BBMC vs IWR

ABBMC

BIWR

Measures won2–3IWR wins · of 6 · 5Y

$10,000 · 5Y$14,220IWR · BBMC $14,197

Lowest cost0.07%BBMC · $7 on $10k

Most income1.15%IWR · $115 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common30.5%BBMC and IWR

BBMC

IWR

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1BiShares Russell Mid-Cap ETF · $58.2B

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

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

0.07%Expense ratio$7 · $18 on $10k · lower wins0.18%

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

−9.7%Worst dropSmaller wins−8.2%

16.2%VolatilityLower wins13.4%

2–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBMC · IWR

1.7%MRNA0.6%

1.1%NTRA0.4%

0.8%RVMD0.3%

0.7%OKTA0.3%

Held in common30.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.14%	+0.2%	+17.0%	+19.7%	+22.6%	+7.3%	−9.7%	$2.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.14%	+0.2%	+17.0%	+19.7%	+22.6%	+7.3%	−9.7%	$2.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBMC vs IWR

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity

$14,197

IWR

iShares Russell Mid-Cap

$14,220

MeasureBBMCIWR

Fee0.07%0.18%

Cost on $10k a year$7$18

Yield1.14%1.15%

5 years, per year+7.3%+7.3%

3 years, per year+22.6%+21.0%

Worst drop · 1Y−9.7%−8.2%

Volatility · 1Y16.2%13.4%

3–2measures won
IWR first

30.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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