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BBSC - ETF AI Analysis
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JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum in its small-cap holdings.
Low Expense Ratio
The fund’s very low expense ratio helps investors keep more of the returns generated by the underlying stocks.
Broad Sector Diversification
Holdings are spread across many sectors, including health care, financials, technology, and industrials, which helps reduce the impact if any one industry struggles.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers very limited geographic diversification and is highly tied to the U.S. economy.
Small-Cap Volatility Risk
Because the ETF focuses on small-cap stocks, it may experience larger price swings and higher risk than funds holding bigger, more established companies.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, at least one key holding has been weak this year, which can drag on overall returns.
BBSC vs. SPDR S&P 500 ETF (SPY)
AUM686.23M
RegionNorth America
Expense Ratio0.09%
Beta1.12
IssuerJPMorgan
Inception DateNov 16, 2020
Dividend Yield1.1%
Asset ClassEquity
Index TrackedMorningstar US Small Cap Target Market Exposure Extended Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,182
30 Day Avg. Volume23,676
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
96.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering729
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBSC Summary
BBSC is the JPMorgan BetaBuilders U.S. Small Cap Equity ETF, which tracks the Morningstar US Small Cap Target Market Exposure Extended Index. It invests in many smaller U.S. companies across sectors like health care, financials, technology, and industrials. Examples of holdings include Arrowhead Pharmaceuticals and Moog. Someone might invest in this ETF to seek long-term growth and diversify beyond large, well-known companies, since small caps can grow faster when the economy is strong. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, aiming to track an index rather than actively selecting stocks.
What would affect this ETF?The BBSC ETF, focused on U.S. small-cap stocks, could benefit from economic growth and innovation within sectors like technology, health care, and industrials, as smaller companies often thrive during periods of expansion. However, it may face challenges from rising interest rates, which can increase borrowing costs for small-cap firms, and economic slowdowns that disproportionately impact smaller businesses. Additionally, sector-specific risks, such as regulatory changes in health care or energy, could influence performance.
BBSC Top 10 Holdings
BBSC is leaning into U.S. small caps with a clear tilt toward industrials, tech hardware, and health care, and its top names tell that story. Moog, TTM Technologies, Primoris, and Terex have been rising steadily, acting as key engines for the fund as industrial and tech demand stays firm. Health care REITs like CareTrust and American Healthcare REIT are adding a more defensive, steady note. On the flip side, Uranium Energy and Arrowhead Pharmaceuticals have been more mixed lately, occasionally dragging on returns in this otherwise broadly diversified U.S.-only small-cap basket.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.26% | $8.76M | ― | ― | ― | |
| TTM Technologies | 0.55% | $3.85M | $10.23B | 335.90% | 77 Outperform | |
| Moog | 0.54% | $3.73M | $10.17B | 92.23% | 73 Outperform | |
| American Healthcare REIT, Inc. | 0.47% | $3.27M | $9.90B | 80.28% | 64 Neutral | |
| CareTrust REIT | 0.47% | $3.24M | $8.79B | 54.33% | 80 Outperform | |
| SiTime Corporation | 0.46% | $3.18M | $9.37B | 99.96% | 61 Neutral | |
| Arrowhead Pharmaceuticals | 0.44% | $3.03M | $8.91B | 259.93% | 57 Neutral | |
| Semtech | 0.43% | $3.02M | $8.06B | 169.35% | 69 Neutral | |
| Primoris Services | 0.43% | $3.00M | $7.45B | 116.98% | 75 Outperform | |
| Praxis Precision Medicines | 0.41% | $2.83M | $8.65B | 720.12% | 58 Neutral |
BBSC Technical Analysis
Neutral
―
Price Trends
78.25
Negative
76.29
Positive
72.37
Positive
Market Momentum
0.05
Positive
44.57
Neutral
50.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBSC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 78.97, equal to the 50-day MA of 78.25, and equal to the 200-day MA of 72.37, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 44.57 is Neutral, neither overbought nor oversold. The STOCH value of 50.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BBSC.
BBSC Peer Comparison
Comparison Results
Performance Comparison
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
75.81
14.07
22.79%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
―
―
―
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
―
―
―
JHSC
John Hancock Multifactor Small Cap ETF
―
―
―
EES
WisdomTree U.S. SmallCap Fund
―
―
―
SMDV
ProShares Russell 2000 Dividend Growers ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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