BBMCvsCVMCETF Comparison
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. BBMC is less expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.15% for CVMC. BBMC is up 17.11% year-to-date (YTD) with -$41M in YTD flows. CVMC performs better with 17.97% YTD performance, and +$8M in YTD flows. Run a side-by-side ETF comparison of BBMC and CVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BBMC vs CVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC CVMC | -3.52%-3.69% | +0.50%+2.43% | +17.11%+17.97% | +18.68%+18.83% | +65.11%+57.48% | +46.96%n/a |
| Flows | BBMC CVMC | +$21M+$8M | -$19M+$8M | -$41M+$8M | -$224M+$15M | -$388M+$56M | -$222M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC CVMC | +13.09%+11.52% | +16.56%+14.35% | +18.74%+16.10% | +20.72%n/a |
| Max drawdown | BBMC CVMC | -5.26%-5.59% | -9.60%-9.34% | -24.17%-21.43% | -30.03%n/a |
| Max drawdown duration | BBMC CVMC | 26d29d | 46d49d | 275d269d | 1045dn/a |
Trading data
BBMC | CVMC | |
Last sale 9/11/2026 at 1:30 PM | $75.22 | |
| Previous close 09/10/2026 | $74.50 | |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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BBMC | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
BBMC | CVMC | |
|---|---|---|
| Last price | – | $75.22 |
| 1D performance | – | +0.97% |
| AuM | $2.06 B | $109.03 M |
| E/R | 0.07% | 0.15% |
Characteristics
BBMC | CVMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | Morgan Stanley |
| Benchmark | Morningstar US Mid Cap Target Market Exposure Extended Index | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 456 | 593 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | February 1, 2023 |
| ESG | No | Yes |
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Exposure
Countries
BBMC
USA
95.88%
Other
4.12%
CVMC
USA
96.88%
Other
3.12%
Sectors
BBMC
Finance
20.9%
Industrials
17.33%
Technology
13.24%
Healthcare
12.92%
Non-Energy Materi.
10.02%
Consumer Cyclical.
7.27%
Other
18.31%
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
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Diversification
BBMC
Total weight of top 15 holdings out of 15
9.06%
CVMC
Total weight of top 15 holdings out of 15
7.89%
Top 15 holdings
Data as of July 31, 2026
BBMC
Natera, Inc.
0.76%
Revolution Medicines, Inc.
0.75%
Casey's General Stores, Inc.
0.68%
Tapestry, Inc.
0.64%
Carpenter Technology Corp.
0.62%
TechnipFMC plc
0.61%
Qnity Electronics, Inc.
0.60%
Williams-Sonoma, Inc.
0.60%
Curtiss-Wright Corp.
0.59%
ATI, Inc.
0.56%
Reddit, Inc.
0.54%
Woodward, Inc.
0.54%
XPO, Inc.
0.53%
nVent Electric Plc
0.52%
Okta, Inc.
0.50%
CVMC
PACCAR, Inc.
0.60%
Target Corp.
0.56%
Arthur J. Gallagher & Co.
0.56%
Hewlett Packard Enterprise Co.
0.56%
Dominion Energy, Inc.
0.53%
W.W. Grainger, Inc.
0.52%
Realty Income Corp.
0.52%
Aflac, Inc.
0.52%
Nucor Corp.
0.51%
Sempra
0.51%
Delta Air Lines, Inc.
0.51%
Teradyne, Inc.
0.50%
Public Storage
0.50%
AMETEK, Inc.
0.49%
Rockwell Automation, Inc.
0.48%
Frequently asked questions about BBMC and CVMC
How have the BBMC and CVMC ETFs performed in 2026?
As of September 11, 2026, BBMC is up 17.11% year-to-date (YTD), while CVMC has returned 17.97%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: BBMC or CVMC?
Year-to-date, the BBMC ETF saw -$41M in flows, compared to +$8M for CVMC.
Which ETF is more volatile: BBMC or CVMC?
Over the past year, BBMC had a volatility of 16.56%, while CVMC experienced 14.35%.
Which ETF is bigger: BBMC or CVMC?
As of September 11, 2026, BBMC holds $2.06 B in assets under management (AUM), while CVMC manages $109.03 M.
What sectors do the BBMC and CVMC ETFs invest in?
BBMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, CVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the BBMC ETF and CVMC ETF?
BBMC top holdings include Natera, Inc., Revolution Medicines, Inc. and Casey's General Stores, Inc.. CVMC holds in its top three: PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co..
Which ETF is more diversified: BBMC or CVMC?
BBMC holds 462 securities with 9.06% of its assets in the top 15. CVMC has 593 securities and a top 15 weight of 7.89%.
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