Should JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) Be on Your Investing Radar?
Overview of JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC): Launched in November 2020, BBSC is a passively managed ETF with over $520 million in assets, focusing on small-cap value stocks, which typically have higher potential and risk compared to larger companies. It has a low expense ratio of 0.09% and a trailing dividend yield of 1.48%.
Performance and Comparison: The ETF has gained approximately 20.46% over the past year and holds a Zacks ETF Rank of 2 (Buy). It primarily invests in the Financials sector and competes with other ETFs like Avantis U.S. Small Cap Value ETF and Vanguard Small-Cap Value ETF, which have larger asset bases but slightly higher expense ratios.
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Analyst Views on BBSC

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ETF Performance: The JPMorgan BetaBuilders U.S. Small Cap Equity ETF is underperforming, down approximately 1.1% in Wednesday afternoon trading.
Notable Declines: Key components of the ETF, such as Joby Aviation and Plug Power, experienced significant declines, with Joby down about 10% and Plug Power down about 8.5%.
ETF Performance: The JPMorgan BetaBuilders U.S. Small Cap Equity ETF is down approximately 1.9% in afternoon trading, with Agios Pharmaceuticals and Twist Bioscience showing significant declines of 17.9% and 14.3%, respectively.
Author's Perspective: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Small-Cap Stocks Surge: Small-cap stocks have seen a significant rise in July 2025, with the Russell 2000 Index increasing nearly 9%, driven by expectations of Federal Reserve rate cuts and attractive valuations compared to large-cap stocks.
Leading ETFs: Several ETFs are capitalizing on this momentum, including Avantis U.S. Small Cap Equity ETF, Invesco S&P SmallCap Value with Momentum ETF, and JPMorgan BetaBuilders U.S. Small Cap Equity ETF, all showing strong performance due to increased investor interest and sector rebounds in financials and industrials.
ETF Analysis: The JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) has an implied analyst target price of $80.36, indicating a potential upside of 34.21% from its current trading price of $59.88.
Stock Performance Insights: Notable underlying holdings like Oklo Inc, Revolve Group Inc, and Magnite Inc show significant upside potential based on analyst targets, raising questions about the validity of these targets amidst market developments.

Market Performance Overview: In November 2024, major stock indices saw significant gains, with the S&P 500 up over 26% for the year and no market corrections occurring, highlighting a strong bull market. Historically, December tends to yield positive returns for the S&P 500, especially after such substantial yearly gains.
Featured ETFs and Their Performance: Several ETFs have been highlighted for their strong performance, including the WisdomTree Cloud Computing ETF (up 18.8%) and the Consumer Discretionary Select Sector SPDR ETF (up 11%), reflecting trends in consumer spending and technology sectors amidst a favorable economic backdrop.

Overview of JPMorgan BetaBuilders U.S. Small Cap Equity ETF: Launched in November 2020, this passively managed ETF focuses on the Small Cap Value segment of the US equity market, has over $520 million in assets, and features a low expense ratio of 0.09%.
Performance and Alternatives: The ETF has shown strong performance with a 20.46% increase over the past year and is ranked as a "Buy" by Zacks. Other similar ETFs include Avantis U.S. Small Cap Value ETF and Vanguard Small-Cap Value ETF, which also target small cap value investments.








