ETF comparison

BBSC vs IWO

Both US Small Cap.

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · iShares Russell 2000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
46.4 %

416 positions appear in both funds. Buying equal dollars of BBSC and IWO would leave roughly 46.4% of each dollar exposed to the same underlying securities.

BBSC only 53.4% Shared 46.4% IWO only 67.1%
In BBSC only
316 positions
Shared
416 positions
In IWO only
688 positions

Side by side

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan · US Small Cap

82 composite / 100
Expense ratio
0.090%
Net assets
$744.3M
TTM yield
1.00%
Top-10 conc.
5.9%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

86 composite / 100
Expense ratio
0.24%
Net assets
$15.43B
TTM yield
0.43%
Top-10 conc.
22.9%

Sub-score comparison

91
Cost
76
89
Tax efficiency
90
51
Liquidity
100
100
Concentration
82
Tracking quality
BBSC sub-score IWO

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

Cost difference

BBSC is 15 bps cheaper than IWO. On a $100,000 position that's about $150/yr more in fees for IWO.

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 BBSC vs IWO.

Top shared holdings

416 shared in total
# Holding In BBSC In IWO Overlap
1 SiTime Corp. 0.63% 0.52% 0.52%
2 Viavi Solutions, Inc. 0.57% 0.51% 0.51%
3 Planet Labs PBC 0.52% 0.51% 0.51%
4 Primoris Services Corp. 0.51% 0.49% 0.49%
5 Semtech Corp. 0.51% 0.48% 0.48%
6 Arrowhead Pharmaceuticals, Inc. 0.46% 0.57% 0.46%
7 Argan, Inc. 0.46% 0.49% 0.46%
8 Moog, Inc. 0.45% 0.55% 0.45%
9 ESCO Technologies, Inc. 0.41% 0.49% 0.41%
10 StoneX Group, Inc. 0.38% 0.40% 0.38%
11 FormFactor, Inc. 0.56% 0.38% 0.38%
12 DigitalOcean Holdings, Inc. 0.38% 0.44% 0.38%

Only in BBSC

316 total
  • JPMorgan U.S. Government Money Market Fund 0.83%
  • TTM Technologies, Inc. 0.79%
  • Everus Construction Group, Inc. 0.40%
  • Viasat, Inc. 0.36%
  • UL Solutions, Inc. 0.35%
  • SM Energy Co. 0.35%
  • Noble Corp. plc 0.34%
  • Valaris Ltd. 0.33%
  • Riot Platforms, Inc. 0.31%
  • Transocean Ltd. 0.31%

Only in IWO

688 total
  • BlackRock Funds III 13.68%
  • Bloom Energy Corp. 1.99%
  • Fabrinet 1.26%
  • Credo Technology Group Holding Ltd. 1.02%
  • Nextpower, Inc. 0.94%
  • Kratos Defense & Security Solutions, Inc. 0.86%
  • Advanced Energy Industries, Inc. 0.82%
  • Sterling Infrastructure, Inc. 0.81%
  • Bridgebio Pharma, Inc. 0.79%
  • Guardant Health, Inc. 0.77%

Open BBSC or IWO 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.