ETF comparison
BBMCvsIWP
Both US Mid Cap.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell Mid-Cap Growth ETF
Holdings overlap
130 positions appear in both funds. Buying equal dollars of BBMC and IWP would leave roughly22.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
BBMC is 16 bps cheaper than IWP. On a $100,000 position that's about $160/yr more in fees for IWP.
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 IWP.
Top shared holdings
130 shared in total| # | Holding | In BBMC | In IWP | Overlap |
|---|---|---|---|---|
| 1 | Lumentum Holdings, Inc. | 1.28% | 1.67% | 1.28% |
| 2 | Jabil, Inc. | 0.67% | 1.10% | 0.67% |
| 3 | Tapestry, Inc. | 0.60% | 0.81% | 0.60% |
| 4 | Casey's General Stores, Inc. | 0.60% | 0.71% | 0.60% |
| 5 | Natera, Inc. | 0.56% | 1.01% | 0.56% |
| 6 | Revolution Medicines, Inc. | 0.54% | 0.98% | 0.54% |
| 7 | XPO, Inc. | 0.52% | 0.64% | 0.52% |
| 8 | Fabrinet | 0.50% | 0.55% | 0.50% |
| 9 | MasTec, Inc. | 0.48% | 0.71% | 0.48% |
| 10 | CH Robinson Worldwide, Inc. | 0.43% | 0.56% | 0.43% |
| 11 | Woodward, Inc. | 0.43% | 0.69% | 0.43% |
| 12 | ATI, Inc. | 0.42% | 0.73% | 0.42% |
Only in BBMC
427 total- Sandisk Corp.3.06%
- Ciena Corp.1.49%
- JPMorgan U.S. Government Money Market Fund0.96%
- Qnity Electronics, Inc.0.59%
- Albemarle Corp.0.46%
- United Therapeutics Corp.0.45%
- US Foods Holding Corp.0.41%
- CF Industries Holdings, Inc.0.39%
- Reliance, Inc.0.38%
- Royal Gold, Inc.0.38%
Only in IWP
138 total- BlackRock Funds III3.70%
- Datadog, Inc.2.34%
- Snowflake, Inc.2.33%
- Cloudflare, Inc.2.12%
- Teradyne, Inc.2.07%
- Astera Labs, Inc.2.02%
- Simon Property Group, Inc.1.96%
- Comfort Systems USA, Inc.1.89%
- Robinhood Markets, Inc.1.75%
- Targa Resources Corp.1.56%
Open BBMC or IWP 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.