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Launched · SEC filings

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

BBMCCboeJ.P. MorganB

$123.51+0.62 (+0.50%)

As of Nov 2, 2026, 3:56 PM ET

B66/ 100

Rank 6 of 13 in US Mid-Cap

B66/100Rank 6 of 13inUS Mid-Cap
Intraday session: up, 75 prints from 122.89 to 123.51. Range 123.51 to 124.62. Use the arrow keys to read each point.123.25123.75124.00124.25124.5010 AM12 PM2 PM4 PM
Expense ratio
0.07%
Fund size
$2.11B
1Y total return
+18.8%
Yield · Last 12 months
1.15%
Holdings
460
Avg volume · 30D
20.4K sh
52W range
low $99.77high $130.07
Launched
Filings
SEC EDGAR

The ETF.net BBMC Grade

B

Score 66 out of 100

Category
US Mid-Cap⁠
Rank
6 of 13
Six-pillar profile for BBMC. Scores out of 100: Cost 67, Risk 46, Mission 100, Tradability 34, Holdings 69, Durability 50. Strongest: Mission (100). Weakest: Tradability (34). Leans toward Mission.

Score 66 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    B67 out of 100
    Rank 5 of 13

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A100 out of 100
    Rank 1 of 11

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    C46 out of 100
    Rank 7 of 13

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    D34 out of 100
    Rank 9 of 13

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B69 out of 100
    Rank 5 of 13

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    C50 out of 100
    Rank 7 of 13

Our read on BBMC

ETF.net Research

In short

BJ.P. Morgan's no-frills mid-cap sleeve: roughly 500 U.S. mid caps for 0.07% a year, less than half the typical fee in its peer group. No tilts, no theme, just the middle of the market at a discount.

Stated mandate

The fund is designed to provide U.S. mid-cap equity exposure through an indexed approach.

Why people hold it

  • 0.07% a year against a 0.15% median across its mid-cap cohort. The fee gap is the whole pitch, and it compounds quietly.
  • Roughly 500 holdings tracking the Morningstar US Mid Cap Target Market Exposure Extended Index: the broad middle of the U.S. market, not a stockpicker's slice.
  • Does one job and stays in its lane. Plain indexed U.S. mid-cap equity, and one of the tightest mandate matches in its peer group.
  • Launched in 2020 and already past the billion-dollar mark, with J.P. Morgan's BetaBuilders index lineup behind it.

Worth knowing

  • Thinly traded next to category giants like VO and SCHM, so bid-ask spreads can run wider, especially in fast-moving markets.
  • Cheap, not cheapest: VO and SCHM sit at 0.03% for similar broad mid-cap exposure.
  • Pure mid cap, so no mega-cap ballast to steady the ride, and income arrives quarterly rather than monthly.

BBMC Performance

Launched Apr 14, 2020

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.
BBMC$11,875
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. BBMC $11,875. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000$12,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for BBMC. Periods over one year show the average yearly return.
PeriodBBMC
Year to date+16.1%
1 month+2.1%
3 months−0.6%
1 year+18.8%
3 yearsper year+21.6%
5 yearsper year+7.0%
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for BBMC
YearReturn barBBMC
2026 YTD+16.1%
2025+12.2%
2024+15.2%
2023+18.4%
2022−19.8%
2021+17.6%
2020+62.0%

History from Apr 15, 2020

BBMC in the news

BBMC Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
1.15%Last 12 months
Payout per share
$1.41Last 12 months
Last payment
$0.36 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2020–2026

One bar per payment. 27 payments from 2020 to 2026 YTD. Jun 23, 2020 $0.09; Sep 22, 2020 $0.18; Dec 22, 2020 $0.25; Dec 30, 2020 $0.01; Mar 23, 2021 $0.08; Jun 22, 2021 $0.18; Sep 21, 2021 $0.20; Dec 21, 2021 $0.33; Mar 22, 2022 $0.13; Jun 21, 2022 $0.23; Sep 20, 2022 $0.29; Dec 20, 2022 $0.42; Mar 21, 2023 $0.18; Jun 20, 2023 $0.27; Sep 19, 2023 $0.28; Dec 19, 2023 $0.42; Mar 19, 2024 $0.16; Jun 25, 2024 $0.29; Sep 24, 2024 $0.27; Dec 24, 2024 $0.53; Mar 25, 2025 $0.20; Jun 24, 2025 $0.28; Sep 23, 2025 $0.36; Dec 23, 2025 $0.49; Mar 24, 2026 $0.23; Jun 23, 2026 $0.33; Sep 22, 2026 $0.36. Use the arrow keys to read each point.2020202120222023202420252026YTD
Ex-datePay dateAmount per share
Sep 22, 2026Sep 24, 2026$0.36
Jun 23, 2026Jun 25, 2026$0.33
Mar 24, 2026Mar 26, 2026$0.23
Dec 23, 2025Dec 26, 2025$0.49
Sep 23, 2025Sep 25, 2025$0.36
Jun 24, 2025Jun 26, 2025$0.28
Mar 25, 2025Mar 27, 2025$0.20
Dec 24, 2024Dec 27, 2024$0.53
Sep 24, 2024Sep 26, 2024$0.27
Jun 25, 2024Jun 27, 2024$0.29
Mar 19, 2024Mar 22, 2024$0.16
Dec 19, 2023Dec 22, 2023$0.42

See all 27 payments⁠

$10,000 in BBMC 5 years ago paid $624 in dividends.⁠

BBMC Risk

Risk pillarC46 out of 100Rank 7 of 13 in US Mid-Cap
How much the fund’s monthly returns vary, scaled to a year.
16.2%
Annualised · 36 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.02
vs 3-month T-bills · to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−30.1%
Trough Jun 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.10
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

BBMC Cost

Compare BBMC and VO

Overpaying vs VO, tied cheapest in US Mid-Cap

$842

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BBMC 0.07%

    $1,480

  • VO 0.03% Tied cheapest

    $638

$10,000
30 years

Cost over time

  • BBMC 0.07%
  • VO 0.03%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$500$1K$1.5K051015202530BBMC $1,480VO $638

Year by year

YearBBMCVOOverpaying
10$128$55$73
20$503$216$287
30$1,480$638$842

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