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ETF comparison

BBMC vs IWP

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
23.6 %

127 positions appear in both funds. Buying equal dollars of BBMC and IWP would leave roughly 23.6% of each dollar exposed to the same underlying securities.

BBMC unmatched 75.4% Shared 23.6% IWP unmatched 76.2%

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
335 positions
Shared
127 positions
In IWP only
139 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%
IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

87 composite / 100
Expense ratio
0.23%
Net assets
$19.35B
TTM yield
0.40%
Top-10 conc.
19.7%

Sub-score comparison

93
Cost
77
88
Tax efficiency
90
70
Liquidity
100
100
Concentration
86
—
Tracking quality
—
BBMC sub-score IWP

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with BBMC vs IWP.

Top shared holdings

127 shared in total
# Holding In BBMC In IWP Overlap
1 Natera, Inc. 0.79% 1.01% 0.79%
2 Revolution Medicines, Inc. 0.75% 0.98% 0.75%
3 Casey's General Stores, Inc. 0.70% 0.71% 0.70%
4 Tapestry, Inc. 0.66% 0.81% 0.66%
5 Carpenter Technology Corp. 0.55% 0.81% 0.55%
6 ATI, Inc. 0.54% 0.73% 0.54%
7 XPO, Inc. 0.51% 0.64% 0.51%
8 Woodward, Inc. 0.46% 0.69% 0.46%
9 Guardant Health, Inc. 0.45% 0.46% 0.45%
10 Affirm Holdings, Inc. 0.44% 0.62% 0.44%
11 FTAI Aviation Ltd. 0.43% 0.75% 0.43%
12 Reddit, Inc. 0.43% 0.63% 0.43%

Only in BBMC

335 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 IWP

139 total
  • 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%
  • Lumentum Holdings, Inc. 1.67%
  • Targa Resources Corp. 1.56%

Percentages are holdings overlap with the named fund.

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 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.