SCHMvsBBMCETF Comparison
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Schwab U.S. Mid-Cap ETF (SCHM) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) belong to the same industry segment: US Mid Cap. SCHM's top 3 sector exposures are Technology, Finance and Industrials. In contrast, BBMC's top sector exposures are Finance, Industrials and Technology. SCHM is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.07% for BBMC. SCHM is up 16.02% year-to-date (YTD) with +$274M in YTD flows. BBMC performs better with 16.8% YTD performance, and -$62M in YTD flows. Run a side-by-side ETF comparison of SCHM and BBMC 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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SCHM vs BBMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM BBMC | -4.60%-2.19% | +2.18%+4.66% | +16.02%+16.80% | +23.10%+26.33% | +47.03%+56.17% | +43.77%+49.39% |
| Flows | SCHM BBMC | +$72M+$16M | -$63M-$86M | +$274M-$62M | +$211M-$297M | -$8M-$420M | +$1.01B-$227M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM BBMC | +18.10%+15.91% | +16.72%+16.72% | +18.07%+18.73% | +19.78%+20.70% |
| Max drawdown | SCHM BBMC | -7.29%-4.14% | -9.30%-9.60% | -23.35%-24.17% | -26.40%-30.03% |
| Max drawdown duration | SCHM BBMC | 31d16d | 46d46d | 283d275d | 855d1045d |
Trading data
SCHM | BBMC | |
Last sale 8/3/2026 at 1:30 PM | $35.27 | |
| Previous close 07/31/2026 | $34.70 | |
| Consolidated volume 07/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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SCHM | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/3/2026 at 1:30 PM
Live
Closed
SCHM | BBMC | |
|---|---|---|
| Last price | $35.27 | – |
| 1D performance | +1.64% | – |
| AuM | $14.50 B | $2.04 B |
| E/R | 0.03% | 0.07% |
Characteristics
SCHM | BBMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | J.P. Morgan Asset Management |
| Benchmark | Dow Jones U.S. Mid-Cap Total Stock Market Index | Morningstar US Mid Cap Target Market Exposure Extended Index |
| N° of holdings | 495 | 460 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | April 14, 2020 |
| ESG | No | No |
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Exposure
Countries
SCHM
USA
96.33%
Other
3.67%
BBMC
USA
95.76%
Other
4.24%
Sectors
SCHM
Technology
20.21%
Finance
18.39%
Industrials
18.28%
Healthcare
11.01%
Non-Energy Materi.
9.31%
Other
22.8%
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%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
16.66%
BBMC
Total weight of top 15 holdings out of 15
9.31%
Top 15 holdings
Data as of June 30, 2026
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%
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%
Frequently asked questions about SCHM and BBMC
How have the SCHM and BBMC ETFs performed in 2026?
As of July 31, 2026, SCHM is up 16.02% year-to-date (YTD), while BBMC has returned 16.8%. That puts BBMC better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or BBMC?
Year-to-date, the SCHM ETF saw +$274M in flows, compared to -$62M for BBMC.
Which ETF is more volatile: SCHM or BBMC?
Over the past year, SCHM had a volatility of 16.72%, while BBMC experienced 16.72%.
Which ETF is bigger: SCHM or BBMC?
As of July 31, 2026, SCHM holds $14.50 B in assets under management (AUM), while BBMC manages $2.04 B.
What sectors do the SCHM and BBMC ETFs invest in?
SCHM leans toward sectors like Technology, Finance and Industrials. Meanwhile, BBMC focuses on Finance, Industrials and Technology.
What are the top holdings of the SCHM ETF and BBMC ETF?
SCHM top holdings include Sandisk Corp., Bloom Energy Corp. and Coherent Corp.. BBMC holds in its top three: Natera, Inc., Qnity Electronics, Inc. and Revolution Medicines, Inc..
Which ETF is more diversified: SCHM or BBMC?
SCHM holds 496 securities with 16.66% of its assets in the top 15. BBMC has 466 securities and a top 15 weight of 9.31%.
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