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ETF comparison

BBSC vs IWO

Both US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
44.7 %

455 positions appear in both funds. Buying equal dollars of BBSC and IWO would leave roughly 44.7% of each dollar exposed to the same underlying securities.

BBSC unmatched 54.1% Shared 44.7% IWO unmatched 54.9%

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
397 positions
Shared
455 positions
In IWO only
678 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%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$14.11B
TTM yield
0.48%
Top-10 conc.
6.0%

Sub-score comparison

91
Cost
76
88
Tax efficiency
90
50
Liquidity
100
100
Concentration
100
—
Tracking quality
—
BBSC sub-score IWO

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

Cost difference

BBSC is 15 bps cheaper than IWO. On a $100,000 position that's about $150/yr more in fees for IWO.

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 IWO.

Top shared holdings

455 shared in total
# Holding In BBSC In IWO Overlap
1 Moog, Inc. 0.43% 0.73% 0.43%
2 Brinker International, Inc. 0.36% 0.44% 0.36%
3 BrightSpring Health Services, Inc. 0.35% 0.68% 0.35%
4 Krystal Biotech, Inc. 0.34% 0.58% 0.34%
5 StoneX Group, Inc. 0.32% 0.52% 0.32%
6 JFrog Ltd. 0.32% 0.59% 0.32%
7 ESCO Technologies, Inc. 0.31% 0.56% 0.31%
8 Compass, Inc. 0.31% 0.45% 0.31%
9 Spyre Therapeutics, Inc. 0.30% 0.40% 0.30%
10 Argan, Inc. 0.29% 0.66% 0.29%
11 Cipher Digital, Inc. 0.29% 0.50% 0.29%
12 Protagonist Therapeutics, Inc. 0.28% 0.45% 0.28%

Only in BBSC

397 total
  • Corcept Therapeutics, Inc. 0.44%
  • Semtech Corp. 0.43%
  • American Healthcare REIT, Inc. 0.41%
  • Arrowhead Pharmaceuticals, Inc. 0.41%
  • CareTrust REIT, Inc. 0.35%
  • DigitalOcean Holdings, Inc. 0.34%
  • Viasat, Inc. 0.33%
  • FormFactor, Inc. 0.32%
  • Ralliant Corp. 0.29%
  • Terawulf, Inc. 0.29%

Only in IWO

678 total
  • FirstCash Holdings, Inc. 0.53%
  • D-Wave Quantum, Inc. 0.53%
  • EnerSys 0.49%
  • Ryman Hospitality Properties, Inc. 0.48%
  • Glaukos Corp. 0.48%
  • TG Therapeutics, Inc. 0.48%
  • Federal Signal Corp. 0.47%
  • Zurn Elkay Water Solutions Corp. 0.46%
  • HealthEquity, Inc. 0.46%
  • Hims & Hers Health, Inc. 0.45%

Percentages are holdings overlap with the named fund.

Open BBSC or IWO 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.