BBMC vs. IVOO
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Vanguard S&P Mid-Cap 400 ETF (IVOO).
BBMC and IVOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBMC is a passively managed fund by JPMorgan that tracks the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index. It was launched on Apr 14, 2020. IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010. Both BBMC and IVOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBMC vs. IVOO - Performance Comparison
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BBMC vs. IVOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.89% | 12.24% | 15.15% | 18.37% | -19.77% | 17.64% | 61.98% |
IVOO Vanguard S&P Mid-Cap 400 ETF | 2.57% | 7.47% | 13.77% | 16.45% | -13.17% | 24.61% | 54.44% |
Returns By Period
In the year-to-date period, BBMC achieves a 1.89% return, which is significantly lower than IVOO's 2.57% return.
BBMC
- 1D
- 3.25%
- 1M
- -5.70%
- YTD
- 1.89%
- 6M
- 4.93%
- 1Y
- 21.86%
- 3Y*
- 14.40%
- 5Y*
- 5.86%
- 10Y*
- —
IVOO
- 1D
- 2.97%
- 1M
- -5.28%
- YTD
- 2.57%
- 6M
- 4.28%
- 1Y
- 17.42%
- 3Y*
- 12.05%
- 5Y*
- 6.55%
- 10Y*
- 10.44%
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BBMC vs. IVOO - Expense Ratio Comparison
BBMC has a 0.07% expense ratio, which is lower than IVOO's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BBMC vs. IVOO — Risk / Return Rank
BBMC
IVOO
BBMC vs. IVOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Vanguard S&P Mid-Cap 400 ETF (IVOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BBMC | IVOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.82 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.30 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.24 | +0.28 |
Martin ratioReturn relative to average drawdown | 6.57 | 5.38 | +1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBMC | IVOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.82 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.33 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.58 | +0.16 |
Correlation
The correlation between BBMC and IVOO is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBMC vs. IVOO - Dividend Comparison
BBMC's dividend yield for the trailing twelve months is around 1.25%, less than IVOO's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.25% | 1.25% | 1.31% | 1.36% | 1.48% | 0.87% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.32% | 1.35% | 1.30% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% |
Drawdowns
BBMC vs. IVOO - Drawdown Comparison
The maximum BBMC drawdown since its inception was -30.11%, smaller than the maximum IVOO drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for BBMC and IVOO.
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Drawdown Indicators
| BBMC | IVOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.11% | -42.33% | +12.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -14.17% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -30.11% | -24.22% | -5.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.33% | — |
Current DrawdownCurrent decline from peak | -6.81% | -6.10% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -9.15% | -5.31% | -3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.27% | +0.03% |
Volatility
BBMC vs. IVOO - Volatility Comparison
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Vanguard S&P Mid-Cap 400 ETF (IVOO) have volatilities of 6.88% and 6.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBMC | IVOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.56% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 11.90% | +0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.55% | 21.22% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.56% | 19.73% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.20% | 21.17% | +0.03% |