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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 Industrials, Information Technology and Financials. In contrast, BBMC's top sector exposures are Industrials, Financials and Information Technology. SCHM is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.07% for BBMC. SCHM is up 4.98% year-to-date (YTD) with +$178M in YTD flows. BBMC performs worse with 3.58% YTD performance, and +$31M 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.
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM BBMC | -3.65%-4.32% | +2.37%+0.83% | +4.98%+3.58% | +23.01%+24.11% | +52.28%+59.00% | +35.52%+34.92% |
| Flows | SCHM BBMC | +$215M-$6M | +$236M-$146M | +$178M+$31M | +$226M-$240M | -$229M-$294M | +$1.38B-$298M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM BBMC | +15.11%+15.85% | +21.22%+21.47% | +17.75%+18.69% | +19.54%+20.65% |
| Max drawdown | SCHM BBMC | -5.25%-5.62% | -15.46%-15.74% | -23.35%-24.17% | -26.40%-30.03% |
| Max drawdown duration | SCHM BBMC | 13d13d | 46d46d | 283d275d | 855d1045d |
SCHM | BBMC | |
Last sale 3/12/2026 at 1:30 PM | $30.91 | $108.97 |
| Previous close 03/11/2026 | $31.56 | $110.48 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SCHM | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHM | BBMC | |
|---|---|---|
| Last price | $30.91 | $108.97 |
| 1D performance | -2.06% | -1.37% |
| AuM | $13.09 B | $1.90 B |
| E/R | 0.04% | 0.07% |
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 | 452 | 512 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | April 14, 2020 |
| ESG | No | No |
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
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