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
$2.10B
BGIG
$2.10B
Expense Ratio
Winner
BBMC
0.07%
BGIG
0.45%
Max Drawdown
BBMC
30.54%
Winner
BGIG
14.11%
Sharpe Ratio
BBMC
1.54
Winner
BGIG
1.72
5Y Beta
BBMC
1.04
Winner
BGIG
0.61
P/E Ratio
BBMC
32.85
Winner
BGIG
24.37
Forward P/E
Winner
BBMC
17.69
BGIG
19.51
PEG Ratio
BBMC
N/A
BGIG
0.67
5Y Dividends CAGR
BBMC
15.89%
BGIG
N/A
5Y EPS CAGR
BBMC
11.40%
Winner
BGIG
13.27%
Debt to Equity
BBMC
30.55%
BGIG
N/A
P/S Ratio
Winner
BBMC
1.78
BGIG
2.73
P/B Ratio
Winner
BBMC
2.84
BGIG
4.12
BBMC vs BGIG - Holdings Comparison
BBMC and BGIG have 2 common holdings. Overlap is 0.24%
BBMC's top 25 holdings weight is 19.61%. BGIG's top 25 holdings weight is 71.36%.
| Rank | BBMC | BGIG |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 5.25% | BROADCOM INC (AVGO) - 4.90% |
| #2 | COHERENT CORP (COHR) - 1.27% | UNITEDHEALTH GROUP INC (UNH) - 4.80% |
| #3 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.24% | ELI LILLY AND CO (LLY) - 4.20% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 1.18% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.96% |
| #5 | CIENA CORP (CIEN) - 1.15% | JOHNSON & JOHNSON (JNJ) - 3.77% |
| #6 | JABIL INC (JBL) - 0.71% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.65% |
| #7 | QNITY ELECTRONICS INC (Q) - 0.60% | MICROSOFT CORP (MSFT) - 3.62% |
| #8 | CASEY'S GENERAL STORES INC (CASY) - 0.60% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.52% |
| #9 | TAPESTRY INC (TPR) - 0.58% | WILLIAMS COMPANIES INC (WMB) - 3.17% |
| #10 | NATERA INC (NTRA) - 0.56% | ABBVIE INC (ABBV) - 3.14% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% | JPMORGAN CHASE & CO (JPM) - 3.03% |
| #12 | CURTISS-WRIGHT CORP (CW) - 0.53% | CISCO SYSTEMS INC (CSCO) - 2.88% |
| #13 | NVENT ELECTRIC PLC (NVT) - 0.51% | GENERAL DYNAMICS CORP (GD) - 2.51% |
| #14 | WILLIAMS-SONOMA INC (WSM) - 0.51% | THE TRAVELERS COMPANIES INC (TRV) - 2.45% |
| #15 | CARPENTER TECHNOLOGY CORP (CRS) - 0.50% | CHEVRON CORP (CVX) - 2.34% |
| #16 | ATI INC (ATI) - 0.50% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.34% |
| #17 | STERLING INFRASTRUCTURE INC (STRL) - 0.49% | NEXTERA ENERGY INC (NEE) - 2.23% |
| #18 | XPO INC (XPO) - 0.48% | CUMMINS INC (CMI) - 2.03% |
| #19 | TECHNIPFMC PLC (n/a) - 0.48% | DARDEN RESTAURANTS INC (DRI) - 2.01% |
| #20 | WOODWARD INC (WWD) - 0.47% | THE HOME DEPOT INC (HD) - 1.93% |
| #21 | NORDSON CORP (NDSN) - 0.29% | GARMIN LTD (GRMN) - 1.89% |
| #22 | DECKERS OUTDOOR CORP (DECK) - 0.29% | WEC ENERGY GROUP INC (WEC) - 1.84% |
| #23 | BORGWARNER INC (BWA) - 0.29% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.79% |
| #24 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.29% | PROCTER & GAMBLE CO (PG) - 1.70% |
| #25 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.29% | TARGA RESOURCES CORP (TRGP) - 1.66% |
| Total Holdings | 517 | 53 |
BBMC vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+3.07%
BGIG
-0.02%
3M
Winner
BBMC
+15.21%
BGIG
+7.51%
6M
Winner
BBMC
+14.79%
BGIG
+9.82%
1Y
Winner
BBMC
+31.59%
BGIG
+19.97%
5Y(CAGR)
BBMC
+8.25%
BGIG
N/A
Max(CAGR)
Winner
BBMC
+17.69%
BGIG
+16.13%
BBMC vs BGIG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | BGIG |
|---|---|---|
| 2026 | +15.53% | +9.66% |
| 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 -1.39%. The current BGIG drawdown is -0.65%.
| 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 14, 2026 |
| #15 | -4.22% May 6, 2026 - May 26, 2026 | -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 | 0.45% | 0.73% |
| 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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