ETF comparison
BBMC vs IWS
Both US Mid Cap.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · iShares Russell Mid-Cap Value ETF
Holdings overlap
353 positions appear in both funds. Buying equal dollars of BBMC and IWS would leave roughly 31.6% 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 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 the cost calculator pre-filled with BBMC vs IWS.
Top shared holdings
353 shared in total| # | Holding | In BBMC | In IWS | Overlap |
|---|---|---|---|---|
| 1 | Qnity Electronics, Inc. | 0.59% | 0.34% | 0.34% |
| 2 | MKS, Inc. | 0.43% | 0.27% | 0.27% |
| 3 | Moderna, Inc. | 0.42% | 0.25% | 0.25% |
| 4 | Williams-Sonoma, Inc. | 0.58% | 0.23% | 0.23% |
| 5 | Okta, Inc. | 0.52% | 0.22% | 0.22% |
| 6 | United Therapeutics Corp. | 0.42% | 0.22% | 0.22% |
| 7 | US Foods Holding Corp. | 0.48% | 0.22% | 0.22% |
| 8 | TD SYNNEX Corp. | 0.42% | 0.20% | 0.20% |
| 9 | IonQ, Inc. | 0.31% | 0.19% | 0.19% |
| 10 | Reliance, Inc. | 0.45% | 0.19% | 0.19% |
| 11 | Viatris, Inc. | 0.43% | 0.18% | 0.18% |
| 12 | ITT, Inc. | 0.38% | 0.17% | 0.17% |
Only in BBMC
109 total- Natera, Inc. 0.79%
- Revolution Medicines, Inc. 0.75%
- Tapestry, Inc. 0.66%
- Carpenter Technology Corp. 0.55%
- ATI, Inc. 0.54%
- XPO, Inc. 0.51%
- Woodward, Inc. 0.46%
- Affirm Holdings, Inc. 0.44%
- FTAI Aviation Ltd. 0.43%
- Reddit, Inc. 0.43%
Only in IWS
367 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- FLEX LTD 0.58%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
Related comparisons
More comparisons with BBMC
- BBMC vs IWR · iShares Russell Mid-Cap ETF 31.4%
- 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%
More comparisons with IWS
- IWS vs AVMV · Avantis U.S. Mid Cap Value ETF 29.8%
- IWS vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWS vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 24.2%
- IWS vs IJH · iShares Core S&P Mid-Cap ETF 24.0%
- IWS vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 24.0%
- IWS vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 22.6%
Percentages are holdings overlap with the named fund.
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 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.