BBMC vs XSOE
Comparison between JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF) and WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF).
5-Year PerformanceBBMC has outperformed XSOE, delivering a return of +8.3% compared to +5.3%
BBMC vs XSOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBMC
$2B
XSOE
$2B
Expense Ratio
Winner
BBMC
0.07%
XSOE
0.32%
Max Drawdown
Winner
BBMC
30.54%
XSOE
47.21%
Sharpe Ratio
BBMC
1.64
Winner
XSOE
2.24
5Y Beta
BBMC
1.03
Winner
XSOE
0.79
P/E Ratio
BBMC
34.52
XSOE
N/A
Forward P/E
BBMC
17.40
XSOE
N/A
5Y Dividends CAGR
Winner
BBMC
20.05%
XSOE
9.13%
5Y EPS CAGR
BBMC
10.27%
XSOE
N/A
Debt to Equity
BBMC
40.53%
XSOE
N/A
P/S Ratio
BBMC
1.74
XSOE
N/A
P/B Ratio
BBMC
2.86
XSOE
N/A
BBMC vs XSOE - Holdings Comparison
BBMC and XSOE have 1 common holdings. Overlap is -0.08%
BBMC's top 25 holdings weight is 19.09%. XSOE's top 25 holdings weight is 40.93%.
| Rank | BBMC | XSOE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.87% | n/a (n/a) - 13.25% |
| #2 | CIENA CORP (CIEN) - 1.52% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.99% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 1.40% | SK HYNIX INC (n/a) - 3.73% |
| #4 | COHERENT CORP (COHR) - 1.17% | TENCENT HOLDINGS LTD (n/a) - 3.06% |
| #5 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.97% | n/a (n/a) - 2.56% |
| #6 | JABIL INC (JBL) - 0.66% | AL RAJHI BANK (n/a) - 1.23% |
| #7 | CASEY'S GENERAL STORES INC (CASY) - 0.62% | MEDIATEK INC (n/a) - 1.00% |
| #8 | QNITY ELECTRONICS INC (Q) - 0.60% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.95% |
| #9 | TAPESTRY INC (TPR) - 0.58% | HDFC BANK LTD (n/a) - 0.93% |
| #10 | TECHNIPFMC PLC (n/a) - 0.57% | DELTA ELECTRONICS INC (n/a) - 0.92% |
| #11 | NATERA INC (NTRA) - 0.55% | MERCADOLIBRE INC (MELI) - 0.82% |
| #12 | NVENT ELECTRIC PLC (NVT) - 0.54% | n/a (n/a) - 0.74% |
| #13 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% |
| #14 | CURTISS-WRIGHT CORP (CW) - 0.53% | ICICI BANK LTD ADR (IBN) - 0.66% |
| #15 | MASTEC INC (MTZ) - 0.53% | PDD HOLDINGS INC ADR (PDD) - 0.64% |
| #16 | XPO INC (XPO) - 0.48% | BHARTI AIRTEL LTD (n/a) - 0.57% |
| #17 | STERLING INFRASTRUCTURE INC (STRL) - 0.48% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.52% |
| #18 | FABRINET (FN) - 0.47% | XIAOMI CORP CLASS B (n/a) - 0.51% |
| #19 | ALBEMARLE CORP (ALB) - 0.45% | MEITUAN CLASS B (n/a) - 0.48% |
| #20 | UNITED THERAPEUTICS CORP (UTHR) - 0.45% | n/a (n/a) - 0.47% |
| #21 | REDDIT INC CLASS A SHARES (RDDT) - 0.43% | n/a (n/a) - 0.25% |
| #22 | WOODWARD INC (WWD) - 0.43% | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.25% |
| #23 | CARPENTER TECHNOLOGY CORP (CRS) - 0.42% | HANA FINANCIAL GROUP INC (n/a) - 0.24% |
| #24 | WILLIAMS-SONOMA INC (WSM) - 0.42% | POSCO HOLDINGS INC (n/a) - 0.23% |
| #25 | ATI INC (ATI) - 0.41% | KOTAK MAHINDRA BANK LTD (n/a) - 0.22% |
| Total Holdings | 558 | 808 |
BBMC vs XSOE - Historical Returns
Returns include dividend reinvestment.
