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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
53.6 %

654 positions appear in both funds. Buying equal dollars of BBSC and IWM would leave roughly 53.6% of each dollar exposed to the same underlying securities.

BBSC only 46.3% Shared 53.6% IWM only 60.5%
In BBSC only
78 positions
Shared
654 positions
In IWM only
1,290 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
$744.3M
TTM yield
1.00%
Top-10 conc.
5.9%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.19%
Net assets
$82.97B
TTM yield
0.90%
Top-10 conc.
19.5%

Sub-score comparison

91
Cost
81
89
Tax efficiency
89
51
Liquidity
100
100
Concentration
86
—
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

654 shared in total
# Holding In BBSC In IWM Overlap
1 TTM Technologies, Inc. 0.79% 0.34% 0.34%
2 Arrowhead Pharmaceuticals, Inc. 0.46% 0.29% 0.29%
3 American Healthcare REIT, Inc. 0.44% 0.29% 0.29%
4 Praxis Precision Medicines, Inc. 0.38% 0.28% 0.28%
5 CareTrust REIT, Inc. 0.44% 0.28% 0.28%
6 Moog, Inc. 0.45% 0.28% 0.28%
7 SM Energy Co. 0.35% 0.26% 0.26%
8 SiTime Corp. 0.63% 0.26% 0.26%
9 Primoris Services Corp. 0.51% 0.26% 0.26%
10 Viavi Solutions, Inc. 0.57% 0.26% 0.26%
11 Planet Labs PBC 0.52% 0.26% 0.26%
12 FormFactor, Inc. 0.56% 0.26% 0.26%

Only in BBSC

78 total
  • JPMorgan U.S. Government Money Market Fund 0.83%
  • Everus Construction Group, Inc. 0.40%
  • UL Solutions, Inc. 0.35%
  • Rayonier, Inc. 0.31%
  • Ralliant Corp. 0.27%
  • JFrog Ltd. 0.24%
  • Envista Holdings Corp. 0.23%
  • Ondas, Inc. 0.22%
  • Virtu Financial, Inc. 0.21%
  • Appfolio, Inc. 0.20%

Only in IWM

1,290 total
  • BlackRock Funds III 14.24%
  • Bloom Energy Corp. 1.01%
  • Coeur Mining, Inc. 0.65%
  • Fabrinet 0.64%
  • Nextpower, Inc. 0.60%
  • EchoStar Corp. 0.54%
  • Credo Technology Group Holding Ltd. 0.51%
  • Kratos Defense & Security Solutions, Inc. 0.43%
  • Advanced Energy Industries, Inc. 0.41%
  • Sterling Infrastructure, Inc. 0.41%

Open BBSC or IWM 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.