Compare · 2 funds side by side · dividends reinvested

BBMC and VOE

BBMCJ.P. Morgan×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

BBMC and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.1

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%$2.1B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: BBMC 2020 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

BBMC

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

BBMCMeasureVOE

+17.0%Year to dateJan 1 → Nov 3+20.7%

+19.7%1 yearTotal return+24.9%

+22.6%3 years · per year$10,000 became $18,431 · $18,135+21.9%

+7.3%5 years · per year$10,000 became $14,197 · $16,036+9.9%

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

1.14%Trailing 12-mo yield$114 · $184 a year on $10k1.84%

−9.7%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.0%

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

1–7VOE 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 VOE: Top 5 Holdings

Today

BBMC

5.0%in top 5

VOE

in top 58.1%

BBMCStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

1.7%MRNAnot top 5

not top 5HPE1.4%

not top 5WBD1.3%

1.1%NTRAnot top 5

0.8%RVMDnot top 5

0.7%OKTAnot top 5

0.7%WSMnot top 5

Held in common0.7%

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

BBMC vs VOE Returns, Every Period

J.P. MorganBBMC

+7.3%

5 years, per year

VOEVanguard

+9.9%

5 years, per year

BBMCVOEFaded: behind in that period

1–3VOE wins

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

BBMC vs VOE

YTD

J.P. MorganBBMC

+17.0%

VOEVanguard

+20.7%

+17.0%Year to date+20.7%

−9.7%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.0%

1.1%Yield1.8%

$2.1BAssets$22.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: BBMC, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

BBMC0.07%$7

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

Yields: BBMC, VOE

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

BBMC1.14%$114

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

BBMC$114 − $7 = $107

KeptFee

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

Overlap: BBMC, VOE

Today

0.7%most shared, BBMC and VOE

BBMCVOE

BBMC—0.7%

VOE0.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% 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

VOEBBMC

+20.7%Year to date+17.0%

1.8%Yield1.1%

+24.9%Past year+19.7%

0.05%Fee0.07%

4–0VOE 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