BBMCvsIQSMETF Comparison
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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 Finance, Industrials and Technology. In contrast, IQSM's top sector exposures are Finance, Technology and Industrials. BBMC is less expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.16% for IQSM. BBMC is up 18.11% year-to-date (YTD) with -$74M in YTD flows. IQSM performs worse with 14.42% YTD performance, and +$88M 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
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC IQSM | -1.26%-0.32% | +7.73%+7.45% | +18.11%+14.42% | +25.96%+19.22% | +59.03%+39.42% | +50.94%n/a |
| Flows | BBMC IQSM | -$51M-$2M | -$98M-$2M | -$74M+$88M | -$310M+$67M | -$433M+$116M | -$240M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC IQSM | +15.96%+13.68% | +16.66%+15.04% | +18.73%+17.35% | +20.68%n/a |
| Max drawdown | BBMC IQSM | -4.14%-3.38% | -9.60%-8.92% | -24.17%-23.67% | -30.03%n/a |
| Max drawdown duration | BBMC IQSM | 16d19d | 46d49d | 275d379d | 1045dn/a |
Trading data
BBMC | IQSM | |
Last sale 7/29/2026 at 1:30 PM | $38.95 | |
| Previous close 07/28/2026 | $39.46 | |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 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 | ||
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Main metrics
Last update 7/29/2026 at 1:30 PM
Live
Closed
BBMC | IQSM | |
|---|---|---|
| Last price | – | $38.95 |
| 1D performance | – | -1.31% |
| AuM | $2.05 B | $332.27 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 | 460 | 247 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | October 25, 2022 |
| ESG | No | Yes |
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Exposure
Countries
BBMC
USA
95.76%
Other
4.24%
IQSM
USA
93.58%
Other
6.42%
Sectors
BBMC
Finance
19.71%
Industrials
18.76%
Technology
13.85%
Healthcare
12.37%
Non-Energy Materi.
10.46%
Consumer Cyclical.
7.17%
Other
17.69%
IQSM
Finance
21.9%
Technology
18.55%
Industrials
18.07%
Healthcare
14.87%
Non-Energy Materi.
8.31%
Other
18.3%
Diversification
BBMC
Total weight of top 15 holdings out of 15
9.31%
IQSM
Total weight of top 15 holdings out of 15
13.54%
Top 15 holdings
Data as of June 30, 2026
BBMC
Natera, Inc.
0.76%
Qnity Electronics, Inc.
0.75%
Revolution Medicines, Inc.
0.70%
Carpenter Technology Corp.
0.63%
Tapestry, Inc.
0.63%
Casey's General Stores, Inc.
0.62%
Curtiss-Wright Corp.
0.60%
Williams-Sonoma, Inc.
0.60%
nVent Electric Plc
0.59%
MKS, Inc.
0.59%
MACOM Technology Solutions Holdings, Inc.
0.58%
Sterling Infrastructure, Inc.
0.57%
ATI, Inc.
0.57%
FTAI Aviation Ltd.
0.56%
Woodward, Inc.
0.55%
IQSM
Revolution Medicines, Inc.
1.28%
MKS, Inc.
1.10%
Twilio, Inc.
1.02%
nVent Electric Plc
1.00%
MACOM Technology Solutions Holdings, Inc.
0.93%
US Foods Holding Corp.
0.91%
Moderna, Inc.
0.88%
F5, Inc.
0.88%
Okta, Inc.
0.84%
C.H. Robinson Worldwide, Inc.
0.84%
Sterling Infrastructure, Inc.
0.82%
Burlington Stores, Inc.
0.77%
Lattice Semiconductor Corp.
0.77%
Onto Innovation, Inc.
0.75%
Guardant Health, Inc.
0.74%
Frequently asked questions about BBMC and IQSM
How have the BBMC and IQSM ETFs performed in 2026?
As of July 28, 2026, BBMC is up 18.11% year-to-date (YTD), while IQSM has returned 14.42%. 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 -$74M in flows, compared to +$88M for IQSM.
Which ETF is more volatile: BBMC or IQSM?
Over the past year, BBMC had a volatility of 16.66%, while IQSM experienced 15.04%.
Which ETF is bigger: BBMC or IQSM?
As of July 28, 2026, BBMC holds $2.05 B in assets under management (AUM), while IQSM manages $332.27 M.
What sectors do the BBMC and IQSM ETFs invest in?
BBMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, IQSM focuses on Finance, Technology and Industrials.
What are the top holdings of the BBMC ETF and IQSM ETF?
BBMC top holdings include Natera, Inc., Qnity Electronics, Inc. and Revolution Medicines, Inc.. IQSM holds in its top three: Revolution Medicines, Inc., MKS, Inc. and Twilio, Inc..
Which ETF is more diversified: BBMC or IQSM?
BBMC holds 466 securities with 9.31% of its assets in the top 15. IQSM has 249 securities and a top 15 weight of 13.54%.
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