Compare · 2 funds side by side · dividends reinvested

BBMC and IWR

BBMCJ.P. Morgan×IWRiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

BBMC and IWR, 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%$2.1B1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.5

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 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

BBMC

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

BBMCMeasureIWR

+17.0%Year to dateJan 1 → Nov 3+15.6%

+19.7%1 yearTotal return+16.7%

+22.6%3 years · per year$10,000 became $18,431 · $17,698+21.0%

+7.3%5 years · per year$10,000 became $14,197 · $14,220+7.3%

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

1.14%Trailing 12-mo yield$114 · $115 a year on $10k1.15%

−9.7%Worst dropSmaller is better−8.2%

16.2%VolatilityLower is calmer13.4%

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

4–3BBMC 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 IWR: Top 5 Holdings

Today

BBMC

5.0%in top 5

IWR

in top 53.8%

BBMCStockIWR

1.7%MRNA0.6%

1.1%NTRAnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

0.8%RVMDnot top 5

not top 5SNOW0.8%

0.7%OKTAnot top 5

0.7%WSMnot top 5

not top 5NET0.7%

Held in common30.5%

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

BBMC vs IWR Returns, Every Period

J.P. MorganBBMC

+7.3%

5 years, per year

IWRiShares

+7.3%

5 years, per year

BBMCIWRFaded: behind in that period

3–0BBMC wins

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

BBMC vs IWR

YTD

J.P. MorganBBMC

+17.0%

IWRiShares

+15.6%

+17.0%Year to date+15.6%

−9.7%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y13.4%

1.1%Yield1.2%

$2.1BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: BBMC, IWR

Today

0.07%lowest, BBMC

FundExpense ratioFee$10k

BBMC0.07%$7

IWR0.18%$18

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

Yields: BBMC, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

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

IWR$115 − $18 = $97

KeptFee

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

Overlap: BBMC, IWR

Today

30.5%most shared, BBMC and IWR

BBMCIWR

BBMC—30.5%

IWR30.5%—

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

IWRWorst drop−8.2%13.4% 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

IWRBBMC

+15.6%Year to date+17.0%

1.2%Yield1.1%

+16.7%Past year+19.7%

0.18%Fee0.07%

3–1BBMC 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