BBMCvsSCHMETF Comparison
VS
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. BBMC's top 3 sector exposures are Finance, Industrials and Technology. In contrast, SCHM's top sector exposures are Finance, Technology and Industrials. BBMC is more expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.03% for SCHM. BBMC is up 17.11% year-to-date (YTD) with -$41M in YTD flows. SCHM performs better with 17.49% YTD performance, and +$329M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
BBMC vs SCHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC SCHM | -3.52%-2.38% | +0.50%-1.09% | +17.11%+17.49% | +18.68%+18.18% | +65.11%+56.48% | +46.96%+43.84% |
| Flows | BBMC SCHM | +$21M+$37M | -$19M+$213M | -$41M+$329M | -$224M+$311M | -$388M+$8M | -$222M+$1.06B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC SCHM | +13.09%+16.35% | +16.56%+16.78% | +18.74%+18.15% | +20.72%+19.84% |
| Max drawdown | BBMC SCHM | -5.26%-7.29% | -9.60%-9.30% | -24.17%-23.35% | -30.03%-26.40% |
| Max drawdown duration | BBMC SCHM | 26d73d | 46d46d | 275d283d | 1045d855d |
Trading data
BBMC | SCHM | |
Last sale 9/11/2026 at 1:30 PM | $35.13 | |
| Previous close 09/10/2026 | $34.89 | |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
BBMC | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
BBMC | SCHM | |
|---|---|---|
| Last price | – | $35.13 |
| 1D performance | – | +0.69% |
| AuM | $2.06 B | $14.73 B |
| E/R | 0.07% | 0.03% |
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 | 456 | 493 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | January 13, 2011 |
| ESG | No | No |
Advertisement
Exposure
Countries
BBMC
USA
95.88%
Other
4.12%
SCHM
USA
96.44%
Other
3.56%
Sectors
BBMC
Finance
20.9%
Industrials
17.33%
Technology
13.24%
Healthcare
12.92%
Non-Energy Materi.
10.02%
Consumer Cyclical.
7.27%
Other
18.31%
SCHM
Finance
19.92%
Technology
17.63%
Industrials
17.2%
Healthcare
11.95%
Non-Energy Materi.
9.41%
Other
23.88%
Advertisement
Diversification
BBMC
Total weight of top 15 holdings out of 15
9.06%
SCHM
Total weight of top 15 holdings out of 15
13.68%
Top 15 holdings
Data as of July 31, 2026
BBMC
Natera, Inc.
0.76%
Revolution Medicines, Inc.
0.75%
Casey's General Stores, Inc.
0.68%
Tapestry, Inc.
0.64%
Carpenter Technology Corp.
0.62%
TechnipFMC plc
0.61%
Qnity Electronics, Inc.
0.60%
Williams-Sonoma, Inc.
0.60%
Curtiss-Wright Corp.
0.59%
ATI, Inc.
0.56%
Reddit, Inc.
0.54%
Woodward, Inc.
0.54%
XPO, Inc.
0.53%
nVent Electric Plc
0.52%
Okta, Inc.
0.50%
SCHM
Sandisk Corp.
3.58%
Lumentum Holdings, Inc.
1.04%
Coherent Corp.
1.01%
Ciena Corp.
1.01%
Bloom Energy Corp.
0.94%
Flex Ltd.
0.81%
Revolution Medicines, Inc.
0.71%
Steel Dynamics, Inc.
0.64%
Casey's General Stores, Inc.
0.60%
Centene Corp.
0.58%
TechnipFMC plc
0.57%
Tapestry, Inc.
0.57%
Twilio, Inc.
0.56%
Carpenter Technology Corp.
0.54%
Curtiss-Wright Corp.
0.52%
Frequently asked questions about BBMC and SCHM
How have the BBMC and SCHM ETFs performed in 2026?
As of September 11, 2026, BBMC is up 17.11% year-to-date (YTD), while SCHM has returned 17.49%. 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 -$41M in flows, compared to +$329M for SCHM.
Which ETF is more volatile: BBMC or SCHM?
Over the past year, BBMC had a volatility of 16.56%, while SCHM experienced 16.78%.
Which ETF is bigger: BBMC or SCHM?
As of September 11, 2026, BBMC holds $2.06 B in assets under management (AUM), while SCHM manages $14.73 B.
What sectors do the BBMC and SCHM ETFs invest in?
BBMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, SCHM focuses on Finance, Technology and Industrials.
What are the top holdings of the BBMC ETF and SCHM ETF?
BBMC top holdings include Natera, Inc., Revolution Medicines, Inc. and Casey's General Stores, Inc.. SCHM holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Coherent Corp..
Which ETF is more diversified: BBMC or SCHM?
BBMC holds 462 securities with 9.06% of its assets in the top 15. SCHM has 493 securities and a top 15 weight of 13.68%.
Advertisement
Advertisement
