Compare · 2 funds side by side · dividends reinvested

BBMC and VO

BBMCJ.P. Morgan×VOVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,197BBMC · best of the two

02 / 04

BBMC and VO, 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

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.5

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BBMC

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

BBMCMeasureVO

+17.0%Year to dateJan 1 → Nov 3+13.8%

+19.7%1 yearTotal return+13.9%

+22.6%3 years · per year$10,000 became $18,431 · $17,496+20.5%

+7.3%5 years · per year$10,000 became $14,197 · $13,977+6.9%

0.07%Expense ratio$7 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $135 a year on $10k1.35%

−9.7%Worst dropSmaller is better−8.2%

16.2%VolatilityLower is calmer12.4%

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

4–4Level

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 VO: Top 5 Holdings

Today

BBMC

5.0%in top 5

in top 55.3%

BBMCStockVO

1.7%MRNAnot top 5

1.1%NTRAnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.8%RVMDnot top 5

0.7%OKTAnot top 5

0.7%WSMnot top 5

Held in common1.4%

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

BBMC vs VO Returns, Every Period

J.P. MorganBBMC

+7.3%

5 years, per year

VOVanguard

+6.9%

5 years, per year

BBMCVOFaded: behind in that period

4–0BBMC wins

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

BBMC vs VO

YTD

J.P. MorganBBMC

+17.0%

VOVanguard

+13.8%

+17.0%Year to date+13.8%

−9.7%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y12.4%

1.1%Yield1.3%

$2.1BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: BBMC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

BBMC0.07%$7

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

Yields: BBMC, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

BBMC1.14%$114

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

BBMC$114 − $7 = $107

KeptFee

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

Overlap: BBMC, VO

Today

1.4%most shared, BBMC and VO

BBMCVO

BBMC—1.4%

VO1.4%—

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

VOWorst drop−8.2%12.4% 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

VOBBMC

+13.8%Year to date+17.0%

1.3%Yield1.1%

+13.9%Past year+19.7%

0.03%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