Compare · 2 funds side by side · dividends reinvested

BBMC and KDVD

BBMCJ.P. Morgan×KDVDGabelli×

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,431BBMC · best of the two

02 / 03

BBMC and KDVD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.07%1.14%+17.0%+19.7%+22.6%+7.3%−9.7%16.2%$2.1B1.3

Keeley Dividend ETFIncome · Dividend stocks0.90%1.84%+19.8%[…][…][…][…][…]$9M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBMC 2020 · KDVD 2025

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1B$14,197

BBMC

KDVD

Keeley Dividend ETF · $9M[…]

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

BBMCMeasureKDVD

+17.0%Year to dateJan 1 → Nov 3+19.8%

+19.7%1 yearTotal return[…]

+22.6%3 years · per year$10,000 became $18,431 · […][…]

+7.3%5 years · per year$10,000 became $14,197 · […][…]

0.07%Expense ratio$7 · $90 a year on $10k · lower is better0.90%

1.14%Trailing 12-mo yield$114 · $184 a year on $10k1.84%

−9.7%Worst dropSmaller is better[…]

16.2%VolatilityLower is calmer[…]

BBMCKDVD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2KDVD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBMC vs KDVD: Top 5 Holdings

Today

BBMC

5.0%in top 5

KDVD

in top 510.8%

BBMCStockKDVD

not top 5CON2.6%

not top 5VCTR2.3%

not top 5MLAB2.0%

not top 5WTTR2.0%

not top 5JAKK2.0%

1.7%MRNAnot top 5

1.1%NTRAnot top 5

0.8%RVMDnot top 5

0.7%OKTAnot top 5

0.7%WSMnot top 5

Held in common6.6%

End-of-day Nov 3, 2026 · share of each fund

BBMC vs KDVD Returns, Every Period

J.P. MorganBBMC

+19.7%

past year

KDVDGabelli

[…]

past year

BBMCKDVDFaded: behind in that period

0–1KDVD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BBMC vs KDVD

YTD

J.P. MorganBBMC

+17.0%

KDVDGabelli

+19.8%

+17.0%Year to date+19.8%

−9.7%Worst drop · 1Y[…]

16.2%Volatility · 1Y[…]

1.1%Yield1.8%

$2.1BAssets$8.7M

2–0KDVD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBMC, KDVD

Today

0.07%lowest, BBMC

FundExpense ratioFee$10k

BBMC0.07%$7

KDVD0.90%$90

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBMC, KDVD

1.84%highest, KDVD

FundTrailing yieldYield$10k

KDVD1.84%$184

BBMC1.14%$114

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, BBMC

BBMC$114 − $7 = $107

KDVD$184 − $90 = $94

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBMC, KDVD

Today

6.6%most shared, BBMC and KDVD

BBMCKDVD

BBMC—6.6%

KDVD6.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.7%BBMC, at 16.2% volatility

BBMCWorst drop−9.7%16.2% vol

KDVDWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KDVDBBMC

+19.8%Year to date+17.0%

1.8%Yield1.1%

[…]Past year+19.7%

0.90%Fee0.07%

2–1KDVD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026