Compare ETFs
Side by side
| BBMC | SPY | |
|---|---|---|
| Name | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $2.08B | $809.77B |
| Fee | 0.06% | 0.09% |
| Yield | 1.1% | 1.0% |
| Components | 457 | 502 |
| Top 10 weight | 8% | 39% |
| This year | +14.0% | +12.5% |
| 1 year | +18.8% | +17.4% |
| 3 years, yearly | +18.7% | +21.8% |
| 5 years, yearly | +7.2% | +12.4% |
| 10 years, yearly | +0.0% | +15.2% |
| Volatility, 3 years | 17.3% | 12.7% |
| Sharpe ratio, 3 years | 0.81 | 1.38 |
Green: the lowest fee and the best return in each row.
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
2% BBMC and SPY
75 companies in both: 16% of BBMC's holdings, 15% of SPY's.
MRNA 0.1%WSM 0.0%CASY 0.0%TPR 0.0%RDDT 0.0%VTRS 0.0%BBY 0.0%CF 0.0%SWKS 0.0%ZBRA 0.0%
Sectors
| BBMC | SPY | |
|---|---|---|
| Technology | 15.8% | 41.1% |
| Industrials | 18.5% | 7.7% |
| Healthcare | 16.2% | 9.7% |
| Financial Services | 12.8% | 11.4% |
| Consumer Cyclicals | 11.9% | 8.6% |
| Communication Services | 3.3% | 10.3% |
| Real Estate | 6.6% | 1.8% |
| Consumer Defensive | 4.2% | 4.7% |
| Basic Materials | 4.3% | 1.5% |
| Energy | 4.3% | 3.8% |
| Utilities | 2.7% | 2.0% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.