BBMC vs DES
Comparison between JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceBBMC has outperformed DES, delivering a return of +8.3% compared to +7.4%
BBMC vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$2.10B
DES
$2.10B
Expense Ratio
Winner
BBMC
0.07%
DES
0.38%
Max Drawdown
Winner
BBMC
30.54%
DES
68.10%
Sharpe Ratio
Winner
BBMC
1.54
DES
1.50
5Y Beta
BBMC
1.04
Winner
DES
0.82
P/E Ratio
BBMC
32.85
Winner
DES
22.32
Forward P/E
BBMC
17.69
Winner
DES
13.58
5Y Dividends CAGR
Winner
BBMC
15.89%
DES
5.94%
5Y EPS CAGR
Winner
BBMC
11.40%
DES
7.13%
Debt to Equity
BBMC
30.55%
DES
N/A
P/S Ratio
BBMC
1.78
Winner
DES
1.06
P/B Ratio
BBMC
2.84
Winner
DES
1.79
BBMC vs DES - Holdings Comparison
BBMC and DES have 31 common holdings. Overlap is 2.37%
BBMC's top 25 holdings weight is 19.61%. DES's top 25 holdings weight is 19.11%.
| Rank | BBMC | DES |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 5.25% | TFS FINANCIAL CORP (TFSL) - 1.13% |
| #2 | COHERENT CORP (COHR) - 1.27% | KODIAK GAS SERVICES INC (KGS) - 1.09% |
| #3 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.24% | EPR PROPERTIES (EPR) - 1.07% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 1.18% | SONOCO PRODUCTS CO (SON) - 0.93% |
| #5 | CIENA CORP (CIEN) - 1.15% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.91% |
| #6 | JABIL INC (JBL) - 0.71% | CAL-MAINE FOODS INC (CALM) - 0.90% |
| #7 | QNITY ELECTRONICS INC (Q) - 0.60% | TRAVEL&LEISURE CO (TNL) - 0.87% |
| #8 | CASEY'S GENERAL STORES INC (CASY) - 0.60% | OUTFRONT MEDIA INC (OUT) - 0.85% |
| #9 | TAPESTRY INC (TPR) - 0.58% | AVNET INC (AVT) - 0.81% |
| #10 | NATERA INC (NTRA) - 0.56% | ARCHROCK INC (AROC) - 0.81% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% |
| #12 | CURTISS-WRIGHT CORP (CW) - 0.53% | FIRST BANCORP (FBP) - 0.75% |
| #13 | NVENT ELECTRIC PLC (NVT) - 0.51% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.75% |
| #14 | WILLIAMS-SONOMA INC (WSM) - 0.51% | n/a (HASI) - 0.72% |
| #15 | CARPENTER TECHNOLOGY CORP (CRS) - 0.50% | n/a (CRC) - 0.68% |
| #16 | ATI INC (ATI) - 0.50% | BATH & BODY WORKS INC (BBWI) - 0.66% |
| #17 | STERLING INFRASTRUCTURE INC (STRL) - 0.49% | AMERICOLD REALTY TRUST INC (COLD) - 0.65% |
| #18 | XPO INC (XPO) - 0.48% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.64% |
| #19 | TECHNIPFMC PLC (n/a) - 0.48% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.64% |
| #20 | WOODWARD INC (WWD) - 0.47% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.64% |
| #21 | NORDSON CORP (NDSN) - 0.29% | AVISTA CORP (AVA) - 0.59% |
| #22 | DECKERS OUTDOOR CORP (DECK) - 0.29% | POLARIS INC (PII) - 0.58% |
| #23 | BORGWARNER INC (BWA) - 0.29% | BUCKLE INC (BKE) - 0.56% |
| #24 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.29% | n/a (MCHB) - 0.55% |
| #25 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.29% | PBF ENERGY INC CLASS A (PBF) - 0.55% |
| Total Holdings | 517 | 521 |
BBMC vs DES - Historical Returns
Returns include dividend reinvestment.
1M
BBMC
+3.07%
Winner
DES
+3.24%
3M
Winner
BBMC
+15.21%
DES
+12.36%
6M
BBMC
+14.79%
Winner
DES
+18.13%
1Y
Winner
BBMC
+31.59%
DES
+28.96%
5Y(CAGR)
Winner
BBMC
+8.25%
DES
+7.42%
10Y(CAGR)
BBMC
N/A
DES
+9.08%
Max(CAGR)
Winner
BBMC
+17.69%
DES
+12.16%
BBMC vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | DES |
|---|---|---|
| 2026 | +15.53% | +18.74% |
| 2025 | +12.44% | +0.96% |
| 2024 | +15.88% | +9.71% |
| 2023 | +19.07% | +16.28% |
| 2022 | -20.05% | -11.65% |
| 2021 | +19.73% | +27.88% |
| 2020 | +61.97% | -3.69% |
| 2019 | N/A | +19.33% |
| 2018 | N/A | -13.42% |
| 2017 | N/A | +13.44% |
| 2016 | N/A | +42.07% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | +15.15% |
| 2013 | N/A | +40.32% |
| 2012 | N/A | +26.09% |
| 2011 | N/A | +3.09% |
| 2010 | N/A | +34.43% |
| 2009 | N/A | +30.88% |
| 2008 | N/A | -19.68% |
| 2007 | N/A | -6.72% |
| 2006 | N/A | +20.76% |
BBMC vs DES Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for DES was -59.89%, occurring on Mar 9, 2009. Recovery took 673 trading sessions.
The current BBMC drawdown is -1.39%. The current DES drawdown is -0.97%.
| Rank | BBMC | DES |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -59.89% Jul 5, 2007 - Mar 8, 2010 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -21.37% Jul 7, 2011 - Jan 18, 2012 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -16.52% Jun 23, 2015 - Mar 18, 2016 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -15.96% Apr 29, 2010 - Oct 13, 2010 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -9.15% Apr 2, 2012 - Jun 29, 2012 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -8.34% Sep 24, 2012 - Dec 17, 2012 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -8.14% Jul 1, 2014 - Oct 28, 2014 |
| #15 | -4.22% May 6, 2026 - May 26, 2026 | -7.94% Apr 28, 2011 - Jul 1, 2011 |
Correlation
Correlation between BBMC and DES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
BBMC vs DES dividend yield comparison.
| Year | BBMC | DES |
|---|---|---|
| 2026 | 0.45% | 0.54% |
| 2025 | 1.25% | 2.85% |
| 2024 | 1.31% | 2.81% |
| 2023 | 1.36% | 2.65% |
| 2022 | 1.48% | 2.89% |
| 2021 | 0.87% | 2.31% |
| 2020 | 0.69% | 2.75% |
| 2019 | 0.00% | 2.68% |
| 2018 | 0.00% | 3.65% |
| 2017 | 0.00% | 7.41% |
| 2016 | 0.00% | 8.09% |
| 2015 | 0.00% | 9.28% |
| 2014 | 0.00% | 8.04% |
| 2013 | 0.00% | 7.33% |
| 2012 | 0.00% | 12.11% |
| 2011 | 0.00% | 10.15% |
| 2010 | 0.00% | 10.71% |
| 2009 | 0.00% | 10.80% |
| 2008 | 0.00% | 18.27% |
| 2007 | 0.00% | 11.35% |
| 2006 | 0.00% | 5.46% |
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