Compare · 2 funds side by side · dividends reinvested

BBMC and IJH

BBMCJ.P. Morgan×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

BBMC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.4

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%$2.1B1.6

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 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BBMC

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

BBMCMeasureIJH

+17.0%Year to dateJan 1 → Nov 3+13.2%

+19.7%1 yearTotal return+15.7%

+22.6%3 years · per year$10,000 became $18,431 · $16,625+18.5%

+7.3%5 years · per year$10,000 became $14,197 · $14,303+7.4%

0.07%Expense ratio$7 · $5 a year on $10k · lower is better0.05%

1.14%Trailing 12-mo yield$114 · $122 a year on $10k1.22%

−9.7%Worst dropSmaller is better−8.8%

16.2%VolatilityLower is calmer15.0%

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

3–5IJH 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 IJH: Top 5 Holdings

Today

BBMC

5.0%in top 5

IJH

in top 53.9%

BBMCStockIJH

1.7%MRNAnot top 5

1.1%NTRAnot top 5

0.7%OKTA1.0%

0.8%RVMDnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

0.7%WSMnot top 5

not top 5ATI0.7%

Held in common57.5%

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

BBMC vs IJH Returns, Every Period

J.P. MorganBBMC

+7.3%

5 years, per year

IJHiShares

+7.4%

5 years, per year

BBMCIJHFaded: behind in that period

3–1BBMC wins

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

BBMC vs IJH

YTD

J.P. MorganBBMC

+17.0%

IJHiShares

+13.2%

+17.0%Year to date+13.2%

−9.7%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y15.0%

1.1%Yield1.2%

$2.1BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: BBMC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BBMC0.07%$7

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

Yields: BBMC, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

BBMC1.14%$114

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

BBMC$114 − $7 = $107

KeptFee

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

Overlap: BBMC, IJH

Today

57.5%most shared, BBMC and IJH

BBMCIJH

BBMC—57.5%

IJH57.5%—

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

IJHWorst drop−8.8%15.0% vol

BBMCWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

IJHBBMC

+13.2%Year to date+17.0%

1.2%Yield1.1%

+15.7%Past year+19.7%

0.05%Fee0.07%

2–2level

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