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BBMC vs BKSE

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

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

Annual cost

0.07%

Fund size

$2.1B

BKSE

BNY Mellon US Small Cap Core Equity ETF

Annual cost

0.04%

Fund size

$83M

Key differences

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

  • BBMC is much larger than BKSE. 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

BBMCBKSE
Annual cost (TER)0.07%0.04%
Fund size (AUM)$2.1B$83M
Since20202020
Dividend yield1.10%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+31.4%
CAGR 3Y+20.0%+18.6%
CAGR 5Y+7.8%+6.7%
Sharpe 3Y0.880.77
Volatility 1Y16.56%17.72%
Max drawdown-30.11%-29.08%

Similar to BBMC and BKSE