BBMC vs VO

ABBMC

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,840BBMC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common1.4%BBMC and VO

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.0BVanguard Morningstar Mid-Cap ETF · $103B

+20.7%3 years · per year$17,605 · $16,701+18.6%

+6.7%5 years · per year$13,840 · $13,590+6.3%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $139 on $10k1.39%

−9.7%Worst dropSmaller wins−8.2%

16.5%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBMC · VO

1.9%MRNA0.3%

0.6%TEAM0.3%

0.3%RKT0.2%

0.3%RDDT0.2%

Held in common1.4%

End-of-day Nov 6, 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	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.16%	+0.3%	+14.6%	+17.5%	+20.7%	+6.7%	−9.7%	$2.0B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.16%	+0.3%	+14.6%	+17.5%	+20.7%	+6.7%	−9.7%	$2.0B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBMC vs VO

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity

$13,840

Vanguard Morningstar Mid-Cap

$13,590

MeasureBBMCVO

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield1.16%1.39%

5 years, per year+6.7%+6.3%

3 years, per year+20.7%+18.6%

Worst drop · 1Y−9.7%−8.2%

Volatility · 1Y16.5%12.9%

4–2measures won
VO first

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BBMC, VO

Today

1.4%most shared, BBMC and VO

BBMCVO

BBMC—1.4%

VO1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

BBMC$116 − $7 = $109

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee