Skip to main content
PlainIndex
Menu

ETF comparison

BBSC vs IWF

US Small Cap vs US Large Cap Growth.

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · iShares Russell 1000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.4 %

39 positions appear in both funds. Buying equal dollars of BBSC and IWF would leave roughly 0.4% of each dollar exposed to the same underlying securities.

BBSC unmatched 98.4% Shared 0.4% IWF unmatched 99.4%

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 BBSC only
813 positions
Shared
39 positions
In IWF only
329 positions

Side by side

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan · US Small Cap

82 composite / 100
Expense ratio
0.090%
Net assets
$706.9M
TTM yield
1.07%
Top-10 conc.
3.9%
IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%

Sub-score comparison

91
Cost
82
88
Tax efficiency
90
50
Liquidity
100
100
Concentration
37
—
Tracking quality
—
BBSC sub-score IWF

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

Cost difference

BBSC is 9 bps cheaper than IWF. On a $100,000 position that's about $90/yr more in fees for IWF.

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 BBSC vs IWF.

Top shared holdings

39 shared in total
# Holding In BBSC In IWF Overlap
1 Semtech Corp. 0.43% 0.04% 0.04%
2 DigitalOcean Holdings, Inc. 0.34% 0.04% 0.04%
3 FormFactor, Inc. 0.32% 0.04% 0.04%
4 Vicor Corp. 0.20% 0.03% 0.03%
5 Terawulf, Inc. 0.29% 0.03% 0.03%
6 Powell Industries, Inc. 0.24% 0.02% 0.02%
7 Corcept Therapeutics, Inc. 0.44% 0.02% 0.02%
8 Everus Construction Group, Inc. 0.25% 0.02% 0.02%
9 Arrowhead Pharmaceuticals, Inc. 0.41% 0.02% 0.02%
10 Wingstop, Inc. 0.14% 0.01% 0.01%
11 Valvoline, Inc. 0.18% 0.01% 0.01%
12 Globalstar, Inc. 0.17% 0.01% 0.01%

Only in BBSC

813 total
  • Moog, Inc. 0.43%
  • American Healthcare REIT, Inc. 0.41%
  • Brinker International, Inc. 0.36%
  • CareTrust REIT, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Krystal Biotech, Inc. 0.34%
  • Crinetics Pharmaceuticals, Inc. 0.34%
  • Viasat, Inc. 0.33%
  • StoneX Group, Inc. 0.32%
  • JFrog Ltd. 0.32%

Only in IWF

329 total
  • NVIDIA CORPORATION 13.83%
  • APPLE INC. 6.72%
  • ALPHABET INC. 6.17%
  • BROADCOM INC. 5.21%
  • ALPHABET INC. 4.98%
  • MICROSOFT CORPORATION 4.11%
  • MICRON TECHNOLOGY, INC. 3.86%
  • TESLA, INC. 3.64%
  • META PLATFORMS, INC. 3.00%
  • ELI LILLY AND COMPANY 2.84%

Related comparisons

More comparisons with BBSC

More comparisons with IWF

Percentages are holdings overlap with the named fund.

Open BBSC or IWF at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.