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ETF comparison

BBMC vs IVOO

Both US Mid Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
58.6 %

268 positions appear in both funds. Buying equal dollars of BBMC and IVOO would leave roughly 58.6% of each dollar exposed to the same underlying securities.

BBMC unmatched 40.4% Shared 58.6% IVOO unmatched 41.2%

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 BBMC only
194 positions
Shared
268 positions
In IVOO only
132 positions

Side by side

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%
IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard · US Mid Cap

92 composite / 100
Expense ratio
0.070%
Net assets
$5.81B
whole fund, 2 share classes
TTM yield
1.19%
Top-10 conc.
7.8%

Sub-score comparison

93
Cost
93
88
Tax efficiency
88
71
Liquidity
90
100
Concentration
100
—
Tracking quality
—
BBMC sub-score IVOO

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

Cost difference

Expense ratios are effectively identical (0.070% vs 0.070%).

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 BBMC vs IVOO.

Top shared holdings

268 shared in total
# Holding In BBMC In IVOO Overlap
1 TechnipFMC plc 0.58% 0.87% 0.58%
2 Curtiss-Wright Corp. 0.58% 0.60% 0.58%
3 Carpenter Technology Corp. 0.55% 0.66% 0.55%
4 ATI, Inc. 0.54% 0.78% 0.54%
5 nVent Electric plc 0.53% 0.68% 0.53%
6 Okta, Inc. 0.52% 0.81% 0.52%
7 XPO, Inc. 0.51% 0.64% 0.51%
8 US Foods Holding Corp. 0.48% 0.65% 0.48%
9 Tenet Healthcare Corp. 0.47% 0.64% 0.47%
10 Woodward, Inc. 0.46% 0.57% 0.46%
11 Reliance, Inc. 0.45% 0.55% 0.45%
12 MKS, Inc. 0.43% 0.49% 0.43%

Only in BBMC

194 total
  • Natera, Inc. 0.79%
  • Revolution Medicines, Inc. 0.75%
  • Casey's General Stores, Inc. 0.70%
  • Tapestry, Inc. 0.66%
  • Qnity Electronics, Inc. 0.59%
  • Williams-Sonoma, Inc. 0.58%
  • Guardant Health, Inc. 0.45%
  • Affirm Holdings, Inc. 0.44%
  • FTAI Aviation Ltd. 0.43%
  • Viatris, Inc. 0.43%

Only in IVOO

132 total
  • Twilio Inc 1.00%
  • Illumina Inc 0.91%
  • Everpure Inc 0.82%
  • Entegris Inc 0.58%
  • East West Bancorp Inc 0.49%
  • Annaly Capital Management Inc 0.47%
  • Burlington Stores Inc 0.46%
  • RB Global Inc 0.44%
  • WP Carey Inc 0.44%
  • Sun Communities Inc 0.39%

Percentages are holdings overlap with the named fund.

Open BBMC or IVOO 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.