ETF comparison
BBMCvsIWS
Both US Mid Cap.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell Mid-Cap Value ETF
Holdings overlap
399 positions appear in both funds. Buying equal dollars of BBMC and IWS would leave roughly32.5%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 IWS. On a $100,000 position that's about $160/yr more in fees for IWS.
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 IWS.
Top shared holdings
399 shared in total| # | Holding | In BBMC | In IWS | Overlap |
|---|---|---|---|---|
| 1 | Coherent Corp. | 1.13% | 0.54% | 0.54% |
| 2 | Qnity Electronics, Inc. | 0.59% | 0.34% | 0.34% |
| 3 | MKS, Inc. | 0.30% | 0.27% | 0.27% |
| 4 | Moderna, Inc. | 0.32% | 0.25% | 0.25% |
| 5 | Williams-Sonoma, Inc. | 0.43% | 0.23% | 0.23% |
| 6 | United Therapeutics Corp. | 0.45% | 0.22% | 0.22% |
| 7 | US Foods Holding Corp. | 0.41% | 0.22% | 0.22% |
| 8 | TD SYNNEX Corp. | 0.35% | 0.20% | 0.20% |
| 9 | IonQ, Inc. | 0.32% | 0.19% | 0.19% |
| 10 | Reliance, Inc. | 0.38% | 0.19% | 0.19% |
| 11 | Viatris, Inc. | 0.34% | 0.18% | 0.18% |
| 12 | ITT, Inc. | 0.37% | 0.17% | 0.17% |
Only in BBMC
158 total- Sandisk Corp.3.06%
- Ciena Corp.1.49%
- Lumentum Holdings, Inc.1.28%
- JPMorgan U.S. Government Money Market Fund0.96%
- Jabil, Inc.0.67%
- Tapestry, Inc.0.60%
- Natera, Inc.0.56%
- Revolution Medicines, Inc.0.54%
- XPO, Inc.0.52%
- Fabrinet0.50%
Only in IWS
321 total- WARNER BROS. DISCOVERY INC0.63%
- PHILLIPS 660.62%
- DIGITAL REALTY TRUST INC0.62%
- KINDER MORGAN INC0.61%
- ALLSTATE CORP (THE)0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY0.59%
- FLEX LTD0.58%
- REALTY INCOME CORP0.57%
- DELTA AIR LINES INC0.56%
- CORTEVA INC0.56%
Open BBMC or IWS 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.