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. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. SCHM is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.07% for BBMC. SCHM is up 13.54% year-to-date (YTD) with +$344M in YTD flows. BBMC performs worse with 11.6% YTD performance, and +$51M 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 05/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM BBMC | +8.97%+8.41% | +7.01%+5.90% | +13.54%+11.60% | +34.90%+35.65% | +58.36%+65.55% | +40.94%+42.04% |
| Flows | SCHM BBMC | +$101M+$33M | +$342M-$9M | +$344M+$51M | +$183M-$215M | +$64M-$376M | +$1.35B-$220M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM BBMC | +19.28%+19.63% | +16.06%+16.68% | +17.84%+18.76% | +19.66%+20.71% |
| Max drawdown | SCHM BBMC | -9.30%-9.60% | -9.30%-9.60% | -23.35%-24.17% | -26.40%-30.03% |
| Max drawdown duration | SCHM BBMC | 46d46d | 46d46d | 283d275d | 855d1045d |
Trading data
SCHM | BBMC | |
Last sale 5/1/2026 at 1:30 PM | $34.05 | |
| Previous close 04/29/2026 | $33.95 | |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 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 5/1/2026 at 1:30 PM
Live
Closed
SCHM | BBMC | |
|---|---|---|
| Last price | $34.05 | – |
| 1D performance | +0.29% | – |
| AuM | $14.30 B | $2.06 B |
| E/R | 0.04% | 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 | 449 | 506 |
| 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
92.55%
Other
7.45%
BBMC
USA
94.48%
Other
5.52%
Sectors
SCHM
Industrials
19.21%
Information Techn.
12.27%
Financials
11.23%
Health Care
10.71%
Consumer Discreti.
9.95%
Materials
7.16%
Other
29.48%
BBMC
Industrials
18.71%
Information Techn.
12.4%
Financials
11.64%
Consumer Discreti.
11.42%
Health Care
10.51%
Other
35.32%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
11.32%
BBMC
Total weight of top 15 holdings out of 15
11.27%
Top 15 holdings
Data as of March 31, 2026
SCHM
US80004C2008
1.92%
CIENA
1.16%
LUMENTUM HOLDINGS
1.05%
US19247G1076
0.98%
BLOOM ENERGY CORP
0.74%
TEXAS PACIFIC LAND CORP
0.62%
TECHNIPFMC PLC
0.61%
TAPESTRY INC
0.61%
CASEYS GENERAL STORES
0.57%
CURTISS WRIGHT
0.53%
KYG3730V1059
0.52%
FLEX LTD
0.51%
OMNICOM
0.51%
STEEL DYNAMICS
0.51%
UTD THERAPEUT
0.49%
BBMC
US80004C2008
1.93%
CIENA
1.28%
LUMENTUM HOLDINGS
1.12%
US19247G1076
0.96%
TAPESTRY INC
0.65%
TECHNIPFMC PLC
0.61%
JABIL CIRCUIT
0.58%
CASEYS GENERAL STORES
0.58%
NATERA
0.55%
CURTISS WRIGHT
0.55%
US74743L1008
0.52%
XPO LOGISTICS
0.50%
CF INDUSTRIES HOLDINGS
0.48%
ALBEMARLE
0.47%
WILLIAMS SONOMA
0.47%
Frequently asked questions about SCHM and BBMC
How have the SCHM and BBMC ETFs performed in 2026?
As of May 1, 2026, SCHM is up 13.54% year-to-date (YTD), while BBMC has returned 11.6%. 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 +$344M in flows, compared to +$51M for BBMC.
Which ETF is more volatile: SCHM or BBMC?
Over the past year, SCHM had a volatility of 16.06%, while BBMC experienced 16.68%.
Which ETF is bigger: SCHM or BBMC?
As of May 1, 2026, SCHM holds $14.30 B in assets under management (AUM), while BBMC manages $2.06 B.
What sectors do the SCHM and BBMC ETFs invest in?
SCHM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, BBMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SCHM ETF and BBMC ETF?
SCHM top holdings include US80004C2008, CIENA and LUMENTUM HOLDINGS. BBMC holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.
Which ETF is more diversified: SCHM or BBMC?
SCHM holds 497 securities with 11.32% of its assets in the top 15. BBMC has 558 securities and a top 15 weight of 11.27%.
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