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ETF comparison

BBMC vs SPMD

Both US Mid Cap.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.5 %

325 positions appear in both funds. Buying equal dollars of BBMC and SPMD would leave roughly 56.5% of each dollar exposed to the same underlying securities.

BBMC only 43.4% Shared 56.5% SPMD only 43.4%
In BBMC only
232 positions
Shared
325 positions
In SPMD only
76 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%
SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$18.39B
TTM yield
1.22%
Top-10 conc.
9.1%

Sub-score comparison

93
Cost
97
88
Tax efficiency
88
71
Liquidity
100
99
Concentration
100
—
Tracking quality
—
BBMC sub-score SPMD

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

Cost difference

SPMD is 4 bps cheaper than BBMC. On a $100,000 position that's about $40/yr more in fees for BBMC.

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 SPMD.

Top shared holdings

325 shared in total
# Holding In BBMC In SPMD Overlap
1 Casey's General Stores, Inc. 0.60% 0.84% 0.60%
2 TechnipFMC plc 0.58% 0.87% 0.58%
3 Curtiss-Wright Corp. 0.53% 0.79% 0.53%
4 XPO, Inc. 0.52% 0.71% 0.52%
5 Fabrinet 0.50% 0.58% 0.50%
6 MasTec, Inc. 0.48% 0.62% 0.48%
7 nVent Electric plc 0.46% 0.60% 0.46%
8 United Therapeutics Corp. 0.45% 0.80% 0.45%
9 Woodward, Inc. 0.43% 0.67% 0.43%
10 ATI, Inc. 0.42% 0.62% 0.42%
11 US Foods Holding Corp. 0.41% 0.64% 0.41%
12 Carpenter Technology Corp. 0.41% 0.61% 0.41%

Only in BBMC

232 total
  • Sandisk Corp. 3.06%
  • Ciena Corp. 1.49%
  • Lumentum Holdings, Inc. 1.28%
  • Coherent Corp. 1.13%
  • 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%

Only in SPMD

76 total
  • Flex Ltd 0.75%
  • Burlington Stores Inc 0.63%
  • Twilio Inc 0.60%
  • Illumina Inc 0.59%
  • Everpure Inc 0.58%
  • Entegris Inc 0.56%
  • RB Global Inc 0.56%
  • Annaly Capital Management Inc 0.48%
  • WP Carey Inc 0.47%
  • East West Bancorp Inc 0.46%

Open BBMC or SPMD at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.