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BBMCvsIQSMETF Comparison
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, Financials and Information Technology. 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 1.43% year-to-date (YTD) with +$31M in YTD flows. IQSM performs better with 1.9% YTD performance, and +$61M 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.
BBMC vs IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC IQSM | -4.67%-4.41% | +0.14%+0.05% | +1.43%+1.90% | +21.62%+17.13% | +55.71%+39.89% | +31.33%n/a |
| Flows | BBMC IQSM | -$6M+$45M | -$146M+$60M | +$31M+$61M | -$240M+$44M | -$294M+$219M | -$282M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC IQSM | +16.16%+14.56% | +21.58%+20.37% | +18.72%+17.45% | +20.67%n/a |
| Max drawdown | BBMC IQSM | -7.05%-5.34% | -15.74%-15.27% | -24.17%-23.67% | -30.03%n/a |
| Max drawdown duration | BBMC IQSM | 14d13d | 46d46d | 275d379d | 1045dn/a |
BBMC | IQSM | |
Last sale 3/13/2026 at 1:30 PM | $107.89 | $34.49 |
| Previous close 03/12/2026 | $108.09 | $34.57 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BBMC | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BBMC | IQSM | |
|---|---|---|
| Last price | $107.89 | $34.49 |
| 1D performance | -0.18% | -0.25% |
| AuM | $1.86 B | $270.02 M |
| E/R | 0.07% | 0.16% |
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 | 512 | 219 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | October 25, 2022 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BBMC and IQSM ETFs performed in 2026?
As of March 12, 2026, BBMC is up 1.43% year-to-date (YTD), while IQSM has returned 1.9%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: BBMC or IQSM?
Year-to-date, the BBMC ETF saw +$31M in flows, compared to +$61M for IQSM.
Which ETF is more volatile: BBMC or IQSM?
Over the past year, BBMC had a volatility of 21.58%, while IQSM experienced 20.37%.
Which ETF is bigger: BBMC or IQSM?
As of March 12, 2026, BBMC holds $1.86 B in assets under management (AUM), while IQSM manages $270.02 M.
What sectors do the BBMC and IQSM ETFs invest in?
BBMC leans toward sectors like Industrials, Financials and Information Technology. 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 US19247G1076. IQSM holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC.
Which ETF is more diversified: BBMC or IQSM?
BBMC holds 564 securities with 8.87% of its assets in the top 15. IQSM has 225 securities and a top 15 weight of 13.06%.
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