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ETF comparison

AVMV vs BBMC

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
28.0 %

169 positions appear in both funds. Buying equal dollars of AVMV and BBMC would leave roughly 28.0% of each dollar exposed to the same underlying securities.

AVMV unmatched 71.9% Shared 28.0% BBMC unmatched 71.0%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In AVMV only
135 positions
Shared
169 positions
In BBMC only
293 positions

Side by side

AVMV

Avantis U.S. Mid Cap Value ETF

Avantis · US Mid Cap

77 composite / 100
Expense ratio
0.20%
Net assets
$759.9M
TTM yield
1.11%
Top-10 conc.
13.5%
BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

87 composite / 100
Expense ratio
0.070%
Net assets
$2.00B
TTM yield
1.16%
Top-10 conc.
6.3%

Sub-score comparison

80
Cost
93
88
Tax efficiency
88
51
Liquidity
70
95
Concentration
100
—
Tracking quality
—
AVMV sub-score BBMC

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with AVMV vs BBMC.

Top shared holdings

169 shared in total
# Holding In AVMV In BBMC Overlap
1 Casey's General Stores Inc 0.85% 0.70% 0.70%
2 TechnipFMC PLC 0.95% 0.58% 0.58%
3 Williams-Sonoma Inc 0.71% 0.58% 0.58%
4 Carpenter Technology Corp 0.66% 0.55% 0.55%
5 ATI Inc 0.72% 0.54% 0.54%
6 Viatris Inc 0.66% 0.43% 0.43%
7 TD SYNNEX Corp 0.54% 0.42% 0.42%
8 United Therapeutics Corp 0.75% 0.42% 0.42%
9 CF Industries Holdings Inc 0.55% 0.41% 0.41%
10 Ovintiv Inc 0.39% 0.37% 0.37%
11 Best Buy Co Inc 0.48% 0.36% 0.36%
12 Permian Resources Corp 0.51% 0.35% 0.35%

Only in AVMV

135 total
  • Flex Ltd 1.67%
  • Devon Energy Corp 1.60%
  • Delta Air Lines Inc 1.58%
  • ON Semiconductor Corp 1.48%
  • Nucor Corp 1.33%
  • Old Dominion Freight Line Inc 1.28%
  • Targa Resources Corp 1.22%
  • United Airlines Holdings Inc 1.14%
  • Occidental Petroleum Corp 1.09%
  • Chipotle Mexican Grill Inc 1.08%

Only in BBMC

293 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • Qnity Electronics, Inc. 0.59%
  • Curtiss-Wright Corp. 0.58%
  • nVent Electric plc 0.53%
  • Okta, Inc. 0.52%
  • XPO, Inc. 0.51%
  • US Foods Holding Corp. 0.48%
  • Tenet Healthcare Corp. 0.47%
  • Woodward, Inc. 0.46%

Percentages are holdings overlap with the named fund.

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 methodology and 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.