BBMC vs. WTV ETF Comparison

Comparison of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) to WisdomTree U.S. Value Fund (WTV)
BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

BBMC Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar® US Mid Cap Target Market Exposure Extended IndexSM. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index consists of equity securities primarily traded in the United States and targets those securities that fall between the 85th and 95th percentiles in market capitalization of the free float adjusted investable universe.

Grade (RS Rating)

Last Trade

$103.59

Average Daily Volume

37,279

Number of Holdings *

571

* may have additional holdings in another (foreign) market
WTV

WisdomTree U.S. Value Fund

WTV Description WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$88.57

Average Daily Volume

27,994

Number of Holdings *

165

* may have additional holdings in another (foreign) market
Performance
Period BBMC WTV
30 Days 9.15% 9.12%
60 Days 9.85% 11.64%
90 Days 11.48% 14.82%
12 Months 34.64% 41.90%
50 Overlapping Holdings
Symbol Grade Weight in BBMC Weight in WTV Overlap
AIZ A 0.29% 0.44% 0.29%
AN C 0.11% 0.6% 0.11%
AOS F 0.22% 0.27% 0.22%
APP B 1.55% 5.52% 1.55%
ARW D 0.15% 0.59% 0.15%
BBWI D 0.18% 0.51% 0.18%
BERY B 0.19% 0.64% 0.19%
BLD D 0.28% 0.26% 0.26%
BWA D 0.2% 0.32% 0.2%
CIEN B 0.24% 0.55% 0.24%
CROX D 0.15% 0.19% 0.15%
CSL C 0.51% 0.72% 0.51%
DBX B 0.16% 0.44% 0.16%
DKS C 0.29% 0.35% 0.29%
DOCS C 0.16% 0.4% 0.16%
DVA B 0.2% 0.35% 0.2%
EXEL B 0.25% 0.51% 0.25%
EXP A 0.26% 0.66% 0.26%
GL B 0.25% 0.47% 0.25%
GPK C 0.22% 0.26% 0.22%
H B 0.17% 0.36% 0.17%
HRB D 0.21% 0.54% 0.21%
INGR B 0.23% 0.28% 0.23%
JBL B 0.35% 0.86% 0.35%
JXN C 0.18% 0.63% 0.18%
LEA D 0.14% 0.36% 0.14%
MTCH D 0.2% 0.61% 0.2%
MTG C 0.17% 0.53% 0.17%
MTN C 0.17% 0.49% 0.17%
MUSA A 0.26% 0.37% 0.26%
ORI A 0.24% 0.92% 0.24%
OVV B 0.3% 0.52% 0.3%
POST C 0.15% 0.81% 0.15%
PRI A 0.26% 0.59% 0.26%
RHI B 0.19% 0.3% 0.19%
RL B 0.21% 0.41% 0.21%
RS B 0.43% 0.37% 0.37%
SAIC F 0.15% 0.41% 0.15%
SCI B 0.31% 0.34% 0.31%
SF B 0.29% 1.07% 0.29%
SNX C 0.14% 0.44% 0.14%
THC D 0.37% 0.25% 0.25%
TMHC B 0.17% 0.32% 0.17%
TOL B 0.39% 0.47% 0.39%
UNM A 0.32% 0.74% 0.32%
UTHR C 0.34% 0.74% 0.34%
VOYA B 0.2% 0.72% 0.2%
WCC B 0.23% 0.48% 0.23%
WEX D 0.19% 0.28% 0.19%
WSC D 0.17% 0.65% 0.17%
BBMC Overweight 521 Positions Relative to WTV
Symbol Grade Weight
MSTR C 1.69%
CVNA B 0.7%
EME C 0.59%
DKNG B 0.51%
IBKR A 0.49%
NTRA B 0.47%
