Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Loading graphics...
Returns By Period
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) has returned 1.89% so far this year and 21.86% over the past 12 months.
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
- 1D
- 3.25%
- 1M
- -5.70%
- YTD
- 1.89%
- 6M
- 4.93%
- 1Y
- 21.86%
- 3Y*
- 14.40%
- 5Y*
- 5.86%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 15, 2020, BBMC's average daily return is +0.07%, while the average monthly return is +1.36%. At this rate, your investment would double in approximately 4.3 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +15.6%, while the worst month was Jun 2022 at -9.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BBMC closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.4%, while the worst single day was Apr 3, 2025 at -6.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.22% | 3.67% | -5.70% | 1.89% | |||||||||
| 2025 | 4.51% | -4.18% | -6.29% | -1.93% | 5.62% | 4.69% | 1.80% | 4.32% | 0.84% | 0.72% | 2.06% | 0.18% | 12.24% |
| 2024 | -2.00% | 6.63% | 4.64% | -6.70% | 3.31% | -0.90% | 5.50% | 0.02% | 2.01% | -0.06% | 10.67% | -7.39% | 15.15% |
| 2023 | 9.93% | -2.00% | -3.36% | -1.04% | -2.49% | 9.33% | 4.06% | -3.10% | -5.47% | -5.62% | 9.13% | 9.78% | 18.37% |
| 2022 | -8.75% | 0.64% | 1.59% | -8.83% | -0.53% | -9.72% | 11.08% | -2.98% | -9.50% | 9.01% | 5.11% | -6.01% | -19.77% |
| 2021 | 1.20% | 6.25% | 1.27% | 4.12% | -0.56% | 1.57% | -1.11% | 2.52% | -3.58% | 6.81% | -3.96% | 2.46% | 17.64% |
Benchmark Metrics
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF has an annualized alpha of -0.38%, beta of 1.09, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since April 16, 2020.
- This ETF captured 105.40% of S&P 500 Index gains and 105.06% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.09 and R² of 0.79, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.38%
- Beta
- 1.09
- R²
- 0.79
- Upside Capture
- 105.40%
- Downside Capture
- 105.06%
Expense Ratio
BBMC has an expense ratio of 0.07%, which is considered low.
Return for Risk
Risk / Return Rank
BBMC ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and compare them to a chosen benchmark (S&P 500 Index).
| BBMC | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.90 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.39 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.40 | +0.12 |
Martin ratioReturn relative to average drawdown | 6.57 | 6.61 | -0.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BBMC risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF provided a 1.25% dividend yield over the last twelve months, with an annual payout of $1.36 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.36 | $1.33 | $1.26 | $1.15 | $1.07 | $0.80 | $0.54 |
Dividend yield | 1.25% | 1.25% | 1.31% | 1.36% | 1.48% | 0.87% | 0.69% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.23 | $0.23 | |||||||||
| 2025 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.49 | $1.33 |
| 2024 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.53 | $1.26 |
| 2023 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.42 | $1.15 |
| 2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.42 | $1.07 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.33 | $0.80 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF was 30.11%, occurring on Jun 16, 2022. Recovery took 567 trading sessions.
The current JPMorgan BetaBuilders U.S. Mid Cap Equity ETF drawdown is 6.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.11% | Nov 9, 2021 | 152 | Jun 16, 2022 | 567 | Sep 19, 2024 | 719 |
| -24.18% | Nov 26, 2024 | 90 | Apr 8, 2025 | 98 | Aug 28, 2025 | 188 |
| -9.94% | Jun 9, 2020 | 3 | Jun 11, 2020 | 38 | Aug 5, 2020 | 41 |
| -9.75% | Feb 27, 2026 | 22 | Mar 30, 2026 | — | — | — |
| -7.54% | Sep 3, 2020 | 15 | Sep 24, 2020 | 7 | Oct 5, 2020 | 22 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...