BBMC vs BGIG
Comparison between JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
BBMC vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$1.90B
Winner
BGIG
$2B
Expense Ratio
Winner
BBMC
0.07%
BGIG
0.45%
Max Drawdown
BBMC
30.54%
Winner
BGIG
14.11%
Sharpe Ratio
BBMC
1.70
Winner
BGIG
1.75
5Y Beta
BBMC
1.03
Winner
BGIG
0.63
P/E Ratio
BBMC
32.42
Winner
BGIG
23.24
Forward P/E
Winner
BBMC
17.30
BGIG
19.50
PEG Ratio
BBMC
N/A
BGIG
0.64
5Y Dividends CAGR
BBMC
20.05%
BGIG
N/A
5Y EPS CAGR
BBMC
10.04%
Winner
BGIG
14.02%
Debt to Equity
BBMC
40.30%
BGIG
N/A
P/S Ratio
Winner
BBMC
1.71
BGIG
2.79
P/B Ratio
Winner
BBMC
2.71
BGIG
4.19
BBMC vs BGIG - Holdings Comparison
BBMC and BGIG have 1 common holdings. Overlap is -0.08%
BBMC's top 25 holdings weight is 16.82%. BGIG's top 25 holdings weight is 70.06%.
| Rank | BBMC | BGIG |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.84% | BROADCOM INC (AVGO) - 5.88% |
| #2 | CIENA CORP (CIEN) - 1.36% | JOHNSON & JOHNSON (JNJ) - 4.83% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 1.14% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | COHERENT CORP (COHR) - 1.09% | ELI LILLY AND CO (LLY) - 3.57% |
| #5 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.98% | THE TRAVELERS COMPANIES INC (TRV) - 3.51% |
| #6 | JABIL INC (JBL) - 0.67% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.37% |
| #7 | TAPESTRY INC (TPR) - 0.60% | WILLIAMS COMPANIES INC (WMB) - 3.27% |
| #8 | QNITY ELECTRONICS INC (Q) - 0.58% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.26% |
| #9 | TECHNIPFMC PLC (n/a) - 0.58% | NEXTERA ENERGY INC (NEE) - 3.02% |
| #10 | CASEY'S GENERAL STORES INC (CASY) - 0.58% | ABBVIE INC (ABBV) - 2.99% |
| #11 | NATERA INC (NTRA) - 0.55% | JPMORGAN CHASE & CO (JPM) - 2.98% |
| #12 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% | UNITEDHEALTH GROUP INC (UNH) - 2.73% |
| #13 | XPO INC (XPO) - 0.53% | CHEVRON CORP (CVX) - 2.47% |
| #14 | CURTISS-WRIGHT CORP (CW) - 0.53% | GENERAL DYNAMICS CORP (GD) - 2.37% |
| #15 | FABRINET (FN) - 0.47% | GARMIN LTD (GRMN) - 2.21% |
| #16 | MASTEC INC (MTZ) - 0.47% | CISCO SYSTEMS INC (CSCO) - 2.20% |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 0.46% | TARGA RESOURCES CORP (TRGP) - 2.16% |
| #18 | WILLIAMS-SONOMA INC (WSM) - 0.45% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.14% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.45% | THE HOME DEPOT INC (HD) - 2.09% |
| #20 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45% | EXXON MOBIL CORP (XOM) - 2.03% |
| #21 | CARLISLE COMPANIES INC (CSL) - 0.30% | DARDEN RESTAURANTS INC (DRI) - 2.01% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 0.30% | PPL CORP (PPL) - 1.79% |
| #23 | DICK'S SPORTING GOODS INC (DKS) - 0.30% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.75% |
| #24 | DECKERS OUTDOOR CORP (DECK) - 0.30% | CORNING INC (GLW) - 1.73% |
| #25 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.29% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.71% |
| Total Holdings | 519 | 52 |
BBMC vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+6.10%
BGIG
+1.53%
3M
Winner
BBMC
+4.81%
BGIG
+1.19%
6M
Winner
BBMC
+16.71%
BGIG
+9.59%
1Y
Winner
BBMC
+33.94%
BGIG
+21.62%
5Y(CAGR)
BBMC
+7.74%
BGIG
N/A
Max(CAGR)
Winner
BBMC
+17.48%
BGIG
+15.86%
BBMC vs BGIG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | BGIG |
|---|---|---|
| 2026 | +12.01% | +6.96% |
| 2025 | +12.44% | +12.53% |
| 2024 | +15.88% | +16.25% |
| 2023 | +19.07% | +4.55% |
| 2022 | -20.05% | N/A |
| 2021 | +19.73% | N/A |
| 2020 | +61.97% | N/A |
BBMC vs BGIG Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current BBMC drawdown is -0.81%. The current BGIG drawdown is -1.34%.
| Rank | BBMC | BGIG |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -1.34% Apr 30, 2026 - May 8, 2026 |
| #15 | -4.15% Apr 17, 2020 - Apr 27, 2020 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between BBMC and BGIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
BBMC vs BGIG dividend yield comparison.
| Year | BBMC | BGIG |
|---|---|---|
| 2026 | 0.19% | 0.60% |
| 2025 | 1.25% | 1.89% |
| 2024 | 1.31% | 2.02% |
| 2023 | 1.36% | 0.78% |
| 2022 | 1.48% | 0.00% |
| 2021 | 0.87% | 0.00% |
| 2020 | 0.69% | 0.00% |
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