ETF comparison

BBSCvsIWM

Both US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
57.2%

664 positions appear in both funds. Buying equal dollars of BBSC and IWM would leave roughly57.2%of each dollar exposed to the same underlying securities.

BBSC only 42.7%Shared 57.2%IWM only 59.6%
In BBSC only
68 positions
Shared
664 positions
In IWM only
1,351 positions

Side by side

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan · US Small Cap

82composite / 100
Expense ratio
0.090%
Net assets
$741.8M
TTM yield
1.03%
Top-10 conc.
5.9%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88composite / 100
Expense ratio
0.19%
Net assets
$80.46B
TTM yield
0.92%
Top-10 conc.
20.1%

Sub-score comparison

91
Cost
81
88
Tax efficiency
89
51
Liquidity
100
100
Concentration
86
Tracking quality
BBSCsub-scoreIWM

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

Top shared holdings

664 shared in total
#HoldingIn BBSCIn IWMOverlap
1Moog, Inc.0.45%0.38%0.38%
2Viasat, Inc.0.36%0.35%0.35%
3Argan, Inc.0.46%0.34%0.34%
4Riot Platforms, Inc.0.31%0.30%0.30%
5MaxLinear, Inc.0.30%0.34%0.30%
6Krystal Biotech, Inc.0.36%0.30%0.30%
7ESCO Technologies, Inc.0.41%0.29%0.29%
8CareTrust REIT, Inc.0.44%0.28%0.28%
9StoneX Group, Inc.0.38%0.27%0.27%
10Praxis Precision Medicines, Inc.0.38%0.26%0.26%
11Terex Corp.0.36%0.26%0.26%
12Cipher Digital, Inc.0.30%0.26%0.26%

Only in BBSC

68 total
  • JPMorgan U.S. Government Money Market Fund0.83%
  • TTM Technologies, Inc.0.79%
  • SiTime Corp.0.63%
  • Viavi Solutions, Inc.0.57%
  • FormFactor, Inc.0.56%
  • Applied Optoelectronics, Inc.0.54%
  • Planet Labs PBC0.52%
  • Semtech Corp.0.51%
  • Primoris Services Corp.0.51%
  • Arrowhead Pharmaceuticals, Inc.0.46%

Only in IWM

1,351 total
  • BlackRock Funds III17.02%
  • Hut 8 Corp.0.37%
  • Cytokinetics, Inc.0.35%
  • UMB Financial Corp.0.33%
  • Old National Bancorp0.28%
  • FirstCash Holdings, Inc.0.28%
  • D-Wave Quantum, Inc.0.27%
  • Alkermes plc0.27%
  • EnerSys0.27%
  • Ryman Hospitality Properties, Inc.0.25%

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 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.