Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
BBMCvsSCHMETF Comparison
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 Industrials, Financials and Information Technology. In contrast, SCHM's top sector exposures are 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 3.58% year-to-date (YTD) with +$31M in YTD flows. SCHM performs better with 4.98% YTD performance, and +$178M 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.
BBMC vs SCHM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC SCHM | -4.32%-3.65% | +0.83%+2.37% | +3.58%+4.98% | +24.11%+23.01% | +59.00%+52.28% | +34.92%+35.52% |
| Flows | BBMC SCHM | -$6M+$215M | -$146M+$236M | +$31M+$178M | -$240M+$226M | -$294M-$229M | -$298M+$1.38B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC SCHM | +15.85%+15.11% | +21.47%+21.22% | +18.69%+17.75% | +20.65%+19.54% |
| Max drawdown | BBMC SCHM | -5.62%-5.25% | -15.74%-15.46% | -24.17%-23.35% | -30.03%-26.40% |
| Max drawdown duration | BBMC SCHM | 13d13d | 46d46d | 275d283d | 1045d855d |
BBMC | SCHM | |
Last sale 3/12/2026 at 1:30 PM | $108.09 | $30.91 |
| Previous close 03/11/2026 | $110.48 | $31.56 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
BBMC | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BBMC | SCHM | |
|---|---|---|
| Last price | $108.09 | $30.91 |
| 1D performance | -2.17% | -2.06% |
| AuM | $1.90 B | $13.09 B |
| E/R | 0.07% | 0.04% |
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 | 512 | 452 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2020 | January 13, 2011 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BBMC and SCHM ETFs performed in 2026?
As of March 11, 2026, BBMC is up 3.58% year-to-date (YTD), while SCHM has returned 4.98%. 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 +$31M in flows, compared to +$178M for SCHM.
Which ETF is more volatile: BBMC or SCHM?
Over the past year, BBMC had a volatility of 21.47%, while SCHM experienced 21.22%.
Which ETF is bigger: BBMC or SCHM?
As of March 11, 2026, BBMC holds $1.90 B in assets under management (AUM), while SCHM manages $13.09 B.
What sectors do the BBMC and SCHM ETFs invest in?
BBMC leans toward sectors like Industrials, Financials and Information Technology. 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 US19247G1076. SCHM holds in its top three: US80004C2008, CIENA and US19247G1076.
Which ETF is more diversified: BBMC or SCHM?
BBMC holds 564 securities with 8.87% of its assets in the top 15. SCHM has 498 securities and a top 15 weight of 8.79%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
