ETF comparison
BBMC vs SCHM
Both US Mid Cap.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Schwab U.S. Mid-Cap ETF
Holdings overlap
430 positions appear in both funds. Buying equal dollars of BBMC and SCHM would leave roughly 77.6% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHM 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 SCHM.
Top shared holdings
430 shared in total| # | Holding | In BBMC | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Sandisk Corp. | 3.06% | 1.86% | 1.86% |
| 2 | Lumentum Holdings, Inc. | 1.28% | 0.98% | 0.98% |
| 3 | Ciena Corp. | 1.49% | 0.97% | 0.97% |
| 4 | Coherent Corp. | 1.13% | 0.81% | 0.81% |
| 5 | Tapestry, Inc. | 0.60% | 0.63% | 0.60% |
| 6 | TechnipFMC plc | 0.58% | 0.53% | 0.53% |
| 7 | Curtiss-Wright Corp. | 0.53% | 0.51% | 0.51% |
| 8 | Casey's General Stores, Inc. | 0.60% | 0.50% | 0.50% |
| 9 | XPO, Inc. | 0.52% | 0.49% | 0.49% |
| 10 | United Therapeutics Corp. | 0.45% | 0.43% | 0.43% |
| 11 | CH Robinson Worldwide, Inc. | 0.43% | 0.43% | 0.43% |
| 12 | Woodward, Inc. | 0.43% | 0.46% | 0.43% |
Only in BBMC
127 total- JPMorgan U.S. Government Money Market Fund 0.96%
- Jabil, Inc. 0.67%
- Qnity Electronics, Inc. 0.59%
- Natera, Inc. 0.56%
- Williams-Sonoma, Inc. 0.43%
- Reddit, Inc. 0.37%
- Affirm Holdings, Inc. 0.34%
- EchoStar Corp. 0.33%
- Toast, Inc. 0.30%
- Advanced Energy Industries, Inc. 0.29%
Only in SCHM
67 total- Bloom Energy Corp 0.67%
- FTAI Aviation Ltd 0.62%
- Texas Pacific Land Corp 0.60%
- Omnicom Group Inc 0.54%
- Steel Dynamics Inc 0.53%
- Flex Ltd 0.46%
- NiSource Inc 0.45%
- Centene Corp 0.42%
- Packaging Corp of America 0.41%
- Entegris Inc 0.40%
Open BBMC or SCHM 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.