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 +7.7% compared to +6.2%
BBMC vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$1.90B
DES
$1.90B
Expense Ratio
Winner
BBMC
0.07%
DES
0.38%
Max Drawdown
Winner
BBMC
30.54%
DES
68.10%
Sharpe Ratio
Winner
BBMC
1.70
DES
1.46
5Y Beta
BBMC
1.03
Winner
DES
0.83
P/E Ratio
BBMC
32.42
Winner
DES
21.88
Forward P/E
BBMC
17.30
Winner
DES
13.20
5Y Dividends CAGR
Winner
BBMC
20.05%
DES
6.06%
5Y EPS CAGR
Winner
BBMC
10.04%
DES
8.81%
Debt to Equity
BBMC
40.30%
DES
N/A
P/S Ratio
BBMC
1.71
Winner
DES
1.07
P/B Ratio
BBMC
2.71
Winner
DES
1.66
BBMC vs DES - Holdings Comparison
BBMC and DES have 22 common holdings. Overlap is 1.75%
BBMC's top 25 holdings weight is 16.82%. DES's top 25 holdings weight is 18.09%.
| Rank | BBMC | DES |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.84% | KODIAK GAS SERVICES INC (KGS) - 1.09% |
| #2 | CIENA CORP (CIEN) - 1.36% | TFS FINANCIAL CORP (TFSL) - 1.05% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 1.14% | EPR PROPERTIES (EPR) - 1.05% |
| #4 | COHERENT CORP (COHR) - 1.09% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.95% |
| #5 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.98% | SONOCO PRODUCTS CO (SON) - 0.92% |
| #6 | JABIL INC (JBL) - 0.67% | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% |
| #7 | TAPESTRY INC (TPR) - 0.60% | CAL-MAINE FOODS INC (CALM) - 0.89% |
| #8 | QNITY ELECTRONICS INC (Q) - 0.58% | ARCHROCK INC (AROC) - 0.86% |
| #9 | TECHNIPFMC PLC (n/a) - 0.58% | OUTFRONT MEDIA INC (OUT) - 0.83% |
| #10 | CASEY'S GENERAL STORES INC (CASY) - 0.58% | n/a (CRC) - 0.82% |
| #11 | NATERA INC (NTRA) - 0.55% | n/a (HASI) - 0.78% |
| #12 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% | TRAVEL&LEISURE CO (TNL) - 0.74% |
| #13 | XPO INC (XPO) - 0.53% | AVNET INC (AVT) - 0.71% |
| #14 | CURTISS-WRIGHT CORP (CW) - 0.53% | BUCKLE INC (BKE) - 0.71% |
| #15 | FABRINET (FN) - 0.47% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% |
| #16 | MASTEC INC (MTZ) - 0.47% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 0.46% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #18 | WILLIAMS-SONOMA INC (WSM) - 0.45% | LCI INDUSTRIES INC (LCII) - 0.64% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.45% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.64% |
| #20 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45% | NORTHERN OIL & GAS INC (NOG) - 0.63% |
| #21 | CARLISLE COMPANIES INC (CSL) - 0.30% | KENNAMETAL INC (KMT) - 0.39% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 0.30% | OTTER TAIL CORP (OTTR) - 0.39% |
| #23 | DICK'S SPORTING GOODS INC (DKS) - 0.30% | POWELL INDUSTRIES INC (POWL) - 0.38% |
| #24 | DECKERS OUTDOOR CORP (DECK) - 0.30% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #25 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.29% | NORTHWEST BANCSHARES INC (NWBI) - 0.38% |
| Total Holdings | 519 | 488 |
BBMC vs DES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+6.10%
DES
+3.81%
3M
Winner
BBMC
+4.81%
DES
+3.26%
6M
BBMC
+16.71%
Winner
DES
+18.98%
1Y
Winner
BBMC
+33.94%
DES
+28.33%
5Y(CAGR)
Winner
BBMC
+7.74%
DES
+6.17%
10Y(CAGR)
BBMC
N/A
DES
+8.38%
Max(CAGR)
Winner
BBMC
+17.48%
DES
+7.72%
BBMC vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | DES |
|---|---|---|
| 2026 | +12.01% | +15.52% |
| 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 | +8.08% |
| 2016 | N/A | +33.60% |
| 2015 | N/A | -5.29% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
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 -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current BBMC drawdown is -0.81%. The current DES drawdown is -0.51%.
| Rank | BBMC | DES |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #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 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -9.09% Sep 14, 2012 - Dec 20, 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 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -4.15% Apr 17, 2020 - Apr 27, 2020 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
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 | 0.19% | 0.41% |
| 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% | 2.89% |
| 2016 | 0.00% | 2.70% |
| 2015 | 0.00% | 3.09% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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