BBMCvsSCHMETF Comparison
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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Schwab U.S. Mid-Cap ETF (SCHM) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. BBMC is more expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.04% for SCHM. BBMC is up 11.12% year-to-date (YTD) with +$24M in YTD flows. SCHM performs better with 12.53% YTD performance, and +$337M in YTD flows. Run a side-by-side ETF comparison of BBMC and SCHM 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 SCHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC SCHM | +11.36%+11.27% | +4.66%+5.71% | +11.12%+12.53% | +35.69%+34.22% | +66.44%+58.70% | +39.16%+38.25% |
| Flows | BBMC SCHM | +$7M+$115M | +$30M+$348M | +$24M+$337M | -$217M+$174M | -$402M+$54M | -$249M+$1.36B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC SCHM | +19.26%+18.91% | +16.54%+15.94% | +18.74%+17.82% | +20.69%+19.64% |
| Max drawdown | BBMC SCHM | -9.60%-9.30% | -9.60%-9.30% | -24.17%-23.35% | -30.03%-26.40% |
| Max drawdown duration | BBMC SCHM | 46d46d | 46d46d | 275d283d | 1045d855d |
Trading data
BBMC | SCHM | |
Last sale 4/27/2026 at 1:30 PM | $33.74 | |
| Previous close 04/27/2026 | $33.67 | |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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BBMC | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
BBMC | SCHM | |
|---|---|---|
| Last price | – | $33.74 |
| 1D performance | – | +0.21% |
| AuM | $2.03 B | $14.17 B |
| E/R | 0.07% | 0.04% |
Characteristics
BBMC | SCHM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | J.P. Morgan Asset Management | Schwab ETFs |
| Benchmark | Morningstar US Mid Cap Target Market Exposure Extended Index | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| N° of holdings | 506 | 449 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | January 13, 2011 |
| ESG | No | No |
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Exposure
Countries
BBMC
USA
94.48%
Other
5.52%
SCHM
USA
92.55%
Other
7.45%
Sectors
BBMC
Industrials
18.71%
Information Techn.
12.4%
Financials
11.64%
Consumer Discreti.
11.42%
Health Care
10.51%
Other
35.32%
SCHM
Industrials
19.21%
Information Techn.
12.27%
Financials
11.23%
Health Care
10.71%
Consumer Discreti.
9.95%
Materials
7.16%
Other
29.48%
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Diversification
BBMC
Total weight of top 15 holdings out of 15
11.27%
SCHM
Total weight of top 15 holdings out of 15
11.32%
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%
SCHM
US80004C2008
1.92%
CIENA
1.16%
LUMENTUM HOLDINGS
1.05%
US19247G1076
0.98%
BLOOM ENERGY CORP
0.74%
TEXAS PACIFIC LAND CORP
0.62%
TECHNIPFMC PLC
0.61%
TAPESTRY INC
0.61%
CASEYS GENERAL STORES
0.57%
CURTISS WRIGHT
0.53%
KYG3730V1059
0.52%
FLEX LTD
0.51%
OMNICOM
0.51%
STEEL DYNAMICS
0.51%
UTD THERAPEUT
0.49%
Frequently asked questions about BBMC and SCHM
How have the BBMC and SCHM ETFs performed in 2026?
As of April 27, 2026, BBMC is up 11.12% year-to-date (YTD), while SCHM has returned 12.53%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: BBMC or SCHM?
Year-to-date, the BBMC ETF saw +$24M in flows, compared to +$337M for SCHM.
Which ETF is more volatile: BBMC or SCHM?
Over the past year, BBMC had a volatility of 16.54%, while SCHM experienced 15.94%.
Which ETF is bigger: BBMC or SCHM?
As of April 27, 2026, BBMC holds $2.03 B in assets under management (AUM), while SCHM manages $14.17 B.
What sectors do the BBMC and SCHM ETFs invest in?
BBMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SCHM focuses on Industrials, Information Technology and Financials.
What are the top holdings of the BBMC ETF and SCHM ETF?
BBMC top holdings include US80004C2008, CIENA and LUMENTUM HOLDINGS. SCHM holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.
Which ETF is more diversified: BBMC or SCHM?
BBMC holds 558 securities with 11.27% of its assets in the top 15. SCHM has 497 securities and a top 15 weight of 11.32%.
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