BBMC vs FIDU
Comparison between JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF) and FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF).
5-Year PerformanceFIDU has outperformed BBMC, delivering a return of +13.2% compared to +8.1%
BBMC vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$2.10B
FIDU
$2.10B
Expense Ratio
Winner
BBMC
0.07%
FIDU
0.08%
Max Drawdown
Winner
BBMC
30.54%
FIDU
42.69%
Sharpe Ratio
Winner
BBMC
1.54
FIDU
1.26
5Y Beta
BBMC
1.04
Winner
FIDU
0.96
P/E Ratio
Winner
BBMC
34.04
FIDU
34.82
Forward P/E
Winner
BBMC
17.60
FIDU
25.66
5Y Dividends CAGR
Winner
BBMC
20.05%
FIDU
7.96%
5Y EPS CAGR
BBMC
10.92%
Winner
FIDU
12.43%
Debt to Equity
Winner
BBMC
30.99%
FIDU
68.49%
P/S Ratio
Winner
BBMC
1.75
FIDU
2.88
P/B Ratio
Winner
BBMC
2.83
FIDU
6.34
BBMC vs FIDU - Holdings Comparison
BBMC and FIDU have 101 common holdings. Overlap is 11.41%
BBMC's top 25 holdings weight is 19.51%. FIDU's top 25 holdings weight is 50.85%.
| Rank | BBMC | FIDU |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.56% | CATERPILLAR INC (CAT) - 5.83% |
| #2 | CIENA CORP (CIEN) - 1.69% | GE AEROSPACE (GE) - 4.91% |
| #3 | COHERENT CORP (COHR) - 1.43% | GE VERNOVA INC (GEV) - 3.71% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 1.39% | RTX CORP (RTX) - 3.40% |
| #5 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% | BOEING CO (BA) - 2.42% |
| #6 | JABIL INC (JBL) - 0.71% | UNION PACIFIC CORP (UNP) - 2.26% |
| #7 | QNITY ELECTRONICS INC (Q) - 0.62% | EATON CORP PLC (ETN) - 2.25% |
| #8 | TAPESTRY INC (TPR) - 0.55% | HONEYWELL INTERNATIONAL INC (HON) - 2.18% |
| #9 | NATERA INC (NTRA) - 0.55% | DEERE & CO (DE) - 1.91% |
| #10 | n/a (ASTS) - 0.54% | UBER TECHNOLOGIES INC (UBER) - 1.90% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.70% |
| #12 | NVENT ELECTRIC PLC (NVT) - 0.53% | LOCKHEED MARTIN CORP (LMT) - 1.55% |
| #13 | CASEY'S GENERAL STORES INC (CASY) - 0.52% | PARKER HANNIFIN CORP (PH) - 1.50% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.51% | QUANTA SERVICES INC (PWR) - 1.49% |
| #15 | CURTISS-WRIGHT CORP (CW) - 0.51% | HOWMET AEROSPACE INC (HWM) - 1.48% |
| #16 | TECHNIPFMC PLC (n/a) - 0.50% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.44% |
| #17 | XPO INC (XPO) - 0.49% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.36% |
| #18 | FABRINET (FN) - 0.49% | CUMMINS INC (CMI) - 1.29% |
| #19 | IONQ INC CLASS A (IONQ) - 0.48% | CSX CORP (CSX) - 1.24% |
| #20 | WILLIAMS-SONOMA INC (WSM) - 0.46% | WASTE MANAGEMENT INC (WM) - 1.24% |
| #21 | BORGWARNER INC (BWA) - 0.29% | n/a (JCI) - 1.19% |
| #22 | IDEX CORP (IEX) - 0.29% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.17% |
| #23 | NORDSON CORP (NDSN) - 0.28% | 3M CO (MMM) - 1.15% |
| #24 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.28% | EMERSON ELECTRIC CO (EMR) - 1.15% |
| #25 | MUELLER INDUSTRIES INC (MLI) - 0.28% | GENERAL DYNAMICS CORP (GD) - 1.13% |
| Total Holdings | 518 | 364 |
BBMC vs FIDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBMC
+4.12%
FIDU
+0.94%
3M
Winner
BBMC
+16.03%
FIDU
+8.09%
6M
Winner
BBMC
+16.20%
FIDU
+14.59%
1Y
Winner
BBMC
+32.62%
FIDU
+27.15%
5Y(CAGR)
BBMC
+8.15%
Winner
FIDU
+13.23%
10Y(CAGR)
BBMC
N/A
FIDU
+14.44%
Max(CAGR)
Winner
BBMC
+17.86%
FIDU
+12.74%
BBMC vs FIDU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | FIDU |
|---|---|---|
| 2026 | +15.99% | +13.38% |
| 2025 | +12.44% | +19.17% |
| 2024 | +15.88% | +17.74% |
| 2023 | +19.07% | +22.28% |
| 2022 | -20.05% | -7.83% |
| 2021 | +19.73% | +23.98% |
| 2020 | +61.97% | +11.93% |
| 2019 | N/A | +30.46% |
| 2018 | N/A | -14.44% |
| 2017 | N/A | +21.32% |
| 2016 | N/A | +22.33% |
| 2015 | N/A | -3.22% |
| 2014 | N/A | +8.05% |
| 2013 | N/A | +7.91% |
BBMC vs FIDU Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current FIDU drawdown is -0.62%.
| Rank | BBMC | FIDU |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -42.29% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -24.52% Sep 21, 2018 - Jul 16, 2019 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -22.86% Nov 16, 2021 - Jun 29, 2023 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -20.53% Nov 29, 2024 - Jun 26, 2025 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -16.19% Mar 2, 2015 - Apr 26, 2016 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -12.97% Aug 1, 2023 - Dec 11, 2023 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -12.23% Mar 2, 2026 - May 6, 2026 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -11.25% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -11.11% Jan 26, 2018 - Sep 18, 2018 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -7.70% Jul 24, 2019 - Sep 13, 2019 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -7.31% Jan 15, 2014 - Mar 4, 2014 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -6.60% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -6.54% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -6.38% Aug 11, 2021 - Oct 21, 2021 |
| #15 | -4.22% May 6, 2026 - May 26, 2026 | -6.37% Jan 12, 2021 - Feb 9, 2021 |
Correlation
Correlation between BBMC and FIDU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
BBMC vs FIDU dividend yield comparison.
| Year | BBMC | FIDU |
|---|---|---|
| 2026 | 0.18% | 0.28% |
| 2025 | 1.25% | 1.02% |
| 2024 | 1.31% | 1.42% |
| 2023 | 1.36% | 1.42% |
| 2022 | 1.48% | 1.48% |
| 2021 | 0.87% | 1.12% |
| 2020 | 0.69% | 1.28% |
| 2019 | 0.00% | 1.73% |
| 2018 | 0.00% | 1.99% |
| 2017 | 0.00% | 1.60% |
| 2016 | 0.00% | 1.63% |
| 2015 | 0.00% | 1.98% |
| 2014 | 0.00% | 1.55% |
| 2013 | 0.00% | 0.31% |
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