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BBMCvsIQSMETF Comparison

ETF 1

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

-0.06%

Full BBMC fund page

VS

ETF 2

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

-0.06%

Full IQSM fund page

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. BBMC's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, IQSM's top sector exposures are Industrials, Information Technology and Health Care. BBMC is less expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.16% for IQSM. BBMC is up 11.6% year-to-date (YTD) with +$51M in YTD flows. IQSM performs worse with 5.85% YTD performance, and +$90M in YTD flows. Run a side-by-side ETF comparison of BBMC and IQSM 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 IQSM performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BBMC IQSM	+8.41%+8.46%	+5.90%+1.37%	+11.60%+5.85%	+35.65%+24.04%	+65.55%+41.71%	+42.04%n/a
Flows	BBMC IQSM	+$33M+$16M	-$9M+$74M	+$51M+$90M	-$215M+$68M	-$376M+$249M	-$220M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BBMC IQSM	+19.63%+18.43%	+16.68%+15.49%	+18.76%+17.45%	+20.71%n/a
Max drawdown	BBMC IQSM	-9.60%-8.92%	-9.60%-8.92%	-24.17%-23.67%	-30.03%n/a
Max drawdown duration	BBMC IQSM	46d49d	46d49d	275d379d	1045dn/a

Trading data

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	BBMC	IQSM
Last sale 5/1/2026 at 1:30 PM		$37.18
Previous close 04/29/2026		$37.19
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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	BBMC	IQSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	BBMC	IQSM
Last price	–	$37.18
1D performance	–	-0.02%
AuM	$2.06 B	$309.99 M
E/R	0.07%	0.16%

Characteristics

	BBMC	IQSM
Management strategy	Passive	Passive
Provider	J.P. Morgan Asset Management	New York Life Investments
Benchmark	Morningstar US Mid Cap Target Market Exposure Extended Index	NYLI Candriam U.S. Mid Cap Equity Index
N° of holdings	506	221
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	April 14, 2020	October 25, 2022
ESG	No	Yes

More BBMC data on Trackinsight

More IQSM data on Trackinsight

Exposure

Countries

BBMC

USA

94.48%

Other

5.52%

IQSM

USA

87.19%

Other

12.81%

Sectors

BBMC

Industrials

18.71%

Information Techn.

12.4%

Financials

11.64%

Consumer Discreti.

11.42%

Health Care

10.51%

Other

35.32%

IQSM

Industrials

19.3%

Information Techn.

14.71%

Health Care

13.53%

Financials

12.44%

Consumer Discreti.

9.5%

Real Estate

8.8%

Other

21.73%

Diversification

BBMC

Total weight of top 15 holdings out of 15

11.27%

IQSM

Total weight of top 15 holdings out of 15

13.8%

Top 15 holdings

Data as of March 31, 2026

BBMC

US80004C2008

1.93%

CIENA

1.28%

LUMENTUM HOLDINGS

1.12%

US19247G1076

0.96%

TAPESTRY INC

0.65%

TECHNIPFMC PLC

0.61%

JABIL CIRCUIT

0.58%

CASEYS GENERAL STORES

0.58%

NATERA

0.55%

CURTISS WRIGHT

0.55%

US74743L1008

0.52%

XPO LOGISTICS

0.50%

CF INDUSTRIES HOLDINGS

0.48%

ALBEMARLE

0.47%

WILLIAMS SONOMA

0.47%

IQSM

TECHNIPFMC PLC

1.28%

UTD THERAPEUT

1.17%

XPO LOGISTICS

1.03%

ALBEMARLE

0.96%

MICHAEL STORES

0.95%

FABRINET

0.92%

BURLINGTON STORES

0.91%

US FOODS HOLDING CORP

0.89%

NVENT ELECTRIC PLC

0.87%

CH ROBINSON WW

0.85%

MODERNA INC

0.81%

TWILIO

0.79%

REVOLUTION MEDICINES INC

0.79%

ALCOA CORP

0.78%

YUM CHINA HOLDINGS

0.78%

Frequently asked questions about BBMC and IQSM

How have the BBMC and IQSM ETFs performed in 2026?

As of May 1, 2026, BBMC is up 11.6% year-to-date (YTD), while IQSM has returned 5.85%. That puts BBMC better performer ahead so far this year.

Which ETF is attracting more investor money: BBMC or IQSM?

Year-to-date, the BBMC ETF saw +$51M in flows, compared to +$90M for IQSM.

Which ETF is more volatile: BBMC or IQSM?

Over the past year, BBMC had a volatility of 16.68%, while IQSM experienced 15.49%.

Which ETF is bigger: BBMC or IQSM?

As of May 1, 2026, BBMC holds $2.06 B in assets under management (AUM), while IQSM manages $309.99 M.

What sectors do the BBMC and IQSM ETFs invest in?

BBMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

BBMCvsIQSMETF Comparison

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

NYLI Candriam U.S. Mid Cap Equity ETF

BBMC vs IQSM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the BBMC and IQSM ETFs performed in 2026?

As of May 1, 2026, BBMC is up 11.6% year-to-date (YTD), while IQSM has returned 5.85%. That puts BBMC better performer ahead so far this year.

Which ETF is attracting more investor money: BBMC or IQSM?

Year-to-date, the BBMC ETF saw +$51M in flows, compared to +$90M for IQSM.

Which ETF is more volatile: BBMC or IQSM?

Over the past year, BBMC had a volatility of 16.68%, while IQSM experienced 15.49%.

Which ETF is bigger: BBMC or IQSM?

As of May 1, 2026, BBMC holds $2.06 B in assets under management (AUM), while IQSM manages $309.99 M.

What sectors do the BBMC and IQSM ETFs invest in?

BBMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the BBMC ETF and IQSM ETF?

BBMC top holdings include US80004C2008, CIENA and LUMENTUM HOLDINGS. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

Which ETF is more diversified: BBMC or IQSM?

BBMC holds 558 securities with 11.27% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 13.8%.

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