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 16.09% year-to-date (YTD) with +$26M in YTD flows. CVMC performs better with 18.74% YTD performance, and +$16M 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 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC CVMC | +1.32%+2.50% | -1.39%-0.53% | +16.09%+18.74% | +16.58%+18.58% | +82.53%+77.36% | +42.82%n/a |
| Flows | BBMC CVMC | +$67M+$4M | +$100M+$15M | +$26M+$16M | -$173M+$25M | -$238M+$61M | -$159M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC CVMC | +13.01%+11.52% | +16.17%+14.19% | +18.53%+15.89% | +20.66%n/a |
| Max drawdown | BBMC CVMC | -7.16%-7.20% | -9.60%-9.34% | -24.17%-21.43% | -30.03%n/a |
| Max drawdown duration | BBMC CVMC | 72d75d | 46d49d | 275d269d | 1045dn/a |
Trading data
BBMC | CVMC | |
Last sale 10/27/2026 at 7:58 PM | $75.47 | |
| Previous close 10/27/2026 | $75.21 | |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 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 10/27/2026 at 7:58 PM
Live
Closed
BBMC | CVMC | |
|---|---|---|
| Last price | – | $75.47 |
| 1D performance | – | +0.34% |
| AuM | $2.11 B | $116.93 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 | 454 | 590 |
| 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
96.01%
Other
3.99%
CVMC
USA
96.89%
Other
3.11%
Sectors
BBMC
Finance
20.36%
Industrials
16.13%
Technology
14.36%
Healthcare
14.16%
Non-Energy Materi.
10.22%
Other
24.77%
CVMC
Finance
25.18%
Industrials
15.83%
Technology
15.31%
Healthcare
13.94%
Other
29.74%
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Diversification
BBMC
Total weight of top 15 holdings out of 15
9.69%
CVMC
Total weight of top 15 holdings out of 15
8.06%
Top 15 holdings
Data as of August 31, 2026
BBMC
Moderna, Inc.
1.07%
Natera, Inc.
0.98%
Revolution Medicines, Inc.
0.87%
Atlassian Corp.
0.62%
Okta, Inc.
0.62%
ATI, Inc.
0.61%
TechnipFMC plc
0.61%
Casey's General Stores, Inc.
0.60%
Williams-Sonoma, Inc.
0.59%
Qnity Electronics, Inc.
0.56%
nVent Electric Plc
0.53%
Tapestry, Inc.
0.53%
Carpenter Technology Corp.
0.51%
US Foods Holding Corp.
0.50%
Coeur Mining, Inc.
0.49%
CVMC
Morgan Stanley Instl. Liquidity Funds - Government Portfolio
0.78%
Target Corp.
0.62%
Hewlett Packard Enterprise Co.
0.60%
Arthur J. Gallagher & Co.
0.58%
PACCAR, Inc.
0.56%
Equity Residential
0.51%
Moderna, Inc.
0.51%
Dominion Energy, Inc.
0.50%
Realty Income Corp.
0.50%
Nucor Corp.
0.49%
W.W. Grainger, Inc.
0.49%
Autodesk, Inc.
0.49%
Fastenal Co.
0.48%
Becton, Dickinson & Co.
0.48%
Keysight Technologies, Inc.
0.47%
Frequently asked questions about BBMC and CVMC
How have the BBMC and CVMC ETFs performed in 2026?
As of October 27, 2026, BBMC is up 16.09% year-to-date (YTD), while CVMC has returned 18.74%. 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 +$26M in flows, compared to +$16M for CVMC.
Which ETF is more volatile: BBMC or CVMC?
Over the past year, BBMC had a volatility of 16.17%, while CVMC experienced 14.19%.
Which ETF is bigger: BBMC or CVMC?
As of October 27, 2026, BBMC holds $2.11 B in assets under management (AUM), while CVMC manages $116.93 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 Moderna, Inc., Natera, Inc. and Revolution Medicines, Inc.. CVMC holds in its top three: Morgan Stanley Instl. Liquidity Funds - Government Portfolio, Target Corp. and Hewlett Packard Enterprise Co..
Which ETF is more diversified: BBMC or CVMC?
BBMC holds 459 securities with 9.69% of its assets in the top 15. CVMC has 590 securities and a top 15 weight of 8.06%.
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