1M
BBMC
+6.65%
Winner
XSOE
+12.54%
3M
BBMC
+5.46%
Winner
XSOE
+11.23%
6M
BBMC
+15.88%
Winner
XSOE
+23.87%
1Y
BBMC
+29.96%
Winner
XSOE
+49.55%
5Y(CAGR)
Winner
BBMC
+8.31%
XSOE
+5.28%
10Y(CAGR)
BBMC
N/A
XSOE
+10.13%
Max(CAGR)
Winner
BBMC
+17.54%
XSOE
+7.93%
BBMC vs XSOE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BBMC | XSOE |
|---|---|---|
| 2026 | +12.47% | +20.51% |
| 2025 | +12.44% | +30.05% |
| 2024 | +15.88% | +8.65% |
| 2023 | +19.07% | +9.13% |
| 2022 | -20.05% | -26.15% |
| 2021 | +19.73% | -6.70% |
| 2020 | +61.97% | +26.34% |
| 2019 | N/A | +25.07% |
| 2018 | N/A | -20.54% |
| 2017 | N/A | +49.23% |
| 2016 | N/A | +6.66% |
| 2015 | N/A | -11.84% |
| 2014 | N/A | +0.33% |
BBMC vs XSOE Drawdown Comparison
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The current BBMC drawdown is -0.40%.
| Rank | BBMC | XSOE |
|---|---|---|
| #1 | -30.12% Nov 8, 2021 - Sep 19, 2024 | -45.25% Feb 16, 2021 - Jan 22, 2026 |
| #2 | -24.18% Nov 25, 2024 - Aug 28, 2025 | -35.05% Jan 26, 2018 - Aug 5, 2020 |
| #3 | -9.94% Jun 8, 2020 - Aug 5, 2020 | -31.24% Apr 28, 2015 - May 9, 2017 |
| #4 | -9.75% Feb 26, 2026 - Apr 16, 2026 | -13.31% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -7.55% Sep 2, 2020 - Oct 5, 2020 | -6.06% Jan 22, 2015 - Apr 2, 2015 |
| #6 | -7.21% Apr 29, 2020 - May 20, 2020 | -5.54% Nov 22, 2017 - Jan 2, 2018 |
| #7 | -7.05% Apr 27, 2021 - Jun 25, 2021 | -5.52% Aug 28, 2020 - Oct 8, 2020 |
| #8 | -6.71% Mar 15, 2021 - Apr 16, 2021 | -5.48% Jan 25, 2021 - Feb 5, 2021 |
| #9 | -6.62% Jun 25, 2021 - Aug 27, 2021 | -4.10% Dec 10, 2014 - Dec 22, 2014 |
| #10 | -6.45% Oct 27, 2025 - Nov 28, 2025 | -4.09% Dec 26, 2014 - Jan 20, 2015 |
| #11 | -6.27% Feb 12, 2021 - Mar 12, 2021 | -3.41% Sep 19, 2017 - Oct 10, 2017 |
| #12 | -6.13% Oct 12, 2020 - Nov 5, 2020 | -3.41% Jan 28, 2026 - Feb 10, 2026 |
| #13 | -5.49% Jan 20, 2021 - Feb 5, 2021 | -3.37% Aug 8, 2017 - Aug 23, 2017 |
| #14 | -4.82% Sep 2, 2021 - Oct 19, 2021 | -2.99% Oct 12, 2020 - Nov 4, 2020 |
| #15 | -4.15% Apr 17, 2020 - Apr 27, 2020 | -2.59% Aug 6, 2020 - Aug 25, 2020 |
Correlation
Correlation between BBMC and XSOE is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2014 - 2026)
BBMC vs XSOE dividend yield comparison.
| Year | BBMC | XSOE |
|---|---|---|
| 2026 | 0.19% | 0.10% |
| 2025 | 1.25% | 1.50% |
| 2024 | 1.31% | 1.44% |
| 2023 | 1.36% | 1.78% |
| 2022 | 1.48% | 2.53% |
| 2021 | 0.87% | 1.36% |
| 2020 | 0.69% | 1.02% |
| 2019 | 0.00% | 2.01% |
| 2018 | 0.00% | 1.56% |
| 2017 | 0.00% | 0.65% |
| 2016 | 0.00% | 1.43% |
| 2015 | 0.00% | 3.93% |
| 2014 | 0.00% | 0.21% |
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