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
371 positions appear in both funds. Buying equal dollars of BBMC and SCHM would leave roughly 69.6% 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
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
371 shared in total| # | Holding | In BBMC | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Revolution Medicines, Inc. | 0.75% | 0.57% | 0.57% |
| 2 | Tapestry, Inc. | 0.66% | 0.55% | 0.55% |
| 3 | Casey's General Stores, Inc. | 0.70% | 0.53% | 0.53% |
| 4 | TechnipFMC plc | 0.58% | 0.51% | 0.51% |
| 5 | Curtiss-Wright Corp. | 0.58% | 0.51% | 0.51% |
| 6 | nVent Electric plc | 0.53% | 0.50% | 0.50% |
| 7 | XPO, Inc. | 0.51% | 0.47% | 0.47% |
| 8 | ATI, Inc. | 0.54% | 0.44% | 0.44% |
| 9 | FTAI Aviation Ltd. | 0.43% | 0.50% | 0.43% |
| 10 | Carpenter Technology Corp. | 0.55% | 0.43% | 0.43% |
| 11 | United Therapeutics Corp. | 0.42% | 0.44% | 0.42% |
| 12 | MKS, Inc. | 0.43% | 0.40% | 0.40% |
Only in BBMC
91 total- Natera, Inc. 0.79%
- Qnity Electronics, Inc. 0.59%
- Williams-Sonoma, Inc. 0.58%
- Affirm Holdings, Inc. 0.44%
- Reddit, Inc. 0.43%
- Best Buy Co., Inc. 0.36%
- Toast, Inc. 0.36%
- Atlassian Corp. 0.35%
- TransUnion 0.33%
- Gen Digital, Inc. 0.32%
Only in SCHM
125 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Steel Dynamics Inc 0.66%
- Twilio Inc 0.54%
- Centene Corp 0.52%
- Omnicom Group Inc 0.42%
Related comparisons
More comparisons with BBMC
- BBMC vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 57.9%
- BBMC vs IJH · iShares Core S&P Mid-Cap ETF 57.9%
- BBMC vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 56.7%
- BBMC vs VB · Vanguard Morningstar Small-Cap ETF 56.3%
- BBMC vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 55.8%
- BBMC vs IJK · iShares S&P Mid-Cap 400 Growth ETF 38.3%
More comparisons with SCHM
- SCHM vs VB · Vanguard Morningstar Small-Cap ETF 57.2%
- SCHM vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 54.6%
- SCHM vs IJH · iShares Core S&P Mid-Cap ETF 54.2%
- SCHM vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 54.2%
- SCHM vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 51.1%
- SCHM vs IWS · iShares Russell Mid-Cap Value ETF 36.7%
Percentages are holdings overlap with the named fund.
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.