Verified factor-similar pair

BBSC vs IWM

These two ETFs pass the same FF6 US similarity lane: US-listed equity ETFs, same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.

SMB

Similarity score

Near substitute

Score blends exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity Fund

SMB

Adj. R2

0.988

Rel. Sharpe

0.819

Mkt beta

1.07

AUM

US$700M

MER

0.09%

Valuation

128

IWM

iShares Russell 2000 ETF

SMB

Adj. R2

0.986

Rel. Sharpe

0.785

Mkt beta

1.02

AUM

US$73.2B

MER

0.19%

Valuation

136

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

BBSC

+0.93

|t|

+26.7

IWM

+0.82

|t|

+50.5

diff +0.12

HML

BBSC

+0.05

|t|

+1.7

IWM

+0.10

|t|

+6.2

diff -0.05

RMW

BBSC

-0.12

|t|

-3.3

IWM

-0.07

|t|

-4.0

diff -0.05

CMA

BBSC

+0.05

|t|

+1.1

IWM

-0.00

|t|

-0.1

diff +0.05

UMD

BBSC

+0.03

|t|

+1.2

IWM

+0.04

|t|

+3.9

diff -0.00

Why This Pair Matches

Exposure level

Exposure shape

100

Mkt beta diff

0.05

Rel. Sharpe diff

0.034

This comparison focuses on measured factor exposure, not a qualitative review of each fund's portfolio-construction process. Backtested relative Sharpe is included as a secondary signal, while we continue refining a comparison metric that separates factor payoff from alpha. See methodology.

BBSC fund page IWM fund page US ETF Leaders US Universe

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