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ETF comparison

BBMC vs IJR

US Mid Cap vs US Small Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Core S&P Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.3 %

45 positions appear in both funds. Buying equal dollars of BBMC and IJR would leave roughly 6.3% of each dollar exposed to the same underlying securities.

BBMC unmatched 92.8% Shared 6.3% IJR unmatched 91.4%

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
417 positions
Shared
45 positions
In IJR only
558 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%
IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%

Sub-score comparison

93
Cost
94
88
Tax efficiency
88
70
Liquidity
100
100
Concentration
99
—
Tracking quality
—
BBMC sub-score IJR

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

Cost difference

IJR is 1 bps cheaper than BBMC. On a $100,000 position that's about $10/yr more in fees for BBMC.

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 IJR.

Top shared holdings

45 shared in total
# Holding In BBMC In IJR Overlap
1 Molina Healthcare, Inc. 0.22% 0.64% 0.22%
2 Glaukos Corp. 0.20% 0.44% 0.20%
3 Match Group, Inc. 0.20% 0.48% 0.20%
4 Ryman Hospitality Properties, Inc. 0.18% 0.44% 0.18%
5 Element Solutions, Inc. 0.18% 0.59% 0.18%
6 CarMax, Inc. 0.18% 0.41% 0.18%
7 Qorvo, Inc. 0.17% 0.40% 0.17%
8 Alkermes plc 0.17% 0.47% 0.17%
9 Lincoln National Corp. 0.17% 0.27% 0.17%
10 Eastman Chemical Co. 0.17% 0.41% 0.17%
11 Etsy, Inc. 0.17% 0.39% 0.17%
12 Zurn Elkay Water Solutions Corp. 0.17% 0.41% 0.17%

Only in BBMC

417 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 IJR

558 total
  • FORMFACTOR INC 0.67%
  • VIASAT INC 0.66%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • EVERUS CONSTRUCTION GROUP INC 0.46%
  • STONEX GROUP INC 0.46%
  • CORCEPT THERAPEUTICS INC 0.45%

Percentages are holdings overlap with the named fund.

Open BBMC or IJR 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.