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ETF comparison

BBMC vs MDY

Both US Mid Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · State Street SPDR S&P MIDCAP 400 ETF Trust

Holdings overlap

Weighted by ISIN/CUSIP
55.8 %

258 positions appear in both funds. Buying equal dollars of BBMC and MDY would leave roughly 55.8% of each dollar exposed to the same underlying securities.

BBMC unmatched 43.2% Shared 55.8% MDY unmatched 44.2%

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
204 positions
Shared
258 positions
In MDY only
143 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%
MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street · US Mid Cap

88 composite / 100
Expense ratio
0.23%
Net assets
$25.22B
TTM yield
1.06%
Top-10 conc.
7.2%

Sub-score comparison

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

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

BBMC is 16 bps cheaper than MDY. On a $100,000 position that's about $160/yr more in fees for MDY.

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 MDY.

Top shared holdings

258 shared in total
# Holding In BBMC In MDY Overlap
1 Curtiss-Wright Corp. 0.58% 0.58% 0.58%
2 Carpenter Technology Corp. 0.55% 0.55% 0.55%
3 ATI, Inc. 0.54% 0.75% 0.54%
4 Okta, Inc. 0.52% 1.01% 0.52%
5 XPO, Inc. 0.51% 0.62% 0.51%
6 US Foods Holding Corp. 0.48% 0.60% 0.48%
7 Tenet Healthcare Corp. 0.47% 0.60% 0.47%
8 Woodward, Inc. 0.46% 0.56% 0.46%
9 Reliance, Inc. 0.45% 0.59% 0.45%
10 MKS, Inc. 0.43% 0.54% 0.43%
11 TD SYNNEX Corp. 0.42% 0.64% 0.42%
12 United Therapeutics Corp. 0.42% 0.67% 0.42%

Only in BBMC

204 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • Casey's General Stores, Inc. 0.70%
  • Tapestry, Inc. 0.66%
  • Qnity Electronics, Inc. 0.59%
  • TechnipFMC plc 0.58%
  • Williams-Sonoma, Inc. 0.58%
  • nVent Electric plc 0.53%
  • Guardant Health, Inc. 0.45%
  • Affirm Holdings, Inc. 0.44%

Only in MDY

143 total
  • Twilio Inc. Class A 1.30%
  • U.S. Dollar 0.89%
  • nVent Electric plc 0.79%
  • TechnipFMC plc 0.77%
  • Entegris Inc. 0.73%
  • Roivant Sciences Ltd. 0.55%
  • Semtech Corporation 0.52%
  • Burlington Stores Inc. 0.50%
  • East West Bancorp Inc. 0.50%
  • Fabrinet 0.48%

Percentages are holdings overlap with the named fund.

Open BBMC or MDY 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.