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
26.2 %

162 positions appear in both funds. Buying equal dollars of AVMV and BBMC would leave roughly 26.2% of each dollar exposed to the same underlying securities.

AVMV only 73.7% Shared 26.2% BBMC only 73.7%
In AVMV only
117 positions
Shared
162 positions
In BBMC only
395 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
$672.5M
TTM yield
1.05%
Top-10 conc.
11.6%
BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

87 composite / 100
Expense ratio
0.070%
Net assets
$2.13B
TTM yield
1.13%
Top-10 conc.
10.9%

Sub-score comparison

80
Cost
93
88
Tax efficiency
88
49
Liquidity
71
98
Concentration
99
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

162 shared in total
# Holding In AVMV In BBMC Overlap
1 Jabil Inc 0.76% 0.67% 0.67%
2 Casey's General Stores Inc 0.72% 0.60% 0.60%
3 TechnipFMC PLC 0.95% 0.58% 0.58%
4 United Therapeutics Corp 0.71% 0.45% 0.45%
5 Williams-Sonoma Inc 0.71% 0.43% 0.43%
6 ATI Inc 0.71% 0.42% 0.42%
7 Carpenter Technology Corp 0.54% 0.41% 0.41%
8 CF Industries Holdings Inc 0.45% 0.39% 0.39%
9 Ovintiv Inc 0.44% 0.35% 0.35%
10 Nextpower Inc 0.49% 0.35% 0.35%
11 Viatris Inc 0.60% 0.34% 0.34%
12 Talen Energy Corp/Old 0.51% 0.31% 0.31%

Only in AVMV

117 total
  • Targa Resources Corp 1.38%
  • Occidental Petroleum Corp 1.25%
  • Hartford Insurance Group Inc/The 1.17%
  • Target Corp 1.15%
  • Delta Air Lines Inc 1.14%
  • Nucor Corp 1.11%
  • Fifth Third Bancorp 1.09%
  • Old Dominion Freight Line Inc 1.09%
  • Carnival Corp 1.09%
  • Ameriprise Financial Inc 1.08%

Only in BBMC

395 total
  • Sandisk Corp. 3.06%
  • Ciena Corp. 1.49%
  • Lumentum Holdings, Inc. 1.28%
  • Coherent Corp. 1.13%
  • JPMorgan U.S. Government Money Market Fund 0.96%
  • 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 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.