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ETF comparison

BBMC vs VB

US Mid Cap vs US Small Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Vanguard Morningstar Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.3 %

454 positions appear in both funds. Buying equal dollars of BBMC and VB would leave roughly 56.3% of each dollar exposed to the same underlying securities.

BBMC unmatched 42.8% Shared 56.3% VB unmatched 43.5%

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
8 positions
Shared
454 positions
In VB only
855 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%
VB

Vanguard Morningstar Small-Cap ETF

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$175.77B
whole fund, 5 share classes
TTM yield
1.27%
Top-10 conc.
4.3%

Sub-score comparison

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

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

Cost difference

VB 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 VB.

Top shared holdings

454 shared in total
# Holding In BBMC In VB Overlap
1 Revolution Medicines, Inc. 0.75% 0.46% 0.46%
2 Natera, Inc. 0.79% 0.45% 0.45%
3 MKS, Inc. 0.43% 0.37% 0.37%
4 Tapestry, Inc. 0.66% 0.36% 0.36%
5 Casey's General Stores, Inc. 0.70% 0.36% 0.36%
6 Carpenter Technology Corp. 0.55% 0.35% 0.35%
7 Curtiss-Wright Corp. 0.58% 0.34% 0.34%
8 FTAI Aviation Ltd. 0.43% 0.34% 0.34%
9 Williams-Sonoma, Inc. 0.58% 0.33% 0.33%
10 nVent Electric plc 0.53% 0.33% 0.33%
11 ATI, Inc. 0.54% 0.33% 0.33%
12 TechnipFMC plc 0.58% 0.32% 0.32%

Only in BBMC

8 total
  • Reddit, Inc. 0.43%
  • Atlassian Corp. 0.35%
  • Rocket Cos., Inc. 0.26%
  • Tradeweb Markets, Inc. 0.25%
  • Autoliv, Inc. 0.17%
  • Gates Industrial Corp. Ltd. 0.14%
  • Freedom Holding Corp. 0.06%
  • Smithfield Foods, Inc. 0.03%

Only in VB

855 total
  • Credo Technology Group Holding Ltd 0.55%
  • Jabil Inc 0.49%
  • Astera Labs Inc 0.45%
  • EMCOR Group Inc 0.45%
  • Twilio Inc 0.38%
  • NRG Energy Inc 0.37%
  • Flex Ltd 0.36%
  • Atmos Energy Corp 0.35%
  • Entegris Inc 0.33%
  • Illumina Inc 0.31%

Percentages are holdings overlap with the named fund.

Open BBMC or VB 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.