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US

JPMorgan BetaBuilders U.S. Small Cap Equity Fund

BBSC · Equity

$84.26
-1.35%
Assets
n/a
Expense ratio
0.09%
Holdings
738
1Y return
+39.6%
Forward P/E
n/a
Top 10 holdings
+6.4%

Return and risk

1Y total return+39.6%
3Y total return+67.7%
5Y total return+40.7%
3Y CAGR+18.8%
5Y CAGR+7.1%
Beta1.16
RSI59.93

Fund structure

Asset classEquity
Assetsn/a
Holdings738
Expense ratio0.09%
Dividend yield+1.1%
Top 10 holdings+6.4%
Volume1.5K

All ETF indicators

All Time High85.94
All Time High Change-1.83
All Time High Date2026-05-11
All Time Low48.57
All Time Low Change73.7
All Time Low Date2023-10-27
Atr1.06
Beta1.16
Cagr1y39.68
Cagr3y18.81
Cagr5y7.07
Ch1m7.02
Ch1w-0.66
Ch1y37.97
Ch3m5.96
Ch3y60.77
Ch5y31.36
Ch6m13.56
Ch YTD13.52
Close85.42
Div CAGR35.57
Dividend Growth5.37
Dividend Growth Years0
Dividend Years7
Dividend Yield1.05
Dps0.89
Ex Div Date2026-03-24
High5285.94
High52ch-1.95
High52 Date2026-05-11
Inception Date2020-11-16
IsinUS46641Q2903
Last Dividend0.17
Low5261.55
Low52ch36.9
Low52 Date2025-05-23
Ma15077.26
Ma150ch9.19
Ma2083.45
Ma20075.88
Ma200ch11.18
Ma20ch1.1
Ma5079.1
Ma50ch6.66
Payment Date2026-03-26
Payout FrequencyQuarterly
Payout Ratio20.12
Price Date2026-05-12
Rsi59.93
Rsi Monthly67.73
Rsi Weekly65.58
Sharpe Ratio1.6
Sortino Ratio2.87
Top10holdings6.36
Tr1m7.02
Tr1y39.65
Tr3m6.2
Tr3y67.74
Tr5y40.69
Tr6m14.28
Tr YTD13.77