BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity Fund
SMB
Adj. R2
0.986
Rel. Sharpe
0.891
Mkt beta
1.06
AUM
US$700M
MER
0.09%
Valuation
139
ETF comparison
Verified factor-similar pair
BBSC vs IWM
These two ETFs meet the same FF6 US comparison criteria: US-listed equity ETFs, the same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.
SMB
Similarity score
91
Near substitute
The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
Quick Read
- BBSC has the higher backtested relative Sharpe (0.891 vs 0.798).
- BBSC has the lower published fee (0.09% vs 0.19%).
- BBSC is cheaper on dividend valuation (139 vs 142, where 100 is each fund's historical median).
These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.
IWM
iShares Russell 2000 ETF
SMB
Adj. R2
0.986
Rel. Sharpe
0.798
Mkt beta
1.02
AUM
US$73.2B
MER
0.19%
Valuation
142
Factor Exposure Match
Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.
SMB
diff +0.14
HML
diff -0.06
RMW
diff -0.05
CMA
diff +0.06
UMD
diff +0.00
Why This Pair Matches
Exposure level
90
Exposure shape
100
Mkt beta diff
0.05
Rel. Sharpe diff
0.093
This comparison focuses on measured factor exposure. It does not compare holdings methodology, turnover, tax handling, or issuer process. Backtested relative Sharpe is a secondary signal rather than a stand-alone forecast. See methodology.
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