HOOD B 0.45%
RPM A 0.44%
MANH D 0.42%
NTNX A 0.42%
XPO B 0.42%
GWRE A 0.41%
WSM B 0.41%
TOST B 0.41%
FIX A 0.4%
USFD A 0.38%
CASY A 0.38%
TW A 0.38%
GGG B 0.38%
PSTG D 0.38%
ACM A 0.37%
AFRM B 0.36%
SFM A 0.36%
COHR B 0.36%
SOFI A 0.36%
RNR C 0.34%
CW B 0.34%
SAIA B 0.34%
TPR B 0.33%
PFGC B 0.33%
NDSN B 0.33%
TXRH C 0.33%
ITT A 0.32%
CHRW C 0.32%
GLPI C 0.32%
CLH B 0.31%
JLL D 0.31%
LECO B 0.3%
AMH D 0.3%
JEF A 0.3%
NVT B 0.3%
RRX B 0.29%
OWL A 0.29%
BWXT B 0.29%
FHN A 0.28%
GNRC B 0.28%
NCLH B 0.28%
LAMR D 0.28%
DUOL A 0.28%
CTLT B 0.27%
BJ A 0.27%
EVR B 0.27%
AA B 0.27%
FND C 0.27%
CUBE D 0.27%
TTEK F 0.27%
ATR B 0.27%
KNSL B 0.26%
GME C 0.26%
LAD A 0.26%
ALSN B 0.26%
AIT A 0.26%
PNW B 0.26%
ERIE D 0.26%
WBS A 0.26%
CHDN B 0.25%
DTM B 0.25%
EHC B 0.25%
MLI C 0.25%
CACI D 0.25%
AYI B 0.25%
MKTX D 0.25%
AR B 0.24%
WMS D 0.24%
HSIC B 0.24%
LBRDK C 0.24%
PCVX D 0.24%
PR B 0.24%
PNFP B 0.24%
SRPT D 0.24%
BRBR A 0.24%
WING D 0.24%
RGLD C 0.24%
ARMK B 0.24%
WWD B 0.24%
HLI B 0.24%
OHI C 0.24%
ALLY C 0.24%
IOT A 0.24%
WTRG B 0.24%
WAL B 0.24%
FLR B 0.23%
CMA A 0.23%
SEIC B 0.23%
RBC A 0.23%
CBSH A 0.23%
DCI B 0.23%
GMED A 0.23%
TPX B 0.23%
SOLV C 0.23%
FRT B 0.23%
FBIN D 0.23%
OGE B 0.22%
REXR F 0.22%
AAL B 0.22%
HQY B 0.22%
ZION B 0.22%
BRX A 0.22%
TKO B 0.22%
MORN B 0.22%
ROKU D 0.22%
PEN B 0.22%
AAON B 0.22%
NYT C 0.21%
RRC B 0.21%
AXTA A 0.21%
EGP F 0.21%
BILL A 0.21%
CHE D 0.21%
CFR B 0.21%
CR A 0.21%
LNW D 0.21%
PLNT A 0.21%
FN D 0.21%
X C 0.21%
KNX B 0.21%
MTZ B 0.21%
TTC D 0.21%
PCTY B 0.21%
WTFC A 0.21%
OLED D 0.2%
FLS B 0.2%
PB A 0.2%
NNN D 0.2%
KBR F 0.2%
ONTO D 0.2%
UFPI B 0.2%
CNM D 0.2%
CHRD D 0.2%
SSB B 0.2%
ITCI C 0.2%
HAS D 0.2%
SKX D 0.2%
ENSG D 0.2%
SNV B 0.2%
AGNC D 0.19%
JAZZ B 0.19%
LPX B 0.19%
KEX C 0.19%
RVMD C 0.19%
CZR F 0.19%
WH B 0.19%
SSD D 0.19%
SMAR A 0.19%
MEDP D 0.19%
RYAN B 0.18%
R B 0.18%
MTSI B 0.18%
ATI D 0.18%
OSK B 0.18%
GTLS B 0.18%
ANF C 0.18%
S B 0.18%
DINO D 0.18%
RLI B 0.18%
MASI A 0.18%
EXLS B 0.18%
RIVN F 0.18%
ADC B 0.18%
TREX C 0.18%
MIDD C 0.18%
ESTC C 0.18%
MHK D 0.18%
STAG F 0.17%
ELAN D 0.17%
CWST A 0.17%
APG B 0.17%
FAF A 0.17%
VMI B 0.17%
AZEK A 0.17%
AWI A 0.17%
AXS A 0.17%
ONB B 0.17%
CADE B 0.17%
DAR C 0.17%
ALK C 0.17%
BPOP B 0.17%
ALV C 0.17%
FRPT B 0.17%
BECN B 0.17%
CMC B 0.17%
FMC D 0.17%
LSCC D 0.17%
GNTX C 0.17%
G B 0.17%
ESAB B 0.17%
FCN D 0.17%
MTDR B 0.17%
GTLB B 0.17%
GXO B 0.17%
BFAM D 0.16%
OMF A 0.16%
SITE D 0.16%
BMI B 0.16%
MKSI C 0.16%
NOV C 0.16%
CFLT B 0.16%
MSA D 0.16%
