The choice between the JPMorgan BetaBuilders U.S.
Small Cap Equity ETF (NYSEMKT:BBSC) and the iShares Morningstar Small-Cap ETF (NYSEMKT:ISCB) comes down to a familiar investing trade-off: concentrated recent performance versus broader, lower-cost diversification
Small-capitalization stocks offer significant growth potential but often come with higher volatility than large-cap peers. Investors seeking small-cap exposure often look for low-cost, passively managed funds like these two. Snapshot (cost & size) Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns.
The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The iShares fund is the less expensive option, with a 0.04% expense ratio, compared to BBSC’s 0.09%.