ETF comparison

AVMVvsBBMC

Both US Mid Cap.

Avantis U.S. Mid Cap Value ETF · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
25.8%

167 positions appear in both funds. Buying equal dollars of AVMV and BBMC would leave roughly25.8%of each dollar exposed to the same underlying securities.

AVMV only 74.1%Shared 25.8%BBMC only 74.1%
In AVMV only
138 positions
Shared
167 positions
In BBMC only
390 positions

Side by side

AVMV

Avantis U.S. Mid Cap Value ETF

Avantis · US Mid Cap

77composite / 100
Expense ratio
0.20%
Net assets
$780.8M
TTM yield
1.32%
Top-10 conc.
13.5%
BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

87composite / 100
Expense ratio
0.070%
Net assets
$2.12B
TTM yield
1.14%
Top-10 conc.
10.9%

Sub-score comparison

80
Cost
93
88
Tax efficiency
88
52
Liquidity
71
95
Concentration
99
Tracking quality
AVMVsub-scoreBBMC

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

BBMC is 13 bps cheaper than AVMV. On a $100,000 position that's about $130/yr more in fees for AVMV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with AVMV vs BBMC.

Top shared holdings

167 shared in total
#HoldingIn AVMVIn BBMCOverlap
1Jabil Inc1.01%0.67%0.67%
2Casey's General Stores Inc0.85%0.60%0.60%
3TechnipFMC PLC0.95%0.58%0.58%
4United Therapeutics Corp0.75%0.45%0.45%
5Williams-Sonoma Inc0.71%0.43%0.43%
6ATI Inc0.72%0.42%0.42%
7Carpenter Technology Corp0.66%0.41%0.41%
8CF Industries Holdings Inc0.55%0.39%0.39%
9Ovintiv Inc0.39%0.35%0.35%
10TD SYNNEX Corp0.54%0.35%0.35%
11Nextpower Inc0.74%0.35%0.35%
12Viatris Inc0.66%0.34%0.34%

Only in AVMV

138 total
  • Flex Ltd1.67%
  • Devon Energy Corp1.60%
  • Delta Air Lines Inc1.58%
  • ON Semiconductor Corp1.48%
  • Nucor Corp1.33%
  • Old Dominion Freight Line Inc1.28%
  • Targa Resources Corp1.22%
  • United Airlines Holdings Inc1.14%
  • Occidental Petroleum Corp1.09%
  • Chipotle Mexican Grill Inc1.08%

Only in BBMC

390 total
  • Sandisk Corp.3.06%
  • Ciena Corp.1.49%
  • Lumentum Holdings, Inc.1.28%
  • Coherent Corp.1.13%
  • JPMorgan U.S. Government Money Market Fund0.96%
  • Qnity Electronics, Inc.0.59%
  • Natera, Inc.0.56%
  • Revolution Medicines, Inc.0.54%
  • Curtiss-Wright Corp.0.53%
  • XPO, Inc.0.52%

Open AVMV or BBMC at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.