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 Finance, Technology 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 16.64% year-to-date (YTD) with +$3.04B in YTD flows. BBMC performs worse with 16.15% YTD performance, and -$41M 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 09/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM BBMC | -5.21%-4.92% | -1.60%-0.07% | +16.64%+16.15% | +18.93%+19.11% | +56.68%+65.20% | +43.61%+46.01% |
| Flows | SCHM BBMC | +$2.75B+$21M | +$2.91B-$300M | +$3.04B-$41M | +$3.01B-$224M | +$2.20B-$282M | +$2.75B-$270M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM BBMC | +16.05%+12.54% | +16.80%+16.57% | +18.15%+18.74% | +19.84%+20.71% |
| Max drawdown | SCHM BBMC | -7.29%-5.89% | -9.30%-9.60% | -23.35%-24.17% | -26.40%-30.03% |
| Max drawdown duration | SCHM BBMC | 79d32d | 46d46d | 283d275d | 855d1045d |
Trading data
SCHM | BBMC | |
Last sale 9/17/2026 at 1:30 PM | $34.86 | |
| Previous close 09/17/2026 | $34.56 | |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 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 9/17/2026 at 1:30 PM
Live
Closed
SCHM | BBMC | |
|---|---|---|
| Last price | $34.86 | – |
| 1D performance | +0.87% | – |
| AuM | $17.34 B | $2.05 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 | 493 | 456 |
| 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
96.44%
Other
3.56%
BBMC
USA
95.88%
Other
4.12%
Sectors
SCHM
Finance
19.92%
Technology
17.63%
Industrials
17.2%
Healthcare
11.95%
Non-Energy Materi.
9.41%
Other
23.88%
BBMC
Finance
20.9%
Industrials
17.33%
Technology
13.24%
Healthcare
12.92%
Non-Energy Materi.
10.02%
Consumer Cyclical.
7.27%
Other
18.31%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
13.68%
BBMC
Total weight of top 15 holdings out of 15
9.06%
Top 15 holdings
Data as of July 31, 2026
SCHM
Sandisk Corp.
3.58%
Lumentum Holdings, Inc.
1.04%
Coherent Corp.
1.01%
Ciena Corp.
1.01%
Bloom Energy Corp.
0.94%
Flex Ltd.
0.81%
Revolution Medicines, Inc.
0.71%
Steel Dynamics, Inc.
0.64%
Casey's General Stores, Inc.
0.60%
Centene Corp.
0.58%
TechnipFMC plc
0.57%
Tapestry, Inc.
0.57%
Twilio, Inc.
0.56%
Carpenter Technology Corp.
0.54%
Curtiss-Wright Corp.
0.52%
BBMC
Natera, Inc.
0.76%
Revolution Medicines, Inc.
0.75%
Casey's General Stores, Inc.
0.68%
Tapestry, Inc.
0.64%
Carpenter Technology Corp.
0.62%
TechnipFMC plc
0.61%
Qnity Electronics, Inc.
0.60%
Williams-Sonoma, Inc.
0.60%
Curtiss-Wright Corp.
0.59%
ATI, Inc.
0.56%
Reddit, Inc.
0.54%
Woodward, Inc.
0.54%
XPO, Inc.
0.53%
nVent Electric Plc
0.52%
Okta, Inc.
0.50%
Frequently asked questions about SCHM and BBMC
How have the SCHM and BBMC ETFs performed in 2026?
As of September 17, 2026, SCHM is up 16.64% year-to-date (YTD), while BBMC has returned 16.15%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or BBMC?
Year-to-date, the SCHM ETF saw +$3.04B in flows, compared to -$41M for BBMC.
Which ETF is more volatile: SCHM or BBMC?
Over the past year, SCHM had a volatility of 16.8%, while BBMC experienced 16.57%.
Which ETF is bigger: SCHM or BBMC?
As of September 17, 2026, SCHM holds $17.34 B in assets under management (AUM), while BBMC manages $2.05 B.
What sectors do the SCHM and BBMC ETFs invest in?
SCHM leans toward sectors like Finance, Technology 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., Lumentum Holdings, Inc. and Coherent Corp.. BBMC holds in its top three: Natera, Inc., Revolution Medicines, Inc. and Casey's General Stores, Inc..
Which ETF is more diversified: SCHM or BBMC?
SCHM holds 493 securities with 13.68% of its assets in the top 15. BBMC has 462 securities and a top 15 weight of 9.06%.
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