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ETF comparison

AVMV vs BBMC

Both US Mid Cap.

Avantis U.S. Mid Cap Value ETF · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
28.5 %

166 positions appear in both funds. Buying equal dollars of AVMV and BBMC would leave roughly 28.5% of each dollar exposed to the same underlying securities.

AVMV unmatched 71.4% Shared 28.5% BBMC unmatched 70.6%

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 AVMV only
133 positions
Shared
166 positions
In BBMC only
296 positions

Side by side

AVMV

Avantis U.S. Mid Cap Value ETF

Avantis · US Mid Cap

77 composite / 100
Expense ratio
0.20%
Net assets
$817.4M
TTM yield
1.09%
Top-10 conc.
12.3%
BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

88 composite / 100
Expense ratio
0.070%
Net assets
$2.11B
TTM yield
1.13%
Top-10 conc.
6.3%

Sub-score comparison

80
Cost
93
88
Tax efficiency
88
53
Liquidity
71
97
Concentration
100
—
Tracking quality
—
AVMV sub-score BBMC

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

Cost difference

BBMC is 13 bps cheaper than AVMV. On a $100,000 position that's about $130/yr more in fees for AVMV.

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 AVMV vs BBMC.

Top shared holdings

166 shared in total
# Holding In AVMV In BBMC Overlap
1 Casey's General Stores Inc 0.79% 0.70% 0.70%
2 TechnipFMC PLC 1.02% 0.58% 0.58%
3 Williams-Sonoma Inc 0.77% 0.58% 0.58%
4 Carpenter Technology Corp 0.55% 0.55% 0.55%
5 ATI Inc 0.85% 0.54% 0.54%
6 Viatris Inc 0.62% 0.43% 0.43%
7 United Therapeutics Corp 0.63% 0.42% 0.42%
8 CF Industries Holdings Inc 0.63% 0.41% 0.41%
9 Best Buy Co Inc 0.50% 0.36% 0.36%
10 Ovintiv Inc 0.36% 0.37% 0.36%
11 Neurocrine Biosciences Inc 0.39% 0.36% 0.36%
12 Permian Resources Corp 0.62% 0.35% 0.35%

Only in AVMV

133 total
  • Devon Energy Corp 1.64%
  • Chipotle Mexican Grill Inc 1.30%
  • Ameriprise Financial Inc 1.24%
  • Delta Air Lines Inc 1.22%
  • State Street Corp 1.20%
  • Flex Ltd 1.16%
  • Fastenal Co 1.15%
  • Ferguson Enterprises Inc 1.12%
  • Old Dominion Freight Line Inc 1.12%
  • Targa Resources Corp 1.12%

Only in BBMC

296 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • Qnity Electronics, Inc. 0.59%
  • Curtiss-Wright Corp. 0.58%
  • nVent Electric plc 0.53%
  • Okta, Inc. 0.52%
  • XPO, Inc. 0.51%
  • US Foods Holding Corp. 0.48%
  • Tenet Healthcare Corp. 0.47%
  • Woodward, Inc. 0.46%

Percentages are holdings overlap with the named fund.

Open AVMV or BBMC 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.