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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 %

193 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 unmatched 61.5% Shared 37.6% IJJ unmatched 61.9%

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 BBMC only
269 positions
Shared
193 positions
In IJJ only
106 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
$2.00B
TTM yield
1.16%
Top-10 conc.
6.3%
IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$8.33B
TTM yield
1.64%
Top-10 conc.
10.1%

Sub-score comparison

93
Cost
82
88
Tax efficiency
87
70
Liquidity
97
100
Concentration
100
—
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

193 shared in total
# Holding In BBMC In IJJ Overlap
1 US Foods Holding Corp. 0.48% 1.29% 0.48%
2 Reliance, Inc. 0.45% 1.10% 0.45%
3 MKS, Inc. 0.43% 0.50% 0.43%
4 TD SYNNEX Corp. 0.42% 1.15% 0.42%
5 Performance Food Group Co. 0.38% 1.01% 0.38%
6 Lattice Semiconductor Corp. 0.37% 0.49% 0.37%
7 Roivant Sciences Ltd. 0.37% 0.38% 0.37%
8 Ovintiv, Inc. 0.37% 0.83% 0.37%
9 WESCO International, Inc. 0.36% 0.97% 0.36%
10 Jones Lang LaSalle, Inc. 0.36% 0.83% 0.36%
11 Permian Resources Corp. 0.35% 0.83% 0.35%
12 Clean Harbors, Inc. 0.34% 0.42% 0.34%

Only in BBMC

269 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • Casey's General Stores, Inc. 0.70%
  • Tapestry, Inc. 0.66%
  • Qnity Electronics, Inc. 0.59%
  • TechnipFMC plc 0.58%
  • Williams-Sonoma, Inc. 0.58%
  • Curtiss-Wright Corp. 0.58%
  • Carpenter Technology Corp. 0.55%
  • ATI, Inc. 0.54%

Only in IJJ

106 total
  • Entegris, Inc. 0.95%
  • Annaly Capital Management, Inc. 0.94%
  • Watsco, Inc. 0.84%
  • Illumina, Inc. 0.70%
  • SharkNinja, Inc. 0.62%
  • East West Bancorp, Inc. 0.50%
  • Terex Corp. 0.48%
  • Burlington Stores, Inc. 0.45%
  • WP Carey, Inc. 0.43%
  • Taylor Morrison Home Corp. 0.38%

Percentages are holdings overlap with the named fund.

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.