BBMC vs EPP
Comparison between JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceBBMC has outperformed EPP, delivering a return of +8.3% compared to +4.8%
BBMC vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$2.10B
EPP
$2.10B
Expense Ratio
Winner
BBMC
0.07%
EPP
0.47%
Max Drawdown
Winner
BBMC
30.54%
EPP
67.70%
Sharpe Ratio
Winner
BBMC
1.54
EPP
0.73
5Y Beta
BBMC
1.04
Winner
EPP
0.77
P/E Ratio
BBMC
34.04
EPP
N/A
Forward P/E
BBMC
17.60
EPP
N/A
5Y Dividends CAGR
Winner
BBMC
20.05%
EPP
9.78%
5Y EPS CAGR
BBMC
10.92%
EPP
N/A
Debt to Equity
BBMC
30.99%
EPP
N/A
P/S Ratio
BBMC
1.75
EPP
N/A
P/B Ratio
BBMC
2.83
EPP
N/A
BBMC vs EPP - Holdings Comparison
BBMC and EPP have 1 common holdings. Overlap is -0.87%
BBMC's top 25 holdings weight is 19.51%. EPP's top 25 holdings weight is 69.88%.
| Rank | BBMC | EPP |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.56% | BHP GROUP LTD (n/a) - 10.10% |
| #2 | CIENA CORP (CIEN) - 1.69% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.68% |
| #3 | COHERENT CORP (COHR) - 1.43% | AIA GROUP LTD (n/a) - 4.89% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 1.39% | DBS GROUP HOLDINGS LTD (n/a) - 4.51% |
| #5 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% | WESTPAC BANKING CORP (n/a) - 3.93% |
| #6 | JABIL INC (JBL) - 0.71% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.64% |
| #7 | QNITY ELECTRONICS INC (Q) - 0.62% | ANZ GROUP HOLDINGS LTD (n/a) - 3.35% |
| #8 | TAPESTRY INC (TPR) - 0.55% | WESFARMERS LTD (n/a) - 2.88% |
| #9 | NATERA INC (NTRA) - 0.55% | MACQUARIE GROUP LTD (n/a) - 2.76% |
| #10 | n/a (ASTS) - 0.54% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.67% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% |
| #12 | NVENT ELECTRIC PLC (NVT) - 0.53% | RIO TINTO LTD (n/a) - 2.23% |
| #13 | CASEY'S GENERAL STORES INC (CASY) - 0.52% | GOODMAN GROUP (n/a) - 2.01% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.51% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.84% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.51% | SEA LTD ADR (SE) - 1.59% |
| #16 | TECHNIPFMC PLC (n/a) - 0.50% | UNITED OVERSEAS BANK LTD (n/a) - 1.59% |
| #17 | XPO INC (XPO) - 0.49% | TRANSURBAN GROUP (n/a) - 1.46% |
| #18 | FABRINET (FN) - 0.49% | CSL LTD (n/a) - 1.45% |
| #19 | IONQ INC CLASS A (IONQ) - 0.48% | WOOLWORTHS GROUP LTD (n/a) - 1.36% |
| #20 | WILLIAMS-SONOMA INC (WSM) - 0.46% | FORTESCUE LTD (n/a) - 1.16% |
| #21 | BORGWARNER INC (BWA) - 0.29% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.12% |
| #22 | IDEX CORP (IEX) - 0.29% | QBE INSURANCE GROUP LTD (n/a) - 1.07% |
| #23 | NORDSON CORP (NDSN) - 0.28% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.06% |
| #24 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.28% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #25 | MUELLER INDUSTRIES INC (MLI) - 0.28% | SUN HUNG KAI PROPERTIES LTD (n/a) - 0.97% |
| Total Holdings | 518 | 110 |
BBMC vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+5.12%
EPP
-0.63%
3M
Winner
BBMC
+12.79%
EPP
+0.87%
6M
Winner
BBMC
+16.63%
EPP
+10.86%
1Y
Winner
BBMC
+32.50%
EPP
+15.76%
5Y(CAGR)
Winner
BBMC
+8.31%
EPP
+4.83%
10Y(CAGR)
BBMC
N/A
EPP
+7.80%
Max(CAGR)
Winner
BBMC
+17.59%
EPP
+8.91%
BBMC vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | EPP |
|---|---|---|
| 2026 | +14.61% | +7.09% |
| 2025 | +12.44% | +19.75% |
| 2024 | +15.88% | +6.00% |
| 2023 | +19.07% | +6.11% |
| 2022 | -20.05% | -6.79% |
| 2021 | +19.73% | +3.86% |
| 2020 | +61.97% | +4.97% |
| 2019 | N/A | +19.27% |
| 2018 | N/A | -11.62% |
| 2017 | N/A | +24.09% |
| 2016 | N/A | +9.01% |
| 2015 | N/A | -8.36% |
| 2014 | N/A | -1.03% |
| 2013 | N/A | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -14.42% |
| 2010 | N/A | +13.87% |
| 2009 | N/A | +62.26% |
| 2008 | N/A | -47.31% |
| 2007 | N/A | +29.17% |
| 2006 | N/A | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
BBMC vs EPP Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current BBMC drawdown is -2.18%. The current EPP drawdown is -3.72%.
| Rank | BBMC | EPP |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -4.22% May 6, 2026 - May 26, 2026 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between BBMC and EPP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
BBMC vs EPP dividend yield comparison.
| Year | BBMC | EPP |
|---|---|---|
| 2026 | 0.18% | 1.53% |
| 2025 | 1.25% | 3.77% |
| 2024 | 1.31% | 3.81% |
| 2023 | 1.36% | 4.10% |
| 2022 | 1.48% | 4.37% |
| 2021 | 0.87% | 4.58% |
| 2020 | 0.69% | 2.28% |
| 2019 | 0.00% | 3.89% |
| 2018 | 0.00% | 5.00% |
| 2017 | 0.00% | 4.15% |
| 2016 | 0.00% | 3.96% |
| 2015 | 0.00% | 4.90% |
| 2014 | 0.00% | 4.33% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 4.41% |
| 2010 | 0.00% | 3.30% |
| 2009 | 0.00% | 3.45% |
| 2008 | 0.00% | 2.39% |
| 2007 | 0.00% | 4.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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