JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) Performance
BBSC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.0% since Dec 31, 2025
- 1 year
- +13.8% total return
- 5 years
- +6.1% a year
- Since first price
- +10.2% a year since 2020
BBSC trailing returns vs SPY, QQQ, AGG
| Period | BBSC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.6% | −1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.5% | −4.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.3% | +2.8% | +7.8% | +8.4% | −1.5% |
| YTD | +15.0% | +14.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.8% | +12.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +78.1%+21.2%/yr | +71.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +34.6%+6.1%/yr | +25.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionNov 17, 2020 | +77.5%+10.2%/yr | +64.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BBSC vs SPY
From Nov 17, 2020: BBSC grew to $17,754, SPY to $22,849.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BBSC returns by calendar year
4 of 5 full years positive. Best 2023 (+20.1%), worst 2022 (−19.8%). 2026 is year to date.
BBSC annual returns table
| Year | BBSC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.0% | −10.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.4% | −25.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.3% | −9.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.1% | −19.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.8% | −26.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +15.4% | −12.2% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BBSC largest drawdowns
Now 8.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 8, 2021 | −31.0% | Jun 16, 2022 | Oct 16, 2024 | 7 months | 2.9 years |
| Nov 25, 2024 | −29.3% | Apr 8, 2025 | Sep 18, 2025 | 4 months | 10 months |
| Aug 14, 2026 | −10.6% | Oct 16, 2026 | not yet | 2 months | 2 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BBSC risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +18.2% | +7.2% | +10.0% |
| Volatility (annualized) | 20.5% | 21.8% | 20.8% |
| Sharpe ratio | 0.71 | 0.26 | 0.41 |
| Sortino ratio | 1.26 | 0.41 | 0.66 |
| Best month | +13.6% | +13.6% | +13.6% |
| Worst month | −8.2% | −9.9% | −9.9% |
| Best 12 months | +43.6% | +43.6% | +43.6% |
| Worst 12 months | −2.6% | −22.4% | −24.6% |
| Positive months | 61% | 55% | 59% |
| Beta vs S&P 500 | 1.27 | 1.15 | — |
| Correlation with S&P 500 | 0.77 | 0.83 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BBSC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 60 | −24.6% | +9.9% | +43.6% | 67% |
| 3-year (a year) | 36 | −2.4% | +6.7% | +21.4% | 92% |
| 5-year (a year) | 12 | +4.5% | +6.8% | +8.8% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
BBSC performance overview
JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) returned +13.8% over the past year and +6.1% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +10.2% a year, turning $10,000 into about $17,754. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −31.0%, from Nov 8, 2021 to Jun 16, 2022, and it took 2.3 years to get back to the old high. BBSC finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+20.1%) and the worst 2022 (−19.8%). Volatility has been 20.8% a year.
Related: BBSC chart, BBSC holdings, BBSC dividends, BBSC valuation. See the BBSC overview for the latest quote and fund facts.
BBSC performance FAQ
What is the BBSC return over the past year?
BBSC returned +13.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.5%.
What is the average annual return of BBSC?
BBSC has returned +6.1% a year over 5 years, +10.2% a year since November 17, 2020 (total return, distributions reinvested).
How much would $10,000 invested in BBSC be worth?
$10,000 invested in BBSC at its first recorded close on November 17, 2020 would be worth about $17,754 on October 23, 2026 with distributions reinvested.
What was the worst year for BBSC?
The worst calendar year was 2022, with a total return of −19.8%. The best was 2023 at +20.1%.
What is the biggest drawdown of BBSC?
The largest peak-to-trough decline was −31.0% between November 8, 2021 and June 16, 2022. It recovered to the old high on October 16, 2024, 2.3 years after the bottom.
How volatile is BBSC?
Over the past 3 years BBSC had an annualized volatility of 20.5% and a Sharpe ratio of 0.71 (excess return over 1–3 month T-bills per unit of risk).