Skip to main content

ETF comparison

BBMC vs SCHB

US Mid Cap vs US Total Market.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.4 %

452 positions appear in both funds. Buying equal dollars of BBMC and SCHB would leave roughly 6.4% of each dollar exposed to the same underlying securities.

BBMC unmatched 92.7% Shared 6.4% SCHB unmatched 93.5%

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
10 positions
Shared
452 positions
In SCHB only
1,953 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%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%

Sub-score comparison

93
Cost
97
88
Tax efficiency
88
70
Liquidity
100
100
Concentration
64
—
Tracking quality
—
BBMC sub-score SCHB

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

Cost difference

SCHB is 4 bps cheaper than BBMC. On a $100,000 position that's about $40/yr more in fees for BBMC.

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 SCHB.

Top shared holdings

452 shared in total
# Holding In BBMC In SCHB Overlap
1 Qnity Electronics, Inc. 0.59% 0.04% 0.04%
2 Natera, Inc. 0.79% 0.04% 0.04%
3 Revolution Medicines, Inc. 0.75% 0.04% 0.04%
4 Tapestry, Inc. 0.66% 0.04% 0.04%
5 Casey's General Stores, Inc. 0.70% 0.04% 0.04%
6 AST SpaceMobile, Inc. 0.34% 0.04% 0.04%
7 TechnipFMC plc 0.58% 0.04% 0.04%
8 Curtiss-Wright Corp. 0.58% 0.04% 0.04%
9 nVent Electric plc 0.53% 0.04% 0.04%
10 FTAI Aviation Ltd. 0.43% 0.04% 0.04%
11 Sterling Infrastructure, Inc. 0.39% 0.04% 0.04%
12 IonQ, Inc. 0.31% 0.03% 0.03%

Only in BBMC

10 total
  • Gates Industrial Corp. Ltd. 0.14%
  • Freedom Holding Corp. 0.06%
  • Liberty Live Holdings, Inc. 0.04%
  • Zillow Group, Inc. 0.03%
  • Brown-Forman Corp. 0.03%
  • Smithfield Foods, Inc. 0.03%
  • X-Energy, Inc. 0.02%
  • Liberty Broadband Corp. 0.01%
  • U-Haul Holding Co. 0.01%
  • Rush Enterprises, Inc. 0.01%

Only in SCHB

1,953 total
  • NVIDIA Corp 7.02%
  • Apple Inc 6.26%
  • Microsoft Corp 4.57%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.03%
  • Broadcom Inc 2.90%
  • Alphabet Inc 2.41%
  • Meta Platforms Inc 1.89%
  • Tesla Inc 1.68%
  • Micron Technology Inc 1.49%

Percentages are holdings overlap with the named fund.

Open BBMC or SCHB 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.