Data as of Oct 28, 2026.
BBMC vs IWC: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBMC returned +17.6% to IWC's +16.5%; 0% 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 $1.2bn on Oct 27, 2026 for iShares Micro-Cap ETF.
Pair scorecard
BBMC costs 0.53 points a year less; their one-year returns differ by 1.1 points; BBMC is 1.8 times larger.
| Measure | BBMC | IWC |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.6% | +16.5% |
| Drawdown | ||
| Below its high | 5.2%, high on Aug 14, 2026 | 9.5%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | Morning- star US Mid Cap Target Market Exposure Extended Index | Russell Microcap Index |
| Cost and size | ||
| Expense ratio | 0.07% | 0.60% |
| Net assets, as of Oct 27, 2026 | $2.1bn | $1.2bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 8.1% | 5.9% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Apr 24, 2020 to Oct 23, 2026 · 339 weekly returnsBBMC and IWC returned about the same: +159.6% and +161.2%. BBMC swung less: 19.9% to 24.3%. BBMC fell less at its worst: −29.2% to −41.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BBMC | IWC | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +159.6% | +161.2% | Tie | Price change plus distributions, reinvested. |
| Annualized | +15.8% | +15.9% | Tie | Total return as a yearly rate. |
| Price return | +139.6% | +143.2% | IWC (slight) | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.9% | 24.3% | BBMC | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.1% | 15.9% | BBMC | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.2% | −41.1% | BBMC | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.68 | 0.60 | BBMC | Return above Treasury bills per unit of volatility. |
| Sortino | 1.04 | 0.92 | BBMC | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.54 | 0.39 | BBMC | 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 IWC hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
BBMC and IWC on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBMC and IWC 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 IWC follows Russell Microcap Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
- Cost. BBMC charges 0.07% of assets a year and IWC 0.60%, a gap of 0.53 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.
Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.
IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBMC or IWC?
- In the year to Oct 28, 2026, with distributions reinvested, BBMC returned +17.6% and IWC +16.5%.
- Which is cheaper, BBMC or IWC?
- BBMC is cheaper, by 0.53 percentage points a year. That is about $53 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 IWC, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbmc-vs-iwc
ETFIQ. (Oct 28, 2026). BBMC against IWC. Retrieved from https://etfiq.com/compare/any/bbmc-vs-iwc
[BBMC against IWC (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/bbmc-vs-iwc)
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