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
58.8 %

327 positions appear in both funds. Buying equal dollars of BBMC and IVOO would leave roughly 58.8% of each dollar exposed to the same underlying securities.

BBMC only 41.1% Shared 58.8% IVOO only 41.0%
In BBMC only
230 positions
Shared
327 positions
In IVOO only
75 positions

Side by side

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan · US Mid Cap

87 composite / 100
Expense ratio
0.070%
Net assets
$2.13B
TTM yield
1.13%
Top-10 conc.
10.9%
IVOO

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

Vanguard · US Mid Cap

92 composite / 100
Expense ratio
0.070%
Net assets
$5.86B
TTM yield
1.18%
Top-10 conc.
8.3%

Sub-score comparison

93
Cost
93
88
Tax efficiency
88
71
Liquidity
90
99
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

327 shared in total
# Holding In BBMC In IVOO Overlap
1 Lumentum Holdings, Inc. 1.28% 1.44% 1.28%
2 Coherent Corp. 1.13% 1.18% 1.13%
3 Casey's General Stores, Inc. 0.60% 0.74% 0.60%
4 TechnipFMC plc 0.58% 0.78% 0.58%
5 Curtiss-Wright Corp. 0.53% 0.75% 0.53%
6 XPO, Inc. 0.52% 0.72% 0.52%
7 Fabrinet 0.50% 0.57% 0.50%
8 MasTec, Inc. 0.48% 0.53% 0.48%
9 nVent Electric plc 0.46% 0.55% 0.46%
10 United Therapeutics Corp. 0.45% 0.63% 0.45%
11 Woodward, Inc. 0.43% 0.67% 0.43%
12 ATI, Inc. 0.42% 0.64% 0.42%

Only in BBMC

230 total
  • Sandisk Corp. 3.06%
  • Ciena Corp. 1.49%
  • JPMorgan U.S. Government Money Market Fund 0.96%
  • Jabil, Inc. 0.67%
  • Tapestry, Inc. 0.60%
  • Qnity Electronics, Inc. 0.59%
  • Natera, Inc. 0.56%
  • Revolution Medicines, Inc. 0.54%
  • Albemarle Corp. 0.46%
  • Williams-Sonoma, Inc. 0.43%

Only in IVOO

75 total
  • Flex Ltd 0.68%
  • Illumina Inc 0.60%
  • Entegris Inc 0.58%
  • Pure Storage Inc 0.58%
  • Burlington Stores Inc 0.55%
  • RB Global Inc 0.54%
  • Twilio Inc 0.53%
  • WP Carey Inc 0.47%
  • Annaly Capital Management Inc 0.46%
  • East West Bancorp Inc 0.44%

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.