Data as of Oct 28, 2026.
BBMC vs IJT: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBMC returned +17.6% to IJT's +15.4%; 3% of their weight is in the same names.
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Net assets: $2.1bn on Oct 28, 2026 for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, and $7.5bn on Oct 27, 2026 for iShares S&P Small-Cap 600 Growth ETF.
Pair scorecard
BBMC costs 0.11 points a year less; their one-year returns differ by 2.2 points; IJT is 3.6 times larger.
| Measure | BBMC | IJT |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.6% | +15.4% |
| Drawdown | ||
| Below its high | 5.2%, high on Aug 14, 2026 | 8.2%, high on Aug 4, 2026 |
| Benchmark | ||
| What it tracks | Morning- star US Mid Cap Target Market Exposure Extended Index | S&P SmallCap 600 Growth Index |
| Cost and size | ||
| Expense ratio | 0.07% | 0.18% |
| Net assets, as of Oct 27, 2026 | $2.1bn | $7.5bn |
| Holdings | ||
| Holdings in common | 3% | |
| Top ten holdings, share of the fund | 8.1% | 9.6% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Apr 24, 2020 to Oct 23, 2026 · 339 weekly returnsBBMC returned more: +159.6% to +135.9%. BBMC swung slightly less: 19.9% to 21.1%. IJT fell slightly less at its worst: −28.6% to −29.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BBMC | IJT | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +159.6% | +135.9% | BBMC | Price change plus distributions, reinvested. |
| Annualized | +15.8% | +14.1% | BBMC | Total return as a yearly rate. |
| Price return | +139.6% | +122.1% | BBMC | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.9% | 21.1% | BBMC (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.1% | 13.9% | BBMC (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.2% | −28.6% | IJT (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.68 | 0.59 | BBMC | Return above Treasury bills per unit of volatility. |
| Sortino | 1.04 | 0.89 | BBMC | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.54 | 0.49 | BBMC (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 339 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, BBMC and IJT hold 3% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
3% in common
Only in one fund ↓
Side by side
BBMC and IJT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBMC and IJT are built for the same job. How do they differ in cost, holdings and results?
- What each follows. BBMC follows Morning- star US Mid Cap Target Market Exposure Extended Index and IJT follows S&P SmallCap 600 Growth Index.
- Holdings in common. 3% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 BBMC returned +17.6% and IJT +15.4% with distributions reinvested, a gap of 2.2 points.
Data as of Oct 28, 2026.
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BBMC
BBMC tracks an index. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings published by its issuer for Oct 27, 2026, 21% of the fund by weight is stocks the S&P 500 also holds, across 459 positions, with the top ten at 8.1%. It sat 5.2% below its high of Aug 14, 2026 on Oct 28, 2026.
IJT
IJT tracks the S&P Small-Cap 600 Growth. Over the year to Oct 28, 2026 it returned +15.4% with distributions reinvested, against +15.6% for its benchmark, the S&P SmallCap 600 Growth Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 369 positions, with the top ten at 9.6%. It sat 8.2% below its high of Aug 4, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBMC or IJT?
- In the year to Oct 28, 2026, with distributions reinvested, BBMC returned +17.6% and IJT +15.4%.
- Which is cheaper, BBMC or IJT?
- BBMC is cheaper, by 0.11 percentage points a year. That is about $11 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, BBMC against IJT, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbmc-vs-ijt
ETFIQ. (Oct 28, 2026). BBMC against IJT. Retrieved from https://etfiq.com/compare/any/bbmc-vs-ijt
[BBMC against IJT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/bbmc-vs-ijt)
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