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 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 16.09% year-to-date (YTD) with +$26M in YTD flows. SCHM performs better with 16.99% YTD performance, and +$464M 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 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBMC SCHM | +1.32%+1.73% | -1.39%+0.05% | +16.09%+16.99% | +16.58%+17.05% | +82.53%+73.35% | +42.82%+41.40% |
| Flows | BBMC SCHM | +$67M+$106M | +$100M+$224M | +$26M+$464M | -$173M+$464M | -$238M+$52M | -$159M+$1.12B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBMC SCHM | +13.01%+14.09% | +16.17%+16.46% | +18.53%+17.94% | +20.66%+19.79% |
| Max drawdown | BBMC SCHM | -7.16%-7.18% | -9.60%-9.30% | -24.17%-23.35% | -30.03%-26.40% |
| Max drawdown duration | BBMC SCHM | 72d71d | 46d46d | 275d283d | 1045d855d |
Trading data
BBMC | SCHM | |
Last sale 10/27/2026 at 1:30 PM | $34.86 | |
| Previous close 10/27/2026 | $34.70 | |
| Consolidated volume 10/27/2026 | ||
| 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 | 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 10/27/2026 at 1:30 PM
Live
Closed
BBMC | SCHM | |
|---|---|---|
| Last price | – | $34.86 |
| 1D performance | – | +0.46% |
| AuM | $2.11 B | $14.76 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 | 454 | 491 |
| 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
96.01%
Other
3.99%
SCHM
USA
96.52%
Other
3.48%
Sectors
BBMC
Finance
20.36%
Industrials
16.13%
Technology
14.36%
Healthcare
14.16%
Non-Energy Materi.
10.22%
Other
24.77%
SCHM
Finance
19.22%
Technology
18.84%
Industrials
16.03%
Healthcare
13.16%
Non-Energy Materi.
9.47%
Other
23.28%
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Diversification
BBMC
Total weight of top 15 holdings out of 15
9.69%
SCHM
Total weight of top 15 holdings out of 15
14.96%
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%
SCHM
Sandisk Corp.
4.04%
Lumentum Holdings, Inc.
1.26%
Bloom Energy Corp.
1.06%
Coherent Corp.
1.05%
Moderna, Inc.
1.05%
Ciena Corp.
1.01%
Revolution Medicines, Inc.
0.79%
Flex Ltd.
0.75%
Twilio, Inc.
0.64%
Steel Dynamics, Inc.
0.58%
Centene Corp.
0.57%
Casey's General Stores, Inc.
0.56%
TechnipFMC plc
0.56%
ATI, Inc.
0.55%
Tapestry, Inc.
0.49%
Frequently asked questions about BBMC and SCHM
How have the BBMC and SCHM ETFs performed in 2026?
As of October 27, 2026, BBMC is up 16.09% year-to-date (YTD), while SCHM has returned 16.99%. 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 +$26M in flows, compared to +$464M for SCHM.
Which ETF is more volatile: BBMC or SCHM?
Over the past year, BBMC had a volatility of 16.17%, while SCHM experienced 16.46%.
Which ETF is bigger: BBMC or SCHM?
As of October 27, 2026, BBMC holds $2.11 B in assets under management (AUM), while SCHM manages $14.76 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 Moderna, Inc., Natera, Inc. and Revolution Medicines, Inc.. SCHM holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Bloom Energy Corp..
Which ETF is more diversified: BBMC or SCHM?
BBMC holds 459 securities with 9.69% of its assets in the top 15. SCHM has 491 securities and a top 15 weight of 14.96%.
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