Fund comparison · from official SEC filings
BBMC vs VSMAX: how much do they overlap?
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF and VANGUARD SMALL-CAP INDEX FUND
vs
BBMC and VSMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BBMC
VSMAX
C
CIENCIENA CORP
1.43%
0.38%
L
LITELUMENTUM HOLDINGS INC
1.23%
0.35%
C
COHRCOHERENT CORP
1.08%
0.31%
J
JBLJABIL INC
0.65%
0.37%
T
TPRTAPESTRY INC
0.58%
0.40%
C
CASYCASEY'S GENERAL STORES INC
0.57%
0.37%
Q
QQNITY ELECTRONICS INC
0.56%
0.17%
F
FTITECHNIPFMC PLC
0.55%
0.38%
N
NTRANATERA INC
0.54%
0.37%
R
RVMDREVOLUTION MEDICINES INC
0.51%
0.25%
C
CWCURTISS-WRIGHT CORP
0.51%
0.35%
X
XPOXPO INC
0.50%
0.30%
F
FNFABRINET
0.48%
0.26%
M
MTZMASTEC INC
0.46%
0.28%
A
ALBALBEMARLE CORP
0.44%
0.29%
N
NVTNVENT ELECTRIC PLC
0.44%
0.26%
U
UTHRUNITED THERAPEUTICS CORP
0.44%
0.36%
W
WSMWILLIAMS-SONOMA INC
0.41%
0.30%
C
CHRWC.H. ROBINSON WORLDWIDE INC
0.41%
0.27%
W
WWDWOODWARD INC
0.41%
0.30%
A
ATIATI INC
0.40%
0.28%
U
USFDUS FOODS HOLDING CORP
0.39%
0.28%
C
CRSCARPENTER TECHNOLOGY
0.39%
0.26%
B
BWXTBWX TECHNOLOGIES INC
0.38%
0.26%
C
CFCF INDUSTRIES HOLDINGS INC
0.37%
0.28%
Only in BBMC
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
3.86%
S
SNDKSANDISK CORP
2.94%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.93%
R
RDDTREDDIT INC-CL A
0.36%
T
TWTRADEWEB MARKETS INC-CLASS A
0.25%
R
RKTROCKET COS INC-CLASS A
0.25%
?
—CHART INDUSTRIES, INC.
0.18%
A
ALVAUTOLIV INC
0.15%
C
CRSPCRISPR THERAPEUTICS AG
0.09%
L
LEUCENTRUS ENERGY CORP-CLASS A
0.07%
F
FRHCFREEDOM HOLDING CORP/NV
0.05%
L
LBTYALIBERTY GLOBAL LTD-A
0.04%
L
LBTYKLIBERTY GLOBAL LTD-C
0.03%
Only in VSMAX
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
1.41%
E
EMEEMCOR GROUP INC
0.46%
N
NRGNRG ENERGY INC
0.43%
A
ATOATMOS ENERGY CORP
0.42%
E
EXEEXPAND ENERGY CORP
0.37%
F
FTAIFTAI AVIATION LTD
0.35%
F
FIXCOMFORT SYSTEMS USA INC
0.34%
F
FLEXFLEX LTD
0.33%
O
OMCOMNICOM GROUP
0.32%
S
SWSMURFIT WESTROCK PLC
0.29%
S
SOFISOFI TECHNOLOGIES INC
0.28%
E
EQTEQT CORP
0.28%
T
TWLOTWILIO INC - A
0.26%
F
FWONKLIBERTY MEDIA CORP-FORMULA-C
0.26%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.26%
P
PEVERPURE INC-A
0.26%
R
RKLBROCKET LAB CORP
0.25%
B
BEBLOOM ENERGY CORP- A
0.25%
I
ILMNILLUMINA INC
0.25%
E
ENTGENTEGRIS INC
0.25%
R
RBARB GLOBAL INC
0.25%
I
INSMINSMED INC
0.24%
P
PTCPTC INC
0.23%
H
HO1HOLOGIC INC
0.23%
F
FFIVF5 INC
0.23%
Hold BBMC and VSMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.