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ETF comparison

BBMC vs IVV

US Mid Cap vs US Large Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Core S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.5 %

78 positions appear in both funds. Buying equal dollars of BBMC and IVV would leave roughly 1.5% of each dollar exposed to the same underlying securities.

BBMC unmatched 97.5% Shared 1.5% IVV unmatched 98.3%

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
384 positions
Shared
78 positions
In IVV only
426 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
1.15%
Top-10 conc.
6.3%
IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$881.27B
TTM yield
1.09%
Top-10 conc.
36.4%

Sub-score comparison

93
Cost
97
88
Tax efficiency
88
70
Liquidity
100
100
Concentration
62
—
Tracking quality
—
BBMC sub-score IVV

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

Cost difference

IVV is 4 bps cheaper than BBMC. On a $100,000 position that's about $40/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 IVV.

Top shared holdings

78 shared in total
# Holding In BBMC In IVV Overlap
1 Qnity Electronics, Inc. 0.59% 0.05% 0.05%
2 Tapestry, Inc. 0.66% 0.05% 0.05%
3 Casey's General Stores, Inc. 0.70% 0.05% 0.05%
4 Williams-Sonoma, Inc. 0.58% 0.04% 0.04%
5 Moderna, Inc. 0.42% 0.04% 0.04%
6 CH Robinson Worldwide, Inc. 0.36% 0.03% 0.03%
7 Viatris, Inc. 0.43% 0.03% 0.03%
8 Generac Holdings, Inc. 0.25% 0.03% 0.03%
9 Akamai Technologies, Inc. 0.36% 0.03% 0.03%
10 IDEX Corp. 0.34% 0.03% 0.03%
11 CF Industries Holdings, Inc. 0.41% 0.03% 0.03%
12 Ball Corp. 0.35% 0.03% 0.03%

Only in BBMC

384 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • TechnipFMC plc 0.58%
  • Curtiss-Wright Corp. 0.58%
  • Carpenter Technology Corp. 0.55%
  • ATI, Inc. 0.54%
  • nVent Electric plc 0.53%
  • Okta, Inc. 0.52%
  • XPO, Inc. 0.51%
  • US Foods Holding Corp. 0.48%

Only in IVV

426 total
  • NVIDIA Corp. 7.51%
  • Apple, Inc. 6.58%
  • Microsoft Corp. 4.29%
  • Amazon.com, Inc. 3.61%
  • Alphabet, Inc. 3.25%
  • Broadcom, Inc. 2.77%
  • Alphabet, Inc. 2.59%
  • Micron Technology, Inc. 2.02%
  • Meta Platforms, Inc. 1.92%
  • Tesla, Inc. 1.83%

Related comparisons

More comparisons with BBMC

More comparisons with IVV

Percentages are holdings overlap with the named fund.

Open BBMC or IVV at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.