BBMCvsIWRETF Comparison
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. BBMC's top 3 sector exposures are Finance, Industrials and Technology. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. BBMC is less expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.18% for IWR. BBMC is up 16.31% year-to-date (YTD) with +$26M in YTD flows. IWR performs worse with 15.62% YTD performance, and +$4.27B in YTD flows. Run a side-by-side ETF comparison of BBMC and IWR 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 IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC IWR | +1.51%+2.76% | -1.52%+0.03% | +16.31%+15.62% | +17.72%+15.65% | +81.53%+76.03% | +40.47%+42.62% |
| Flows | BBMC IWR | +$67M+$1.05B | +$100M+$1.43B | +$26M+$4.27B | -$173M+$5.54B | -$238M+$11.77B | -$159M+$13.61B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC IWR | +13.00%+11.30% | +16.15%+13.42% | +18.52%+15.73% | +20.64%+18.22% |
| Max drawdown | BBMC IWR | -7.16%-6.83% | -9.60%-8.16% | -24.17%-21.08% | -30.03%-26.20% |
| Max drawdown duration | BBMC IWR | 73d73d | 46d49d | 275d239d | 1045d854d |
Trading data
BBMC | IWR | |
Last sale 10/29/2026 at 3:56 PM | $111.35 | |
| Previous close 10/28/2026 | $110.42 | |
| Consolidated volume 10/28/2026 | ||
| 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 | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 3:56 PM
Live
Closed
BBMC | IWR | |
|---|---|---|
| Last price | – | $111.35 |
| 1D performance | – | +0.84% |
| AuM | $2.11 B | $57.78 B |
| E/R | 0.07% | 0.18% |
Characteristics
BBMC | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | Morningstar US Mid Cap Target Market Exposure Extended Index | Russell Midcap Index |
| N° of holdings | 454 | 808 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
BBMC
USA
96.01%
Other
3.99%
IWR
USA
96.24%
Other
3.76%
Sectors
BBMC
Finance
20.36%
Industrials
16.13%
Technology
14.36%
Healthcare
14.16%
Non-Energy Materi.
10.22%
Other
24.77%
IWR
Finance
21.61%
Technology
16.34%
Industrials
13.72%
Healthcare
11.84%
Other
36.48%
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Diversification
BBMC
Total weight of top 15 holdings out of 15
9.69%
IWR
Total weight of top 15 holdings out of 15
8.43%
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%
IWR
Snowflake, Inc.
0.80%
Marathon Petroleum Corp.
0.79%
Phillips 66
0.71%
Cloudflare, Inc.
0.69%
Robinhood Markets, Inc.
0.58%
Datadog, Inc.
0.56%
Hewlett Packard Enterprise Co.
0.50%
Warner Bros. Discovery, Inc.
0.49%
Simon Property Group, Inc.
0.49%
Royal Caribbean Group
0.49%
Digital Realty Trust, Inc.
0.48%
The Allstate Corp.
0.47%
Lumentum Holdings, Inc.
0.47%
United Rentals, Inc.
0.47%
Baker Hughes Co.
0.45%
Frequently asked questions about BBMC and IWR
How have the BBMC and IWR ETFs performed in 2026?
As of October 28, 2026, BBMC is up 16.31% year-to-date (YTD), while IWR has returned 15.62%. That puts BBMC better performer ahead so far this year.
Which ETF is attracting more investor money: BBMC or IWR?
Year-to-date, the BBMC ETF saw +$26M in flows, compared to +$4.27B for IWR.
Which ETF is more volatile: BBMC or IWR?
Over the past year, BBMC had a volatility of 16.15%, while IWR experienced 13.42%.
Which ETF is bigger: BBMC or IWR?
As of October 28, 2026, BBMC holds $2.11 B in assets under management (AUM), while IWR manages $57.78 B.
What sectors do the BBMC and IWR ETFs invest in?
BBMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the BBMC ETF and IWR ETF?
BBMC top holdings include Moderna, Inc., Natera, Inc. and Revolution Medicines, Inc.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Phillips 66.
Which ETF is more diversified: BBMC or IWR?
BBMC holds 459 securities with 9.69% of its assets in the top 15. IWR has 818 securities and a top 15 weight of 8.43%.
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