Data as of Oct 28, 2026.
BBMC vs SPSM: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBMC and SPSM finished level, +17.6% against +17.6%, and they share 6% of their weight.
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Net assets: $2.1bn on Oct 28, 2026 for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, and $16.0bn on Oct 27, 2026 for State Street SPDR Portfolio S&P 600 Small Cap ETF.
Pair scorecard
SPSM costs 0.04 points a year less; both returned +17.6% over a year; SPSM is 7.6 times larger.
| Measure | BBMC | SPSM |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.6% | +17.6% |
| Drawdown | ||
| Below its high | 5.2%, high on Aug 14, 2026 | 6.7%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | Morning- star US Mid Cap Target Market Exposure Extended Index | S&P SmallCap 600 Index |
| Cost and size | ||
| Expense ratio | 0.07% | 0.03% |
| Net assets, as of Oct 27, 2026 | $2.1bn | $16.0bn |
| Holdings | ||
| Holdings in common | 6% | |
| Top ten holdings, share of the fund | 8.1% | 5.3% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Apr 24, 2020 to Oct 23, 2026 · 339 weekly returnsBBMC and SPSM returned about the same: +159.6% and +161.1%. BBMC swung slightly less: 19.9% to 21.6%. SPSM fell less at its worst: −26.2% to −29.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BBMC | SPSM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +159.6% | +161.1% | Tie | Price change plus distributions, reinvested. |
| Annualized | +15.8% | +15.9% | Tie | Total return as a yearly rate. |
| Price return | +139.6% | +134.9% | BBMC (slight) | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.9% | 21.6% | BBMC (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.1% | 14.1% | BBMC (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.2% | −26.2% | SPSM | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.68 | 0.65 | BBMC (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.04 | 1.00 | BBMC (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.54 | 0.61 | SPSM | 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 SPSM hold 6% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
6% in common
Only in one fund ↓
Side by side
BBMC and SPSM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBMC and SPSM 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 SPSM follows S&P SmallCap 600 Index.
- Holdings in common. 6% of the weight is in the same securities (holdings dated Oct 27, 2026).
- Size. BBMC has $2.1bn in net assets and SPSM $16.0bn (net assets, as of Oct 27, 2026); SPSM is 7.6 times larger.
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.
SPSM
SPSM tracks an index. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +17.5% for its benchmark, the S&P SmallCap 600 Index. The prospectus expense ratio is 0.03% 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 609 positions, with the top ten at 5.3%. It sat 6.7% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBMC or SPSM?
- In the year to Oct 28, 2026, with distributions reinvested, BBMC returned +17.6% and SPSM +17.6%.
- Which is cheaper, BBMC or SPSM?
- SPSM is cheaper, by 0.04 percentage points a year. That is about $4 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 SPSM, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbmc-vs-spsm
ETFIQ. (Oct 28, 2026). BBMC against SPSM. Retrieved from https://etfiq.com/compare/any/bbmc-vs-spsm
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