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BBMC vs BKMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF vs BNY Mellon US Mid Cap Core Equity ETF

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

Annual cost

0.07%

Fund size

$2.1B

BKMC

BNY Mellon US Mid Cap Core Equity ETF

Annual cost

0.04%

Fund size

$652M

Key differences

Both BBMC and BKMC are equity ETFs. BBMC charges 0.07% a year and BKMC 0.04%. The main difference: BBMC is much larger than BKMC. Larger funds are usually more liquid and less likely to close.

  • BBMC is much larger than BKMC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BBMC has delivered higher annualized returns.

Side-by-side comparison

BBMCBKMC
Annual cost (TER)0.07%0.04%
Fund size (AUM)$2.1B$652M
Since20202020
Dividend yield1.10%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+21.0%
CAGR 3Y+20.0%+16.7%
CAGR 5Y+7.8%+7.6%
Sharpe 3Y0.880.77
Volatility 1Y16.56%15.28%
Max drawdown-30.11%-25.02%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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