ETF overview
BBMC is passively managed to track an index that targets mid-cap companies in the US equity market across various sectors. The index primarily considers stocks that fall between the 85th and 95th percentiles in market-cap of the US investible universe, although, large- and small-cap stocks may be included as well. The equity securities can include common stock, preferred stock, and REITs. As a part of the BetaBuilders suite, BBMC provides plain-vanilla exposure to mid-cap equities and can be used as a core holding or as a complement to BBUS and BBSC which covers the total market and small-cap segments of the US equity market respectively. The fund may invest up to 20% in futures to more closely track the index. The index is rebalanced quarterly.
Fund facts
- Expense ratio
- 0.07%
- Fund assets
- 2.11B USD (all share classes)
- Issuer
- JPMorgan
- Inception date
- Apr 14, 2020
- Number of holdings
- 461
Breakdown
Holdings (461)
| Name | Ticker | Weight |
|---|---|---|
| MODERNA INC COMMON STOCK | MRNA | 1.72% |
| NATERA INC COMMON STOCK | NTRA | 1.20% |
| REVOLUTION MEDICINES INC | RVMD | 0.80% |
| ATLASSIAN CORP COMMON | TEAM | 0.73% |
| OKTA INC COMMON STOCK | OKTA | 0.70% |
| WILLIAMS-SONOMA INC | WSM | 0.65% |
| JPMORGAN U.S. GOVERNMENT | 0.64% | |
| TECHNIPFMC PLC COMMON | FTI | 0.58% |
| CASEY'S GENERAL STORES | CASY | 0.57% |
| ATI INC COMMON STOCK USD | ATI | 0.55% |
| and 448 more | ||
Similar ETFs
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 78% · Expense ratio 0.03%
- BNY Mellon US Mid Cap Core Equity ETFBKMC · Overlap 70% · Expense ratio 0.04%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 58% · Expense ratio 0.05%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 58% · Expense ratio 0.23%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 58% · Expense ratio 0.03%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 58% · Expense ratio 0.07%
- Vanguard Morningstar Small-Cap ETFVB · Overlap 55% · Expense ratio 0.03%
- iShares Morningstar Small-Cap ETFISCB · Overlap 54% · Expense ratio 0.04%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
- Expense ratio
- 0.07%
- Fund assets
- 2.11B USD (all share classes)
- Issuer
- JPMorgan
- Inception date
- Apr 14, 2020
- Number of holdings
- 461
| Name | Ticker | Weight |
|---|---|---|
| MODERNA INC COMMON STOCK | MRNA | 1.72% |
| NATERA INC COMMON STOCK | NTRA | 1.20% |
| REVOLUTION MEDICINES INC | RVMD | 0.80% |
| ATLASSIAN CORP COMMON | TEAM | 0.73% |
| OKTA INC COMMON STOCK | OKTA | 0.70% |
| WILLIAMS-SONOMA INC | WSM | 0.65% |
| JPMORGAN U.S. GOVERNMENT | 0.64% | |
| TECHNIPFMC PLC COMMON | FTI | 0.58% |
| CASEY'S GENERAL STORES | CASY | 0.57% |
| ATI INC COMMON STOCK USD | ATI | 0.55% |
| and 448 more | ||
BBMC is passively managed to track an index that targets mid-cap companies in the US equity market across various sectors. The index primarily considers stocks that fall between the 85th and 95th percentiles in market-cap of the US investible universe, although, large- and small-cap stocks may be included as well. The equity securities can include common stock, preferred stock, and REITs. As a part of the BetaBuilders suite, BBMC provides plain-vanilla exposure to mid-cap equities and can be used as a core holding or as a complement to BBUS and BBSC which covers the total market and small-cap segments of the US equity market respectively. The fund may invest up to 20% in futures to more closely track the index. The index is rebalanced quarterly.
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 78% · Expense ratio 0.03%
- BNY Mellon US Mid Cap Core Equity ETFBKMC · Overlap 70% · Expense ratio 0.04%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 58% · Expense ratio 0.05%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 58% · Expense ratio 0.23%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 58% · Expense ratio 0.03%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 58% · Expense ratio 0.07%
- Vanguard Morningstar Small-Cap ETFVB · Overlap 55% · Expense ratio 0.03%
- iShares Morningstar Small-Cap ETFISCB · Overlap 54% · Expense ratio 0.04%
Overlap is the share of assets the two funds hold in common.
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