BBMC vs. VOE
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) and Vanguard Mid-Cap Value ETF (VOE).
BBMC and VOE 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. VOE is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Value Index. It was launched on Aug 17, 2006. Both BBMC and VOE 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. VOE - Performance Comparison
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BBMC vs. VOE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2.89% | 12.24% | 15.15% | 18.37% | -19.77% | 17.64% | 61.98% |
VOE Vanguard Mid-Cap Value ETF | 4.67% | 12.08% | 14.00% | 9.85% | -7.97% | 28.78% | 40.84% |
Returns By Period
In the year-to-date period, BBMC achieves a 2.89% return, which is significantly lower than VOE's 4.67% return.
BBMC
- 1D
- 0.98%
- 1M
- -5.33%
- YTD
- 2.89%
- 6M
- 5.60%
- 1Y
- 22.25%
- 3Y*
- 14.78%
- 5Y*
- 6.07%
- 10Y*
- —
VOE
- 1D
- 0.20%
- 1M
- -4.46%
- YTD
- 4.67%
- 6M
- 7.17%
- 1Y
- 17.39%
- 3Y*
- 13.81%
- 5Y*
- 8.66%
- 10Y*
- 10.23%
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BBMC vs. VOE - Expense Ratio Comparison
Both BBMC and VOE have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
BBMC vs. VOE — Risk / Return Rank
BBMC
VOE
BBMC vs. VOE - 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 Mid-Cap Value ETF (VOE). 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 | VOE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.06 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.55 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.41 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.94 | 6.51 | +0.43 |
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 | VOE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.06 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.54 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.43 | +0.32 |
Correlation
The correlation between BBMC and VOE is 0.88, 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. VOE - Dividend Comparison
BBMC's dividend yield for the trailing twelve months is around 1.24%, less than VOE's 1.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.24% | 1.25% | 1.31% | 1.36% | 1.48% | 0.87% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOE Vanguard Mid-Cap Value ETF | 1.99% | 2.10% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.92% | 2.05% |
Drawdowns
BBMC vs. VOE - Drawdown Comparison
The maximum BBMC drawdown since its inception was -30.11%, smaller than the maximum VOE drawdown of -61.50%. Use the drawdown chart below to compare losses from any high point for BBMC and VOE.
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Drawdown Indicators
| BBMC | VOE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.11% | -61.50% | +31.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -12.42% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -30.11% | -19.70% | -10.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.18% | — |
Current DrawdownCurrent decline from peak | -5.90% | -4.54% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -9.14% | -8.41% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.68% | +0.64% |
Volatility
BBMC vs. VOE - Volatility Comparison
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) has a higher volatility of 6.78% compared to Vanguard Mid-Cap Value ETF (VOE) at 4.01%. This indicates that BBMC's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBMC | VOE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.01% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 8.77% | +3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 16.46% | +5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.55% | 16.11% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.20% | 18.84% | +2.36% |