ETF comparison

BBSCvsIWO

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%

402 positions appear in both funds. Buying equal dollars of BBSC and IWO would leave roughly44.7%of each dollar exposed to the same underlying securities.

BBSC only 55.2%Shared 44.7%IWO only 69.7%
In BBSC only
330 positions
Shared
402 positions
In IWO only
733 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%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

86composite / 100
Expense ratio
0.24%
Net assets
$14.87B
TTM yield
0.45%
Top-10 conc.
20.3%

Sub-score comparison

91
Cost
76
88
Tax efficiency
90
51
Liquidity
100
100
Concentration
85
Tracking quality
BBSCsub-scoreIWO

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

Top shared holdings

402 shared in total
#HoldingIn BBSCIn IWOOverlap
1Argan, Inc.0.46%0.66%0.46%
2Moog, Inc.0.45%0.73%0.45%
3ESCO Technologies, Inc.0.41%0.56%0.41%
4StoneX Group, Inc.0.38%0.52%0.38%
5Praxis Precision Medicines, Inc.0.38%0.51%0.38%
6Krystal Biotech, Inc.0.36%0.58%0.36%
7Brinker International, Inc.0.35%0.44%0.35%
8Archrock, Inc.0.35%0.43%0.35%
9Plexus Corp.0.34%0.49%0.34%
10MYR Group, Inc.0.32%0.47%0.32%
11Uranium Energy Corp.0.37%0.32%0.32%
12Riot Platforms, Inc.0.31%0.39%0.31%

Only in BBSC

330 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 IWO

733 total
  • BlackRock Funds III14.75%
  • FirstCash Holdings, Inc.0.53%
  • D-Wave Quantum, Inc.0.53%
  • EnerSys0.49%
  • 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%

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 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.