ETF comparison
BBMC vs IWD
US Mid Cap vs US Value.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell 1000 Value ETF
Holdings overlap
353 positions appear in both funds. Buying equal dollars of BBMC and IWD would leave roughly 9.0% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
BBMC is 11 bps cheaper than IWD. On a $100,000 position that's about $110/yr more in fees for IWD.
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 IWD.
Top shared holdings
353 shared in total| # | Holding | In BBMC | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Qnity Electronics, Inc. | 0.59% | 0.10% | 0.10% |
| 2 | MKS, Inc. | 0.43% | 0.08% | 0.08% |
| 3 | Moderna, Inc. | 0.42% | 0.07% | 0.07% |
| 4 | Williams-Sonoma, Inc. | 0.58% | 0.07% | 0.07% |
| 5 | Okta, Inc. | 0.52% | 0.06% | 0.06% |
| 6 | United Therapeutics Corp. | 0.42% | 0.06% | 0.06% |
| 7 | US Foods Holding Corp. | 0.48% | 0.06% | 0.06% |
| 8 | TD SYNNEX Corp. | 0.42% | 0.06% | 0.06% |
| 9 | IonQ, Inc. | 0.31% | 0.05% | 0.05% |
| 10 | Reliance, Inc. | 0.45% | 0.05% | 0.05% |
| 11 | Viatris, Inc. | 0.43% | 0.05% | 0.05% |
| 12 | Nextpower, Inc. | 0.28% | 0.05% | 0.05% |
Only in BBMC
109 total- Natera, Inc. 0.79%
- Revolution Medicines, Inc. 0.75%
- Tapestry, Inc. 0.66%
- Carpenter Technology Corp. 0.55%
- ATI, Inc. 0.54%
- XPO, Inc. 0.51%
- Woodward, Inc. 0.46%
- Affirm Holdings, Inc. 0.44%
- FTAI Aviation Ltd. 0.43%
- Reddit, Inc. 0.43%
Only in IWD
517 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with BBMC
- BBMC vs IWM · iShares Russell 2000 ETF 7.5%
- BBMC vs VTI · Vanguard Morningstar Total Stock Market ETF 6.6%
- BBMC vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 6.5%
- BBMC vs SCHB · Schwab U.S. Broad Market ETF 6.4%
- BBMC vs IJR · iShares Core S&P Small-Cap ETF 6.3%
- BBMC vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 6.0%
More comparisons with IWD
- IWD vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
- IWD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 8.5%
- IWD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 7.1%
- IWD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.1%
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
- IWD vs RPG · Invesco S&P 500 Pure Growth ETF 6.9%
Percentages are holdings overlap with the named fund.
Open BBMC or IWD 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.