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 MDYG
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
81
Verified similar
The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
Quick Read
- BBSC has the lower published fee (0.09% vs 0.15%).
- BBSC is cheaper on dividend valuation (139 vs 170, where 100 is each fund's historical median).
- BBSC has the stronger regression fit (adjusted R-squared 0.986 vs 0.909).
These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
Adj. R2
0.909
Rel. Sharpe
0.890
Mkt beta
1.03
AUM
US$2.6B
MER
0.15%
Valuation
170
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 +0.49
HML
diff +0.12
RMW
diff -0.24
CMA
diff +0.05
UMD
diff +0.01
Why This Pair Matches
Exposure level
76
Exposure shape
96
Mkt beta diff
0.04
Rel. Sharpe diff
0.001
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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