Data as of Oct 28, 2026.
BBMC vs VB: Differences, Returns & Fees
Over the year to Oct 28, 2026, BBMC returned +17.6% to VB's +14.4%; 55% 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 $76.9bn on Sep 30, 2026 for Vanguard Morningstar Small-Cap ETF.
Pair scorecard
VB costs 0.04 points a year less; their one-year returns differ by 3.2 points.
| Measure | BBMC | VB |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.6% | +14.4% |
| Drawdown | ||
| Below its high | 5.2%, high on Aug 14, 2026 | 5.7%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | Morning- star US Mid Cap Target Market Exposure Extended Index | Morningstar US Small Cap Index |
| Cost and size | ||
| Expense ratio | 0.07% | 0.03% |
| Net assets, BBMC as of Oct 28, 2026 and VB as of Sep 30, 2026 | $2.1bn | $76.9bn |
| Holdings | ||
| Holdings in common | 55% | |
| Top ten holdings, share of the fund | 8.1% | 5.9% |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method
Risk and return
Apr 24, 2020 to Oct 23, 2026 · 339 weekly returnsBBMC returned slightly more: +159.6% to +153.1%. BBMC and VB swung about the same: 19.9% and 20.0%. VB fell slightly less at its worst: −27.4% to −29.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BBMC | VB | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +159.6% | +153.1% | BBMC (slight) | Price change plus distributions, reinvested. |
| Annualized | +15.8% | +15.3% | BBMC (slight) | Total return as a yearly rate. |
| Price return | +139.6% | +130.6% | BBMC (slight) | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.9% | 20.0% | Tie | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.1% | 13.2% | Tie | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.2% | −27.4% | VB (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.68 | 0.66 | 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 | 0.56 | VB (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 VB hold 55% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.
half
55% in common
Only in one fund ↓
Side by side
BBMC and VB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BBMC and VB 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 VB follows Morningstar US Small Cap Index.
- One-year total return. Over 1 year to Oct 28, 2026 BBMC returned +17.6% and VB +14.4% with distributions reinvested, a gap of 3.2 points.
- Holdings in common (similar). 55% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
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.
VB
VB tracks an index of Small-Cap. Over the year to Oct 28, 2026 it returned +14.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer as of Sep 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 1,303 positions, with the top ten at 5.9%. It sat 5.7% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BBMC or VB?
- In the year to Oct 28, 2026, with distributions reinvested, BBMC returned +17.6% and VB +14.4%.
- Which is cheaper, BBMC or VB?
- VB 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 VB, data as of Oct 28, 2026. https://etfiq.com/compare/any/bbmc-vs-vb
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