ETF comparison
BBMC vs IWM
US Mid Cap vs US Small Cap.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell 2000 ETF
Holdings overlap
54 positions appear in both funds. Buying equal dollars of BBMC and IWM would leave roughly 7.5% 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 12 bps cheaper than IWM. On a $100,000 position that's about $120/yr more in fees for IWM.
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 IWM.
Top shared holdings
54 shared in total| # | Holding | In BBMC | In IWM | Overlap |
|---|---|---|---|---|
| 1 | Hut 8 Corp. | 0.24% | 0.37% | 0.24% |
| 2 | UMB Financial Corp. | 0.22% | 0.33% | 0.22% |
| 3 | Cytokinetics, Inc. | 0.21% | 0.35% | 0.21% |
| 4 | Glaukos Corp. | 0.20% | 0.25% | 0.20% |
| 5 | Old National Bancorp | 0.19% | 0.28% | 0.19% |
| 6 | Jackson Financial, Inc. | 0.18% | 0.19% | 0.18% |
| 7 | HealthEquity, Inc. | 0.18% | 0.24% | 0.18% |
| 8 | Ryman Hospitality Properties, Inc. | 0.18% | 0.25% | 0.18% |
| 9 | FirstCash Holdings, Inc. | 0.17% | 0.28% | 0.17% |
| 10 | Alkermes plc | 0.17% | 0.27% | 0.17% |
| 11 | InterDigital, Inc. | 0.17% | 0.23% | 0.17% |
| 12 | Zurn Elkay Water Solutions Corp. | 0.17% | 0.24% | 0.17% |
Only in BBMC
408 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 IWM
1,960 total- Moog, Inc. 0.38%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
- CareTrust REIT, Inc. 0.28%
Related comparisons
More comparisons with BBMC
- 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%
- BBMC vs DGRO · iShares Core Dividend Growth ETF 5.0%
More comparisons with IWM
- IWM vs CALF · Pacer US Small Cap Cash Cows 100 ETF 7.3%
- IWM vs AVUS · Avantis US Equity ETF 6.3%
- IWM vs DFUV · Dimensional US Marketwide Value ETF 6.3%
- IWM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 6.0%
- IWM vs SCHM · Schwab U.S. Mid-Cap ETF 5.0%
- IWM vs DFAU · Dimensional US Core Equity Market ETF 4.4%
Percentages are holdings overlap with the named fund.
Open BBMC or IWM 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.