BBMC vs IVV
BBMC vs IVV
JPMorgan BetaBuilders US Mid Cap Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BBMC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BBMC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $2.1B | $865.2B | |
| Dividend Yield | 1.31% | 1.09% | |
| Holdings | 560 | 508 | |
| YTD Return | +16.42% | +11.54% | |
| 1Y Return | +27.78% | +21.48% | |
| 3Y Return (annualized) | +17.38% | +20.86% | |
| 5Y Return (annualized) | +8.52% | +13.02% | |
| Volatility (annualized) | 18.6% | 15.1% | |
| Max Drawdown | -30.1% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 14, 2020 | May 15, 2000 |
BBMC vs IVV Performance
JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBMC returned +27.78% while IVV returned +21.48%. Year to date, BBMC is up 16.42% versus a gain of 11.54% for IVV.
Over three years, BBMC compounded at +17.38% per year against +20.86% for IVV; over five years the annualized figures are +8.52% and +13.02% respectively. Across the full 6-year window we track, BBMC has the edge at +17.35% annualized vs +6.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBMC has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.1% for BBMC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBMC charges 0.07% per year while IVV charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, BBMC currently yields 1.31% against 1.09% for IVV.
Holdings Overlap
BBMC and IVV share 75 holdings out of 886 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBMC | Weight in IVV | Difference |
|---|---|---|---|
| PR | 0.35% | 0.62% | 0.27% |
| CASY | 0.70% | 0.05% | 0.65% |
| Q | 0.63% | 0.04% | 0.59% |
| TPR | Pro | Pro | Pro |
| WSM | Pro | Pro | Pro |
| CHRW | Pro | Pro | Pro |
| MRNA | Pro | Pro | Pro |
| VTRS | Pro | Pro | Pro |
| CF | Pro | Pro | Pro |
| BBY | Pro | Pro | Pro |
See all 10 holdings BBMC shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BBMC or IVV?
BBMC has an expense ratio of 0.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, BBMC or IVV?
Over the past year BBMC returned +27.78% vs +21.48% for IVV, so BBMC leads on 1-year performance. Over the longest common window we track (6 years), BBMC annualized +17.35% vs +6.97% for IVV. Past performance does not guarantee future results.
Which is riskier, BBMC or IVV?
BBMC has been the more volatile fund at 18.6% annualized versus 15.1% for IVV. Worst drawdown: BBMC -30.1% vs IVV -56.5%.
Should I hold both BBMC and IVV?
BBMC and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBMC and IVV?
BBMC and IVV share 75 common holdings with a 1.8% weight overlap. Combined, they hold 886 unique securities.
Which pays a higher dividend, BBMC or IVV?
BBMC yields 1.31% while IVV yields 1.09%, so BBMC currently pays the higher dividend yield.
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