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ETF comparison

BBUS vs IWV

Both US Total Market.

JPMorgan BetaBuilders U.S. Equity ETF · iShares Russell 3000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
84.7 %

463 positions appear in both funds. Buying equal dollars of BBUS and IWV would leave roughly 84.7% of each dollar exposed to the same underlying securities.

BBUS unmatched 14.7% Shared 84.7% IWV unmatched 15.1%

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 BBUS only
5 positions
Shared
463 positions
In IWV only
2,127 positions

Side by side

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

JPMorgan · US Total Market

91 composite / 100
Expense ratio
0.020%
Net assets
$9.31B
TTM yield
1.00%
Top-10 conc.
37.3%
IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.28B
TTM yield
0.88%
Top-10 conc.
32.0%

Sub-score comparison

98
Cost
80
89
Tax efficiency
89
99
Liquidity
100
61
Concentration
69
—
Tracking quality
—
BBUS sub-score IWV

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

Cost difference

BBUS is 18 bps cheaper than IWV. On a $100,000 position that's about $180/yr more in fees for IWV.

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 BBUS vs IWV.

Top shared holdings

463 shared in total
# Holding In BBUS In IWV Overlap
1 NVIDIA Corp. 7.30% 6.43% 6.43%
2 Apple, Inc. 7.03% 5.76% 5.76%
3 Microsoft Corp. 5.36% 3.82% 3.82%
4 Amazon.com, Inc. 4.14% 3.19% 3.19%
5 Alphabet, Inc. 3.23% 2.87% 2.87%
6 Broadcom, Inc. 2.81% 2.42% 2.42%
7 Alphabet, Inc. 2.61% 2.31% 2.31%
8 Meta Platforms, Inc. 1.89% 1.71% 1.71%
9 Micron Technology, Inc. 1.44% 1.79% 1.44%
10 Tesla, Inc. 1.36% 1.69% 1.36%
11 Eli Lilly & Co. 1.43% 1.32% 1.32%
12 Berkshire Hathaway, Inc. 1.47% 1.28% 1.28%

Only in BBUS

5 total
  • ExxonMobil Holdings Corp. 1.00%
  • Seagate Technology Holdings plc 0.30%
  • MercadoLibre, Inc. 0.14%
  • TE Connectivity plc 0.09%
  • NXP Semiconductors NV 0.09%

Only in IWV

2,127 total
  • EXXONMOBIL HOLDINGS CORP 0.78%
  • SPACE EXPLORATION TECHNOLOGIES CORP 0.12%
  • SPOTIFY TECHNOLOGY SA 0.10%
  • HONEYWELL AEROSPACE INC 0.10%
  • NU HOLDINGS LTD 0.06%
  • ANGLOGOLD ASHANTI PLC 0.06%
  • NATERA INC 0.05%
  • REVOLUTION MEDICINES INC 0.05%
  • QNITY ELECTRONICS INC 0.05%
  • CARPENTER TECHNOLOGY CORP 0.04%

Percentages are holdings overlap with the named fund.

Open BBUS or IWV 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.