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 RZG
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
82
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 0.35%).
- RZG is cheaper on dividend valuation (113 vs 139, where 100 is each fund's historical median).
- BBSC has the stronger regression fit (adjusted R-squared 0.986 vs 0.910).
These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.
RZG
Invesco S&P Smallcap 600 Pure Growth ETF
SMB
Adj. R2
0.910
Rel. Sharpe
0.886
Mkt beta
1.01
AUM
US$111M
MER
0.35%
Valuation
113
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 -0.02
HML
diff -0.02
RMW
diff -0.26
CMA
diff +0.14
UMD
diff +0.04
Why This Pair Matches
Exposure level
77
Exposure shape
98
Mkt beta diff
0.05
Rel. Sharpe diff
0.005
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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