SMCOvsBBMCETF Comparison
VS
Hilton Small-MidCap Opportunity ETF (SMCO) belongs to the US Multi-Factor segment. JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. SMCO is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.07% for BBMC. SMCO is up 8.04% year-to-date (YTD) with -$18M in YTD flows. BBMC performs better with 9.17% YTD performance, and +$24M in YTD flows. Run a side-by-side ETF comparison of SMCO 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SMCO vs BBMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMCO BBMC | +8.99%+10.67% | +1.26%+3.26% | +8.04%+9.17% | +26.45%+32.65% | n/a+61.94% | n/a+37.13% |
| Flows | SMCO BBMC | -$30M+$7M | -$22M-$2M | -$18M+$24M | +$1M-$217M | --$402M | --$247M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMCO BBMC | +18.66%+19.48% | +15.81%+16.58% | n/a+18.75% | n/a+20.70% |
| Max drawdown | SMCO BBMC | -9.52%-9.60% | -9.52%-9.60% | n/a-24.17% | n/a-30.03% |
| Max drawdown duration | SMCO BBMC | 67d46d | 67d46d | n/a275d | n/a1045d |
Trading data
SMCO | BBMC | |
Last sale 4/30/2026 at 1:30 PM | $29.66 | |
| Previous close 04/29/2026 | $28.93 | |
| 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 March 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
SMCO
is actively managed and doesn’t replicate an indexSMCO | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 4/30/2026 at 1:30 PM
Live
Closed
SMCO | BBMC | |
|---|---|---|
| Last price | $29.66 | – |
| 1D performance | +2.53% | – |
| AuM | $125.78 M | $1.99 B |
| E/R | 0.55% | 0.07% |
Characteristics
SMCO | BBMC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Hilton Capital Management | J.P. Morgan Asset Management |
| Benchmark | - | Morningstar US Mid Cap Target Market Exposure Extended Index |
| N° of holdings | 59 | 506 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 28, 2023 | April 14, 2020 |
| ESG | No | No |
Advertisement
Exposure
Countries
SMCO
USA
91.5%
Other
8.5%
BBMC
USA
94.48%
Other
5.52%
Sectors
SMCO
Industrials
19.99%
Information Techn.
16%
Financials
10.56%
Consumer Discreti.
9.21%
Health Care
9.14%
Other
35.1%
BBMC
Industrials
18.71%
Information Techn.
12.4%
Financials
11.64%
Consumer Discreti.
11.42%
Health Care
10.51%
Other
35.32%
Advertisement
Diversification
SMCO
Total weight of top 15 holdings out of 15
34.07%
BBMC
Total weight of top 15 holdings out of 15
11.27%
Top 15 holdings
Data as of March 31, 2026
SMCO
EQT
2.80%
CLEAN HARBORS
2.74%
IDACORP
2.48%
DYCOM INDUSTRIES
2.44%
TELEDYNE TECH
2.42%
CULLEN FROST BANKERS
2.34%
NVENT ELECTRIC PLC
2.27%
PRIMORIS SERVICES
2.25%
CIENA
2.19%
BJS WHOLESALE CLUB HOLDINGS INC
2.12%
MKS INSTRUMENTS
2.07%
PLANET FITNESS
2.01%
EMCOR GROUP
2.00%
STERIS
1.99%
HEALTHEQUITY I/D
1.95%
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 SMCO and BBMC
How have the SMCO and BBMC ETFs performed in 2026?
As of April 29, 2026, SMCO is up 8.04% year-to-date (YTD), while BBMC has returned 9.17%. That puts BBMC better performer ahead so far this year.
Which ETF is attracting more investor money: SMCO or BBMC?
Year-to-date, the SMCO ETF saw -$18M in flows, compared to +$24M for BBMC.
Which ETF is more volatile: SMCO or BBMC?
Over the past year, SMCO had a volatility of 15.81%, while BBMC experienced 16.58%.
Which ETF is bigger: SMCO or BBMC?
As of April 29, 2026, SMCO holds $125.78 M in assets under management (AUM), while BBMC manages $1.99 B.
What sectors do the SMCO and BBMC ETFs invest in?
SMCO 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 SMCO ETF and BBMC ETF?
SMCO top holdings include EQT, CLEAN HARBORS and IDACORP. BBMC holds in its top three: US80004C2008, CIENA and LUMENTUM HOLDINGS.
Which ETF is more diversified: SMCO or BBMC?
SMCO holds 61 securities with 34.07% of its assets in the top 15. BBMC has 558 securities and a top 15 weight of 11.27%.
Advertisement
Advertisement
