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ETF comparison

BBMC vs VYM

US Mid Cap vs Dividend.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
6.0 %

160 positions appear in both funds. Buying equal dollars of BBMC and VYM would leave roughly 6.0% of each dollar exposed to the same underlying securities.

BBMC unmatched 93.0% Shared 6.0% VYM unmatched 93.7%

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
302 positions
Shared
160 positions
In VYM only
444 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%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

93
Cost
96
88
Tax efficiency
76
70
Liquidity
100
100
Concentration
77
—
Tracking quality
—
BBMC sub-score VYM

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

Cost difference

VYM is 3 bps cheaper than BBMC. On a $100,000 position that's about $30/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 VYM.

Top shared holdings

160 shared in total
# Holding In BBMC In VYM Overlap
1 Tapestry, Inc. 0.66% 0.13% 0.13%
2 Williams-Sonoma, Inc. 0.58% 0.11% 0.11%
3 Reliance, Inc. 0.45% 0.08% 0.08%
4 Viatris, Inc. 0.43% 0.08% 0.08%
5 CF Industries Holdings, Inc. 0.41% 0.08% 0.08%
6 Ovintiv, Inc. 0.37% 0.07% 0.07%
7 CH Robinson Worldwide, Inc. 0.36% 0.07% 0.07%
8 IDEX Corp. 0.34% 0.07% 0.07%
9 Best Buy Co., Inc. 0.36% 0.07% 0.07%
10 Permian Resources Corp. 0.35% 0.07% 0.07%
11 Pinnacle Financial Partners, Inc. 0.33% 0.06% 0.06%
12 Reinsurance Group of America, Inc. 0.33% 0.06% 0.06%

Only in BBMC

302 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • Casey's General Stores, Inc. 0.70%
  • Qnity Electronics, Inc. 0.59%
  • TechnipFMC plc 0.58%
  • Curtiss-Wright Corp. 0.58%
  • Carpenter Technology Corp. 0.55%
  • ATI, Inc. 0.54%
  • nVent Electric plc 0.53%
  • Okta, Inc. 0.52%

Only in VYM

444 total
  • Broadcom Inc 7.35%
  • JPMorgan Chase & Co 3.82%
  • ExxonMobil Holdings Corp 2.63%
  • Johnson & Johnson 2.51%
  • Cisco Systems Inc 1.86%
  • AbbVie Inc 1.80%
  • Bank of America Corp 1.66%
  • UnitedHealth Group Inc 1.52%
  • Caterpillar Inc 1.50%
  • Chevron Corp 1.48%

Percentages are holdings overlap with the named fund.

Open BBMC or VYM 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.