ETF comparison

BBMCvsVB

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
58.0%

541 positions appear in both funds. Buying equal dollars of BBMC and VB would leave roughly58.0%of each dollar exposed to the same underlying securities.

BBMC only 41.9%Shared 58.0%VB only 41.7%
In BBMC only
16 positions
Shared
541 positions
In VB only
768 positions

Side by side

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

87composite / 100
Expense ratio
0.070%
Net assets
$2.12B
TTM yield
1.14%
Top-10 conc.
10.9%
VB

Vanguard Morningstar Small-Cap ETF

Vanguard · US Small Cap

96composite / 100
Expense ratio
0.030%
Net assets
$185.27B
TTM yield
1.24%
Top-10 conc.
5.5%

Sub-score comparison

93
Cost
97
88
Tax efficiency
88
71
Liquidity
100
99
Concentration
100
Tracking quality
BBMCsub-scoreVB

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with BBMC vs VB.

Top shared holdings

541 shared in total
#HoldingIn BBMCIn VBOverlap
1Jabil, Inc.0.67%0.49%0.49%
2Revolution Medicines, Inc.0.54%0.46%0.46%
3Natera, Inc.0.56%0.45%0.45%
4Tapestry, Inc.0.60%0.36%0.36%
5Casey's General Stores, Inc.0.60%0.36%0.36%
6Carpenter Technology Corp.0.41%0.35%0.35%
7Curtiss-Wright Corp.0.53%0.34%0.34%
8Williams-Sonoma, Inc.0.43%0.33%0.33%
9nVent Electric plc0.46%0.33%0.33%
10ATI, Inc.0.42%0.33%0.33%
11TechnipFMC plc0.58%0.32%0.32%
12MasTec, Inc.0.48%0.32%0.32%

Only in BBMC

16 total
  • Sandisk Corp.3.06%
  • Ciena Corp.1.49%
  • Lumentum Holdings, Inc.1.28%
  • Coherent Corp.1.13%
  • JPMorgan U.S. Government Money Market Fund0.96%
  • Reddit, Inc.0.37%
  • Tradeweb Markets, Inc.0.26%
  • Rocket Cos., Inc.0.26%
  • Masimo Corp.0.17%
  • Autoliv, Inc.0.16%

Only in VB

768 total
  • Credo Technology Group Holding Ltd0.55%
  • Astera Labs Inc0.45%
  • EMCOR Group Inc0.45%
  • Twilio Inc0.38%
  • NRG Energy Inc0.37%
  • Flex Ltd0.36%
  • Atmos Energy Corp0.35%
  • FTAI Aviation Ltd0.34%
  • Entegris Inc0.33%
  • Illumina Inc0.31%

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 methodologyand 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.