ETF comparison

BBMC vs IJJ

Both US Mid Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares S&P Mid-Cap 400 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
37.6 %

244 positions appear in both funds. Buying equal dollars of BBMC and IJJ would leave roughly 37.6% of each dollar exposed to the same underlying securities.

BBMC only 62.3% Shared 37.6% IJJ only 64.7%
In BBMC only
313 positions
Shared
244 positions
In IJJ only
59 positions

Side by side

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%
IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$8.73B
TTM yield
1.59%
Top-10 conc.
12.4%

Sub-score comparison

93
Cost
82
88
Tax efficiency
87
71
Liquidity
97
99
Concentration
97
Tracking quality
BBMC sub-score IJJ

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

BBMC is 11 bps cheaper than IJJ. On a $100,000 position that's about $110/yr more in fees for IJJ.

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 BBMC vs IJJ.

Top shared holdings

244 shared in total
# Holding In BBMC In IJJ Overlap
1 US Foods Holding Corp. 0.41% 1.30% 0.41%
2 Reliance, Inc. 0.38% 1.01% 0.38%
3 Ovintiv, Inc. 0.35% 1.05% 0.35%
4 TD SYNNEX Corp. 0.35% 0.81% 0.35%
5 Nextpower, Inc. 0.35% 0.40% 0.35%
6 Alcoa Corp. 0.33% 1.09% 0.33%
7 Lattice Semiconductor Corp. 0.34% 0.33% 0.33%
8 Clean Harbors, Inc. 0.32% 0.45% 0.32%
9 Jones Lang LaSalle, Inc. 0.30% 0.91% 0.30%
10 Dick's Sporting Goods, Inc. 0.30% 0.50% 0.30%
11 Pinnacle Financial Partners, Inc. 0.29% 0.83% 0.29%
12 Carlisle Cos., Inc. 0.29% 0.49% 0.29%

Only in BBMC

313 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%
  • Jabil, Inc. 0.67%
  • Tapestry, Inc. 0.60%
  • Casey's General Stores, Inc. 0.60%
  • Qnity Electronics, Inc. 0.59%
  • TechnipFMC plc 0.58%

Only in IJJ

59 total
  • BlackRock Funds III 3.36%
  • Annaly Capital Management, Inc. 0.97%
  • Watsco, Inc. 0.81%
  • Fidelity National Financial, Inc. 0.75%
  • Entegris, Inc. 0.68%
  • BlackRock Funds III 0.66%
  • Illumina, Inc. 0.55%
  • Burlington Stores, Inc. 0.50%
  • Carlyle Group, Inc. (The) 0.49%
  • East West Bancorp, Inc. 0.46%

Open BBMC or IJJ 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.