Which returned more over the last year, BBUS or USMV?

In the year to Oct 9, 2026, with distributions reinvested, BBUS returned +16.9% and USMV +7.5%.

Which is cheaper, BBUS or USMV?

BBUS is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do BBUS and USMV overlap with the S&P 500?

By their latest filed holdings, 96% of BBUS and 93% of USMV by weight is stocks the S&P 500 already holds.

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BBUS vs USMV: Differences, Returns & Fees

BBUS and USMV hold 37% of their weight in the same names, and BBUS returned +16.9% over the year. Net assets on Oct 9, 2026: $9.7bn for JPMorgan BetaBuilders U.S. Equity ETF and $23.8bn for iShares MSCI USA Min Vol Factor ETF.

BBUS costs 0.13 points a year less; their one-year returns differ by 9.4 points; USMV is 2.5 times larger.

BBUS vs USMV: Differences, Returns & Fees
	BBUS	USMV
Expense ratio	0.02%	0.15%
Net assets	$9.7bn	$23.8bn
Total return, 1 year	+16.9%	+7.5%
What it tracks	Morningstar US Target Market Exposure Index	MSCI USA Minimum Volatility (USD) Index
Holdings in common	37%
Top ten holdings, share of the fund	38.5%	15.1%

Holdings in common uses holdings dated Oct 9, 2026.

+16.9%

BBUS total return, 1 year

+7.5%

USMV total return, 1 year

0.02%

BBUS expense ratio

0.15%

USMV expense ratio

What they hold in common

By the books each fund has filed, BBUS and USMV hold 37% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

37% in common

Positions both hold, largest shared weight first

Holding BBUS USMV

MICROSOFT CORP COMMON 5.87% 1.66%

NVIDIA CORP COMMON STOCK 7.89% 1.59%

BERKSHIRE HATHAWAY INC 1.41% 1.46%

EXXONMOBIL HOLDINGS CORP 1.03% 1.49%

VISA INC COMMON STOCK 0.97% 1.03%

APPLE INC COMMON STOCK 7.26% 0.96%

BROADCOM INC COMMON 2.49% 0.93%

JOHNSON & JOHNSON 0.93% 1.44%

ADVANCED MICRO DEVICES 1.46% 0.86%

ELI LILLY AND COMPANY 1.39% 0.79%

MICRON TECHNOLOGY INC 1.72% 0.79%

ABBVIE INC COMMON STOCK 0.72% 0.78%

Only in BBUS

ALPHABET INC-CL A 3.04%

TESLA INC COMMON STOCK 1.60%

JPMORGAN CHASE & CO 1.31%

INTEL CORP COMMON STOCK 0.72%

CATERPILLAR INC COMMON 0.54%

BANK OF AMERICA CORP 0.52%

SPACE EXPLORATION TECHNOLOGIES CORP 0.48%

GENERAL ELECTRIC CO 0.47%

Only in USMV

WASTE CONNECTIONS 1.12%

CBOE GLOBAL MARKETS 0.62%

UNITED THERAPEUTICS 0.42%

NEUROCRINE BIOSCIENCES 0.41%

GEN DIGITAL 0.22%

TRADEWEB MARKETS INC CLASS A 0.15%

SAMSARA CLASS A 0.11%

DOW JONES US REAL ESTATE DEC 26 0.00%

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On the same fields

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

USMV

iShares MSCI USA Min Vol Factor ETF

Where it sits Stock ETF Stock ETF

Issuer JPMorgan iShares

What it is Tracks an index Tracks the MSCI USA Min Vol Factor

Total return, 1 year +16.9% +7.5%

Its benchmark over the same days +16.9% (USPX) not published

Gap to its benchmark 0.0 pts vs USPX not available

Expense ratio 0.02% 0.15%

Already in the S&P 500 96.5% 93.0%

Holdings 470 176

Net assets $9.7bn $23.8bn

BBUS and USMV on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About BBUS

BBUS tracks an index. Over the year to Oct 9, 2026 it returned +16.9% with distributions reinvested, against +16.9% for its benchmark, the Morningstar US Target Market Exposure Index. The prospectus expense ratio is 0.02% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 470 positions, with the top ten at 38.5%.

About USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 9, 2026 it returned +7.5% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 15.1%.

Questions people ask

Which returned more over the last year, BBUS or USMV?: In the year to Oct 9, 2026, with distributions reinvested, BBUS returned +16.9% and USMV +7.5%.
Which is cheaper, BBUS or USMV?: BBUS is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BBUS and USMV overlap with the S&P 500?: By their latest filed holdings, 96% of BBUS and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

BBUS vs SPMO BBUS vs RDVY BBUS vs DFUS BBUS vs OEF BLCR vs USMV IOO vs USMV JQUA vs USMV TCAF vs USMV

BBUS on its own →USMV on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

BBUS filings on SEC EDGAR ↗BBUS prospectus with the expense ratio (SEC) ↗JPMorgan website ↗USMV filings on SEC EDGAR ↗USMV prospectus with the expense ratio (SEC) ↗iShares page for USMV ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.

Cite this pageCitation, APA and Markdown

ETFIQ, BBUS against USMV, data as of Oct 9, 2026. https://etfiq.com/compare/any/bbus-vs-usmv

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.