Real Estate
7.2%
Energy
5.4%
Basic Materials
4.0%
Other
7.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.3%Moderate
Year-on-year price swings
Max drawdown
-31.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.02Good downside protection
Listing
- Exchange
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Morningstar US Small Cap Target Market Exposure Extended Index.
- Strategy
- Employs a passive indexing investment approach, investing at least 80% of its assets in small-capitalization companies included in the Morningstar US Small Cap Target Market Exposure Extended Index. The Fund targets equity securities primarily traded in the United States across various sectors, including financials, healthcare, industrials, and information technology.
- Inception date
- November 16, 2020
- Fund family
- JPMorgan
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Data updated on 2026-09-18