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. BBMC's top 3 sector exposures are Finance, Industrials and Technology. In contrast, SCHM's top sector exposures are Technology, Finance and Industrials. BBMC is more expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.03% for SCHM. BBMC is up 18.11% year-to-date (YTD) with -$74M in YTD flows. SCHM performs worse with 16.48% YTD performance, and +$240M 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 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC SCHM | -1.26%-4.44% | +7.73%+4.87% | +18.11%+16.48% | +25.96%+21.67% | +59.03%+48.45% | +50.94%+44.57% |
| Flows | BBMC SCHM | -$51M+$65M | -$98M-$97M | -$74M+$240M | -$310M+$178M | -$433M-$38M | -$240M+$989M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC SCHM | +15.96%+17.65% | +16.66%+16.55% | +18.73%+18.03% | +20.68%+19.74% |
| Max drawdown | BBMC SCHM | -4.14%-5.62% | -9.60%-9.30% | -24.17%-23.35% | -30.03%-26.40% |
| Max drawdown duration | BBMC SCHM | 16d28d | 46d46d | 275d283d | 1045d855d |
Trading data
BBMC | SCHM | |
Last sale 7/29/2026 at 1:30 PM | $34.14 | |
| Previous close 07/28/2026 | $34.82 | |
| 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 | 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 7/29/2026 at 1:30 PM
Live
Closed
BBMC | SCHM | |
|---|---|---|
| Last price | – | $34.14 |
| 1D performance | – | -1.95% |
| AuM | $2.05 B | $14.52 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 | 460 | 495 |
| 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
95.76%
Other
4.24%
SCHM
USA
96.33%
Other
3.67%
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%
SCHM
Technology
20.21%
Finance
18.39%
Industrials
18.28%
Healthcare
11.01%
Non-Energy Materi.
9.31%
Other
22.8%
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Diversification
BBMC
Total weight of top 15 holdings out of 15
9.31%
SCHM
Total weight of top 15 holdings out of 15
16.66%
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%
SCHM
Sandisk Corp.
5.23%
Bloom Energy Corp.
1.58%
Coherent Corp.
1.43%
Ciena Corp.
1.21%
Lumentum Holdings, Inc.
1.20%
Flex Ltd.
1.03%
Revolution Medicines, Inc.
0.63%
Steel Dynamics, Inc.
0.60%
Tapestry, Inc.
0.56%
Centene Corp.
0.55%
Casey's General Stores, Inc.
0.55%
Carpenter Technology Corp.
0.53%
Twilio, Inc.
0.53%
Curtiss-Wright Corp.
0.52%
FTAI Aviation Ltd.
0.51%
Frequently asked questions about BBMC and SCHM
How have the BBMC and SCHM ETFs performed in 2026?
As of July 28, 2026, BBMC is up 18.11% year-to-date (YTD), while SCHM has returned 16.48%. That puts BBMC better performer ahead so far this year.
Which ETF is attracting more investor money: BBMC or SCHM?
Year-to-date, the BBMC ETF saw -$74M in flows, compared to +$240M for SCHM.
Which ETF is more volatile: BBMC or SCHM?
Over the past year, BBMC had a volatility of 16.66%, while SCHM experienced 16.55%.
Which ETF is bigger: BBMC or SCHM?
As of July 28, 2026, BBMC holds $2.05 B in assets under management (AUM), while SCHM manages $14.52 B.
What sectors do the BBMC and SCHM ETFs invest in?
BBMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, SCHM focuses on Technology, Finance and Industrials.
What are the top holdings of the BBMC ETF and SCHM ETF?
BBMC top holdings include Natera, Inc., Qnity Electronics, Inc. and Revolution Medicines, Inc.. SCHM holds in its top three: Sandisk Corp., Bloom Energy Corp. and Coherent Corp..
Which ETF is more diversified: BBMC or SCHM?
BBMC holds 466 securities with 9.31% of its assets in the top 15. SCHM has 496 securities and a top 15 weight of 16.66%.
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