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ETF comparison

BBMC vs IWF

US Mid Cap vs US Large Cap Growth.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell 1000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.4 %

128 positions appear in both funds. Buying equal dollars of BBMC and IWF would leave roughly 3.4% of each dollar exposed to the same underlying securities.

BBMC unmatched 95.7% Shared 3.4% IWF unmatched 96.5%

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
334 positions
Shared
128 positions
In IWF only
240 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%
IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%

Sub-score comparison

93
Cost
82
88
Tax efficiency
90
70
Liquidity
100
100
Concentration
37
—
Tracking quality
—
BBMC sub-score IWF

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

Cost difference

BBMC is 11 bps cheaper than IWF. On a $100,000 position that's about $110/yr more in fees for IWF.

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 IWF.

Top shared holdings

128 shared in total
# Holding In BBMC In IWF Overlap
1 Natera, Inc. 0.79% 0.11% 0.11%
2 Revolution Medicines, Inc. 0.75% 0.11% 0.11%
3 Carpenter Technology Corp. 0.55% 0.09% 0.09%
4 Tapestry, Inc. 0.66% 0.09% 0.09%
5 FTAI Aviation Ltd. 0.43% 0.08% 0.08%
6 ATI, Inc. 0.54% 0.08% 0.08%
7 Casey's General Stores, Inc. 0.70% 0.08% 0.08%
8 MasTec, Inc. 0.35% 0.08% 0.08%
9 MACOM Technology Solutions Holdings, Inc. 0.38% 0.08% 0.08%
10 Woodward, Inc. 0.46% 0.07% 0.07%
11 Sterling Infrastructure, Inc. 0.39% 0.07% 0.07%
12 XPO, Inc. 0.51% 0.07% 0.07%

Only in BBMC

334 total
  • Qnity Electronics, Inc. 0.59%
  • Okta, Inc. 0.52%
  • US Foods Holding Corp. 0.48%
  • Tenet Healthcare Corp. 0.47%
  • Reliance, Inc. 0.45%
  • Viatris, Inc. 0.43%
  • TD SYNNEX Corp. 0.42%
  • United Therapeutics Corp. 0.42%
  • Moderna, Inc. 0.42%
  • CF Industries Holdings, Inc. 0.41%

Only in IWF

240 total
  • NVIDIA CORPORATION 13.83%
  • APPLE INC. 6.72%
  • ALPHABET INC. 6.17%
  • BROADCOM INC. 5.21%
  • ALPHABET INC. 4.98%
  • MICROSOFT CORPORATION 4.11%
  • MICRON TECHNOLOGY, INC. 3.86%
  • TESLA, INC. 3.64%
  • META PLATFORMS, INC. 3.00%
  • ELI LILLY AND COMPANY 2.84%

Percentages are holdings overlap with the named fund.

Open BBMC or IWF 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.