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ETF comparison

BBSC vs IWM

Both US Small Cap.

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
64.1 %

713 positions appear in both funds. Buying equal dollars of BBSC and IWM would leave roughly 64.1% of each dollar exposed to the same underlying securities.

BBSC unmatched 34.7% Shared 64.1% IWM unmatched 35.7%

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 BBSC only
139 positions
Shared
713 positions
In IWM only
1,301 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%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

91
Cost
81
88
Tax efficiency
89
50
Liquidity
100
100
Concentration
100
—
Tracking quality
—
BBSC sub-score IWM

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

Cost difference

BBSC is 10 bps cheaper than IWM. On a $100,000 position that's about $100/yr more in fees for IWM.

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 IWM.

Top shared holdings

713 shared in total
# Holding In BBSC In IWM Overlap
1 Moog, Inc. 0.43% 0.38% 0.38%
2 BrightSpring Health Services, Inc. 0.35% 0.35% 0.35%
3 Viasat, Inc. 0.33% 0.35% 0.33%
4 JFrog Ltd. 0.32% 0.31% 0.31%
5 Krystal Biotech, Inc. 0.34% 0.30% 0.30%
6 Argan, Inc. 0.29% 0.34% 0.29%
7 ESCO Technologies, Inc. 0.31% 0.29% 0.29%
8 CareTrust REIT, Inc. 0.35% 0.28% 0.28%
9 Riot Platforms, Inc. 0.28% 0.30% 0.28%
10 Compass, Inc. 0.31% 0.27% 0.27%
11 StoneX Group, Inc. 0.32% 0.27% 0.27%
12 Praxis Precision Medicines, Inc. 0.26% 0.26% 0.26%

Only in BBSC

139 total
  • Corcept Therapeutics, Inc. 0.44%
  • Semtech Corp. 0.43%
  • American Healthcare REIT, Inc. 0.41%
  • Arrowhead Pharmaceuticals, Inc. 0.41%
  • DigitalOcean Holdings, Inc. 0.34%
  • FormFactor, Inc. 0.32%
  • Ralliant Corp. 0.29%
  • Terawulf, Inc. 0.29%
  • UL Solutions, Inc. 0.28%
  • Rayonier, Inc. 0.25%

Only in IWM

1,301 total
  • Hut 8 Corp. 0.37%
  • Cytokinetics, Inc. 0.35%
  • UMB Financial Corp. 0.33%
  • Old National Bancorp 0.28%
  • FirstCash Holdings, Inc. 0.28%
  • D-Wave Quantum, Inc. 0.27%
  • Alkermes plc 0.27%
  • EnerSys 0.27%
  • Ryman Hospitality Properties, Inc. 0.25%
  • Glaukos Corp. 0.25%

Percentages are holdings overlap with the named fund.

Open BBSC or IWM 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.