ETF comparison
BBMC vs IWR
Both US Mid Cap.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell Mid-Cap ETF
Holdings overlap
402 positions appear in both funds. Buying equal dollars of BBMC and IWR would leave roughly 31.4% 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 IWR. On a $100,000 position that's about $110/yr more in fees for IWR.
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 IWR.
Top shared holdings
402 shared in total| # | Holding | In BBMC | In IWR | Overlap |
|---|---|---|---|---|
| 1 | Natera, Inc. | 0.79% | 0.27% | 0.27% |
| 2 | Revolution Medicines, Inc. | 0.75% | 0.26% | 0.26% |
| 3 | Qnity Electronics, Inc. | 0.59% | 0.25% | 0.25% |
| 4 | MKS, Inc. | 0.43% | 0.22% | 0.22% |
| 5 | Carpenter Technology Corp. | 0.55% | 0.22% | 0.22% |
| 6 | Tapestry, Inc. | 0.66% | 0.21% | 0.21% |
| 7 | Casey's General Stores, Inc. | 0.70% | 0.21% | 0.21% |
| 8 | Curtiss-Wright Corp. | 0.58% | 0.20% | 0.20% |
| 9 | FTAI Aviation Ltd. | 0.43% | 0.20% | 0.20% |
| 10 | Williams-Sonoma, Inc. | 0.58% | 0.20% | 0.20% |
| 11 | nVent Electric plc | 0.53% | 0.20% | 0.20% |
| 12 | ATI, Inc. | 0.54% | 0.19% | 0.19% |
Only in BBMC
60 total- Hut 8 Corp. 0.24%
- UMB Financial Corp. 0.22%
- Cytokinetics, Inc. 0.21%
- Glaukos Corp. 0.20%
- Old National Bancorp 0.19%
- Jackson Financial, Inc. 0.18%
- HealthEquity, Inc. 0.18%
- Ryman Hospitality Properties, Inc. 0.18%
- FirstCash Holdings, Inc. 0.17%
- Alkermes plc 0.17%
Only in IWR
422 total- Datadog, Inc. 0.62%
- Snowflake, Inc. 0.61%
- Royal Caribbean Cruises Ltd. 0.58%
- Cloudflare, Inc. 0.56%
- Robinhood Markets, Inc. 0.56%
- Teradyne, Inc. 0.55%
- Marathon Petroleum Corp. 0.54%
- Astera Labs, Inc. 0.53%
- Simon Property Group, Inc. 0.52%
- United Rentals, Inc. 0.51%
Related comparisons
More comparisons with BBMC
- BBMC vs AVMV · Avantis U.S. Mid Cap Value ETF 28.0%
- BBMC vs IWP · iShares Russell Mid-Cap Growth ETF 23.6%
- BBMC vs IWD · iShares Russell 1000 Value ETF 9.0%
- 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%
More comparisons with IWR
- IWR vs AVMV · Avantis U.S. Mid Cap Value ETF 28.8%
- IWR vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWR vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 24.8%
- IWR vs IJH · iShares Core S&P Mid-Cap ETF 22.9%
- IWR vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 22.9%
- IWR vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 22.8%
Percentages are holdings overlap with the named fund.
Open BBMC or IWR 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.