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BBSC - ETF AI Analysis
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JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC)
Rating:62Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.
Strong Year-to-Date Performance
The fund has delivered strong year-to-date returns, indicating solid overall performance in 2023.
Broad Sector Diversification
The ETF is diversified across multiple sectors, reducing the risk of being overly exposed to a single industry.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Small Cap Volatility
As a small-cap fund, the ETF may be more sensitive to market fluctuations and economic uncertainty.
Mixed Top Holdings Performance
While some top holdings have performed well, others have lagged, potentially limiting overall growth.
BBSC vs. SPDR S&P 500 ETF (SPY)
AUM601.34M
RegionNorth America
Expense Ratio0.09%
Beta1.12
IssuerJPMorgan
Inception DateNov 16, 2020
Dividend Yield1.16%
Asset ClassEquity
Index TrackedMorningstar US Small Cap Target Market Exposure Extended Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,931
30 Day Avg. Volume5,778
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
91.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering725
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBSC Summary
The JPMorgan BetaBuilders U.S. Small Cap Equity ETF (Ticker: BBSC) is an investment fund that focuses on small-cap U.S. companies, which are typically smaller businesses with market values between $300 million and $2 billion. It follows the Morningstar US Small Cap Target Market Exposure Extended Index and includes companies like Bloom Energy and Rocket Companies. This ETF is a great option for investors looking to diversify their portfolio and tap into the growth potential of smaller, innovative businesses. However, small-cap stocks can be more volatile than larger companies, meaning their prices may rise or fall quickly depending on market conditions.
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
The JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) showcases a diverse mix of U.S. small-cap stocks, with notable sector exposure to financials, healthcare, and technology. Guardant Health and Wayfair are rising stars, buoyed by strong earnings momentum and technical gains, while Bloom Energy and AeroVironment are lagging, weighed down by valuation concerns and bearish trends. Sterling Infrastructure offers steady growth potential but faces valuation risks. The fund’s focus on nimble, innovative companies reflects its small-cap theme, though mixed performance among holdings highlights the challenges of this dynamic market segment.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.42% | $8.59M | ― | ― | ― | |
| Bloom Energy | 1.02% | $6.18M | $20.72B | 253.69% | 62 Neutral | |
| Rocket Companies | 0.91% | $5.52M | $51.31B | 8.71% | 54 Neutral | |
| Echostar | 0.79% | $4.78M | $29.84B | 349.92% | 57 Neutral | |
| Kratos Defense | 0.70% | $4.21M | $12.35B | 186.67% | 60 Neutral | |
| Guardant Health | 0.68% | $4.09M | $12.94B | 209.02% | 61 Neutral | |
| Coeur Mining | 0.60% | $3.65M | $10.85B | 186.76% | 69 Neutral | |
| Wayfair | 0.56% | $3.36M | $13.04B | 98.49% | 52 Neutral | |
| Dycom | 0.55% | $3.35M | $10.07B | 102.03% | 80 Outperform | |
| Sterling Infrastructure | 0.55% | $3.34M | $9.80B | 80.72% | 71 Outperform |
BBSC Technical Analysis
Neutral
―
Price Trends
74.61
Positive
73.14
Positive
67.74
Positive
Market Momentum
0.65
Negative
48.87
Neutral
15.24
Positive
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 74.85, equal to the 50-day MA of 74.61, and equal to the 200-day MA of 67.74, indicating a neutral trend. The MACD of 0.65 indicates Negative momentum. The RSI at 48.87 is Neutral, neither overbought nor oversold. The STOCH value of 15.24 is Positive, 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
74.83
6.88
10.13%
FYX
First Trust Small Cap Core AlphaDEX Fund
―
―
―
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
―
―
―
DWAS
Invesco DWA SmallCap Momentum ETF
―
―
―
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
―
―
―
JHSC
John Hancock Multifactor Small Cap ETF
―
―
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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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