ETF comparison

BBMCvsIVOO

Both US Mid Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
55.9%

324 positions appear in both funds. Buying equal dollars of BBMC and IVOO would leave roughly55.9%of each dollar exposed to the same underlying securities.

BBMC only 44.0%Shared 55.9%IVOO only 43.9%
In BBMC only
233 positions
Shared
324 positions
In IVOO only
76 positions

Side by side

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

87composite / 100
Expense ratio
0.070%
Net assets
$2.12B
TTM yield
1.14%
Top-10 conc.
10.9%
IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard · US Mid Cap

92composite / 100
Expense ratio
0.070%
Net assets
$5.87B
TTM yield
1.21%
Top-10 conc.
8.3%

Sub-score comparison

93
Cost
93
88
Tax efficiency
88
71
Liquidity
90
99
Concentration
100
Tracking quality
BBMCsub-scoreIVOO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

Expense ratios are effectively identical (0.070% vs 0.070%).

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with BBMC vs IVOO.

Top shared holdings

324 shared in total
#HoldingIn BBMCIn IVOOOverlap
1TechnipFMC plc0.58%0.79%0.58%
2Curtiss-Wright Corp.0.53%0.79%0.53%
3XPO, Inc.0.52%0.72%0.52%
4Fabrinet0.50%0.67%0.50%
5MasTec, Inc.0.48%0.66%0.48%
6nVent Electric plc0.46%0.77%0.46%
7United Therapeutics Corp.0.45%0.68%0.45%
8Woodward, Inc.0.43%0.59%0.43%
9ATI, Inc.0.42%0.68%0.42%
10US Foods Holding Corp.0.41%0.51%0.41%
11Carpenter Technology Corp.0.41%0.67%0.41%
12BWX Technologies, Inc.0.40%0.51%0.40%

Only in BBMC

233 total
  • Sandisk Corp.3.06%
  • Ciena Corp.1.49%
  • Lumentum Holdings, Inc.1.28%
  • Coherent Corp.1.13%
  • JPMorgan U.S. Government Money Market Fund0.96%
  • Jabil, Inc.0.67%
  • Tapestry, Inc.0.60%
  • Casey's General Stores, Inc.0.60%
  • Qnity Electronics, Inc.0.59%
  • Natera, Inc.0.56%

Only in IVOO

76 total
  • Flex Ltd1.58%
  • Twilio Inc0.82%
  • Everpure Inc0.71%
  • Illumina Inc0.71%
  • Entegris Inc0.60%
  • Okta Inc0.60%
  • Burlington Stores Inc0.57%
  • RB Global Inc0.56%
  • TTM Technologies Inc0.51%
  • East West Bancorp Inc0.48%

Open BBMC or IVOO 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 methodologyand 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.