Compare · 3 funds side by side · dividends reinvested

BBMC, IWR and IWF

BBMCJ.P. Morgan×IWRiShares×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $7,088 · 2022IWF$15,330IWR$13,915BBMC$13,799Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three
02 / 04

BBMC, IWR 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%$2.1B1.6
iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.8%+15.3%+19.4%+6.8%−8.2%13.8%$58.8B1.8
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5
Rank among the three1st → 3rdFee, 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 · IWR 2001 · IWF 2000
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Head to Head

5Y
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1B$13,799
BBMC
IWR
iShares Russell Mid-Cap ETF · $58.8B$13,915

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

BBMCMeasureIWR
+14.2%Year to dateJan 1 → Nov 5+12.8%
+18.6%1 yearTotal return+15.3%
+20.9%3 years · per year$10,000 became $17,679 · $17,017+19.4%
+6.7%5 years · per year$10,000 became $13,799 · $13,915+6.8%
0.07%Expense ratio$7 · $18 a year on $10k · lower is better0.18%
1.17%Trailing 12-mo yield$117 · $118 a year on $10k1.18%
−9.7%Worst dropSmaller is better−8.2%
16.6%VolatilityLower is calmer13.8%
BBMCIWR Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

BBMC vs IWR: Top 5 Holdings

Today
BBMC
5.1%in top 5
IWR
in top 53.6%
BBMCStockIWR
1.8%MRNA0.7%
1.2%NTRAnot top 5
0.9%RVMDnot top 5
not top 5MPC0.8%
not top 5PSX0.8%
not top 5SNOW0.7%
0.7%OKTAnot top 5
0.7%TEAMnot top 5
not top 5NET0.6%
Held in common30.7%
End-of-day Nov 5, 2026 · share of each fund
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BBMC vs IWR Returns, Every Period

5Y
J.P. MorganBBMC
+6.7%
5 years, per year
IWRiShares
+6.8%
5 years, per year
0%+10%+20%+30%+14.2%+12.8%YTD+18.6%+15.3%1 year+20.9%+19.4%3 yrs · yr+6.7%+6.8%5 yrs · yr
BBMCIWRFaded: behind in that period
3–1BBMC wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

BBMC vs IWR

YTD
J.P. MorganBBMC
+14.2%
IWRiShares
+12.8%
Jan 1Nov 5+14.2%+12.8%
+14.2%Year to date+12.8%
−9.7%Worst drop · 1Y−8.2%
16.6%Volatility · 1Y13.8%
1.2%Yield1.2%
$2.1BAssets$58.8B
2–1IWR wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: BBMC, IWR, IWF

Today
0.07%lowest, BBMC
FundExpense ratioFee$10k
BBMC0.07%$7
IWR0.18%$18
IWF0.18%$18
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: BBMC, IWR, IWF

1Y
1.18%highest, IWR
FundTrailing yieldYield$10k
IWR1.18%$118
BBMC1.17%$117
IWF0.39%$39
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$110most kept, BBMC
BBMC$117 − $7 = $110
IWR$118 − $18 = $100
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: BBMC, IWR, IWF

Today
30.7%most shared, BBMC and IWR
BBMCIWRIWF
BBMC—30.7%3.0%
IWR30.7%—10.2%
IWF3.0%10.2%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+18.6%BBMC, at 16.6% volatility
−10%0%+10%+20%+30%10%15%20%25%Volatility · 1 year → bumpierBBMC +18.6%IWR +15.3%IWF −7.6%
IWRWorst drop−8.2%13.8% vol
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
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Paid More vs Made More

YTD
IWRBBMC
Jan 1Nov 5+12.8%+14.2%
+12.8%Year to date+14.2%
1.2%Yield1.2%
+15.3%Past year+18.6%
0.18%Fee0.07%
3–0BBMC wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+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
@TheETFTracker·theetftracker.com