Compare · 2 funds side by side · dividends reinvested

BBMC and IWF

BBMCJ.P. Morgan×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

BBMC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.07%1.17%+14.2%+18.6%+20.9%+6.7%−9.7%16.6%$2.1B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: BBMC 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1B$13,799

BBMC

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

BBMCMeasureIWF

+14.2%Year to dateJan 1 → Nov 5−6.5%

+18.6%1 yearTotal return−7.6%

+20.9%3 years · per year$10,000 became $17,679 · $17,073+19.5%

+6.7%5 years · per year$10,000 became $13,799 · $15,330+8.9%

0.07%Expense ratio$7 · $18 a year on $10k · lower is better0.18%

1.17%Trailing 12-mo yield$117 · $39 a year on $10k0.39%

−9.7%Worst dropSmaller is better−14.6%

16.6%VolatilityLower is calmer19.3%

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

7–1BBMC wins

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

More Ways to See the Pairs

BBMC vs IWF: Top 5 Holdings

Today

BBMC

5.1%in top 5

IWF

in top 539.6%

BBMCStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.8%MRNAnot top 5

1.2%NTRAnot top 5

0.9%RVMDnot top 5

0.7%OKTAnot top 5

0.7%TEAMnot top 5

Held in common3.0%

End-of-day Nov 5, 2026 · share of each fund

BBMC vs IWF Returns, Every Period

J.P. MorganBBMC

+6.7%

5 years, per year

IWFiShares

+8.9%

5 years, per year

BBMCIWFFaded: behind in that period

3–1BBMC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BBMC vs IWF

YTD

J.P. MorganBBMC

+14.2%

IWFiShares

−6.5%

+14.2%Year to date−6.5%

−9.7%Worst drop · 1Y−14.6%

16.6%Volatility · 1Y19.3%

1.2%Yield0.4%

$2.1BAssets$121B

4–0BBMC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBMC, IWF

Today

0.07%lowest, BBMC

FundExpense ratioFee$10k

BBMC0.07%$7

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBMC, IWF

1.17%highest, BBMC

FundTrailing yieldYield$10k

BBMC1.17%$117

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, BBMC

BBMC$117 − $7 = $110

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBMC, IWF

Today

3.0%most shared, BBMC and IWF

BBMCIWF

BBMC—3.0%

IWF3.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.6%BBMC, at 16.6% volatility

BBMCWorst drop−9.7%16.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBMCIWF

+14.2%Year to date−6.5%

1.2%Yield0.4%

+18.6%Past year−7.6%

0.07%Fee0.18%

4–0BBMC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026