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BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF

Grow my money#395 of 2944 for Grow my money

Seeks investment results that closely correspond to the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index.

JPMorgan · Since 2020 (6 years)

Annual Cost

0.07%

#207 out of 5,332 ETFs

Fund Size

$1.9B

#693 out of 5,332 ETFs

Dividend Yield

1.25%

Track Record

6 years

#2121 out of 5,332 ETFs

Performance

1 Year

+36.1%

3 Years

+19.3%

5 Years

+6.9%

What's inside

Asset class
Strategy
index tracking
Cap
mid

Asset allocation

Stocks
99.3%
Cash
0.7%

Sector breakdown

Industrials
20.5%
Technology
17.1%
Consumer Cyclical
12.9%
Financial Services
12.5%
Healthcare
11.2%
Real Estate
6.5%
Basic Materials
5.2%
Energy
4.2%
Other
9.9%

Top holdings

SanDisk Corp Ordinary SharesSNDK1.9%
Ciena CorpCIEN1.2%
Lumentum Holdings IncLITE1.1%
Coherent CorpCOHR0.9%
JPMorgan US Government MMkt IMMGMXX0.6%
Tapestry IncTPR0.6%
Natera IncNTRA0.6%
Casey's General Stores IncCASY0.6%
Jabil IncJBL0.6%
TechnipFMC PLCFTI0.6%

Risk profile

Volatility (1Y)

16.7%

Moderate

Max drawdown

-30.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.85

Decent risk-adjusted returns

Sortino (3Y)

1.26

Good downside protection

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Data updated on 2026-05-05