FWD vs BBMC
Comparison between AB DISRUPTORS ETF (FWD, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).
FWD vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FWD
$1.80B
Winner
BBMC
$1.90B
Expense Ratio
FWD
0.65%
Winner
BBMC
0.07%
Max Drawdown
Winner
FWD
29.02%
BBMC
30.54%
Sharpe Ratio
Winner
FWD
2.40
BBMC
1.70
5Y Beta
FWD
1.44
Winner
BBMC
1.03
P/E Ratio
FWD
58.44
Winner
BBMC
32.42
Forward P/E
FWD
31.84
Winner
BBMC
17.30
PEG Ratio
FWD
0.43
BBMC
N/A
5Y Dividends CAGR
FWD
N/A
BBMC
20.05%
5Y EPS CAGR
Winner
FWD
26.39%
BBMC
10.04%
Debt to Equity
FWD
44.21%
Winner
BBMC
40.30%
P/S Ratio
FWD
7.90
Winner
BBMC
1.71
P/B Ratio
FWD
10.38
Winner
BBMC
2.71
FWD vs BBMC - Holdings Comparison
FWD and BBMC have 16 common holdings. Overlap is 6.59%
FWD's top 25 holdings weight is 40.26%. BBMC's top 25 holdings weight is 16.82%.
| Rank | FWD | BBMC |
|---|---|---|
| #1 | n/a (n/a) - 4.46% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.84% |
| #2 | NVIDIA CORP (NVDA) - 3.71% | CIENA CORP (CIEN) - 1.36% |
| #3 | BROADCOM INC (AVGO) - 3.48% | LUMENTUM HOLDINGS INC (LITE) - 1.14% |
| #4 | n/a (n/a) - 2.65% | COHERENT CORP (COHR) - 1.09% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 1.92% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.98% |
| #6 | CATERPILLAR INC (CAT) - 1.55% | JABIL INC (JBL) - 0.67% |
| #7 | ASML HOLDING NV ADR (ASML) - 1.36% | TAPESTRY INC (TPR) - 0.60% |
| #8 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.33% | QNITY ELECTRONICS INC (Q) - 0.58% |
| #9 | LAM RESEARCH CORP (LRCX) - 1.31% | TECHNIPFMC PLC (n/a) - 0.58% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.29% | CASEY'S GENERAL STORES INC (CASY) - 0.58% |
| #11 | ADVANTEST CORP (n/a) - 1.29% | NATERA INC (NTRA) - 0.55% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.25% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% |
| #13 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.25% | XPO INC (XPO) - 0.53% |
| #14 | INTEL CORP (INTC) - 1.23% | CURTISS-WRIGHT CORP (CW) - 0.53% |
| #15 | GE VERNOVA INC (GEV) - 1.21% | FABRINET (FN) - 0.47% |
| #16 | AMAZON.COM INC (AMZN) - 1.20% | MASTEC INC (MTZ) - 0.47% |
| #17 | CAMECO CORP (n/a) - 1.15% | UNITED THERAPEUTICS CORP (UTHR) - 0.46% |
| #18 | ANALOG DEVICES INC (ADI) - 1.12% | WILLIAMS-SONOMA INC (WSM) - 0.45% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.11% | NVENT ELECTRIC PLC (NVT) - 0.45% |
| #20 | QUANTA SERVICES INC (PWR) - 1.10% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45% |
| #21 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.08% | CARLISLE COMPANIES INC (CSL) - 0.30% |
| #22 | CIENA CORP (CIEN) - 1.07% | HOST HOTELS & RESORTS INC (HST) - 0.30% |
| #23 | QNITY ELECTRONICS INC (Q) - 1.05% | DICK'S SPORTING GOODS INC (DKS) - 0.30% |
| #24 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.05% | DECKERS OUTDOOR CORP (DECK) - 0.30% |
| #25 | KLA CORP (KLAC) - 1.04% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.29% |
| Total Holdings | 131 | 519 |
FWD vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FWD
+14.35%
BBMC
+6.10%
3M
Winner
FWD
+17.83%
BBMC
+4.81%
6M
Winner
FWD
+28.10%
BBMC
+16.71%
1Y
Winner
FWD
+76.76%
BBMC
+33.94%
5Y(CAGR)
FWD
N/A
BBMC
+7.74%
Max(CAGR)
Winner
FWD
+38.34%
BBMC
+17.48%
FWD vs BBMC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | FWD | BBMC |
|---|---|---|
| 2026 | +25.90% | +12.01% |
| 2025 | +30.34% | +12.44% |
| 2024 | +32.20% | +15.88% |
| 2023 | +25.66% | +19.07% |
| 2022 | N/A | -20.05% |
| 2021 | N/A | +19.73% |
| 2020 | N/A | +61.97% |
FWD vs BBMC Drawdown Comparison
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current BBMC drawdown is -0.81%.
| Rank | FWD | BBMC |
|---|---|---|
| #1 | -29.02% Jan 23, 2025 - Jun 26, 2025 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -16.22% Jul 31, 2023 - Dec 12, 2023 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -13.31% Jul 10, 2024 - Oct 9, 2024 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -13.03% Feb 25, 2026 - Apr 10, 2026 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -12.02% Oct 29, 2025 - Jan 6, 2026 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -9.18% Mar 7, 2024 - May 14, 2024 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -7.61% Jan 28, 2026 - Feb 24, 2026 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -6.99% Dec 6, 2024 - Jan 21, 2025 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -6.35% Mar 31, 2023 - May 22, 2023 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -5.42% Dec 28, 2023 - Jan 19, 2024 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -4.63% Oct 8, 2025 - Oct 24, 2025 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -4.32% Jun 15, 2023 - Jul 12, 2023 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -4.16% Oct 14, 2024 - Nov 6, 2024 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -4.11% Aug 12, 2025 - Aug 28, 2025 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -4.08% Nov 7, 2024 - Nov 22, 2024 | -4.15% Apr 17, 2020 - Apr 27, 2020 |
Correlation
Correlation between FWD and BBMC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
FWD vs BBMC dividend yield comparison.
| Year | FWD | BBMC |
|---|---|---|
| 2026 | 0.00% | 0.19% |
| 2025 | 0.11% | 1.25% |
| 2024 | 1.89% | 1.31% |
| 2023 | 0.00% | 1.36% |
| 2022 | 0.00% | 1.48% |
| 2021 | 0.00% | 0.87% |
| 2020 | 0.00% | 0.69% |
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