COKE C 0.16%
CGNX C 0.16%
MAT D 0.16%
ESI A 0.16%
COLB A 0.16%
FYBR D 0.16%
KD B 0.16%
GBCI B 0.16%
SPSC C 0.16%
MTH D 0.16%
VFC C 0.16%
RGEN D 0.16%
RHP B 0.16%
BIO D 0.16%
ELF C 0.16%
FR C 0.16%
LSTR D 0.16%
HRI B 0.15%
VNT B 0.15%
CHX C 0.15%
THG A 0.15%
EPRT B 0.15%
FFIN B 0.15%
FNB A 0.15%
ALTR B 0.15%
LNC B 0.15%
AGCO D 0.15%
ETSY D 0.15%
COOP B 0.15%
KRG B 0.15%
NOVT D 0.15%
SIGI C 0.15%
PCOR B 0.15%
HOMB A 0.15%
LFUS F 0.15%
PARA C 0.15%
ESNT D 0.15%
AMG B 0.15%
FOUR B 0.15%
CBT C 0.15%
MMSI B 0.15%
IDA A 0.15%
LYFT C 0.15%
CYTK F 0.15%
WFRD D 0.15%
WHR B 0.15%
UHAL D 0.15%
STWD C 0.15%
EDR A 0.14%
BC C 0.14%
HALO F 0.14%
GPI A 0.14%
CRUS D 0.14%
VVV F 0.14%
CLF F 0.14%
SKY A 0.14%
FSS B 0.14%
PATH C 0.14%
UMBF B 0.14%
OLLI D 0.14%
BPMC C 0.14%
UBSI B 0.14%
THO B 0.14%
RMBS C 0.14%
COLD D 0.14%
IVZ B 0.14%
BCPC B 0.14%
NFG A 0.14%
PVH C 0.14%
ZWS B 0.14%
TRNO F 0.14%
JHG A 0.14%
WTS B 0.14%
SUM B 0.14%
MUR D 0.13%
ACA A 0.13%
NXST C 0.13%
TKR D 0.13%
SEE C 0.13%
AL B 0.13%
VKTX F 0.13%
SM B 0.13%
UGI A 0.13%
RDN C 0.13%
ABG B 0.13%
INSP D 0.13%
KBH D 0.13%
OZK B 0.13%
LNTH D 0.13%
AM A 0.13%
QLYS C 0.13%
SLM A 0.13%
GATX A 0.13%
LITE B 0.13%
BE B 0.12%
AVNT B 0.12%
WK B 0.12%
ALKS B 0.12%
BRKR D 0.12%
FIVE F 0.12%
MGY A 0.12%
ST F 0.12%
RH B 0.12%
IRT A 0.12%
GAP C 0.12%
AVT C 0.12%
NJR A 0.12%
PECO A 0.12%
ROIV C 0.12%
BDC B 0.12%
POR C 0.12%
MDGL B 0.12%
WTM A 0.12%
MMS F 0.12%
TENB C 0.12%
AGO B 0.12%
EXPO D 0.12%
SON D 0.12%
IBP D 0.12%
BOX B 0.12%
BYD C 0.12%
HXL D 0.12%
OLN D 0.12%
HWC B 0.12%
IONS F 0.12%
SIG B 0.11%
DLB B 0.11%
ORA B 0.11%
FELE B 0.11%
SANM B 0.11%
PNM F 0.11%
SWX B 0.11%
KMPR B 0.11%
BKH A 0.11%
CUZ B 0.11%
FLO D 0.11%
EEFT B 0.11%
PSN D 0.11%
KRC C 0.11%
HOG D 0.11%
VLY B 0.11%
SLGN A 0.11%
HAE C 0.11%
WMG C 0.11%
LOPE B 0.11%
XRAY F 0.1%
OGN D 0.1%
NEU C 0.1%
ENS D 0.1%
SR A 0.1%
ASGN F 0.1%
GTES A 0.1%
OGS A 0.1%
CRSP D 0.1%
FUL F 0.1%
PBH A 0.1%
RYN D 0.1%
CHH A 0.1%
AEIS B 0.1%
CELH F 0.1%
NSIT F 0.1%
M D 0.1%
ACHC F 0.09%
SMPL B 0.09%
POWI D 0.09%
ASO F 0.09%
BLKB B 0.09%
MDU D 0.09%
NWL B 0.09%
TEX D 0.09%
CCOI B 0.09%
DXC B 0.09%
APLE B 0.09%
NVST B 0.09%
FHI A 0.09%
PEGA A 0.09%
PII D 0.09%
IAC D 0.09%
ASH D 0.09%
SPR D 0.09%
AXSM B 0.09%
RARE D 0.09%
PRGO B 0.09%
MSM C 0.09%
LANC C 0.09%
WU D 0.09%
MSGS A 0.09%
ALE A 0.09%
ESGR B 0.09%
RUSHA C 0.09%
SEM B 0.09%
JBT B 0.09%
TNL A 0.09%
OPCH D 0.09%
CIVI D 0.09%
NSA D 0.08%
AMKR D 0.08%
AVA A 0.08%
VAL D 0.08%
PTEN C 0.08%
HGV B 0.08%
AWR B 0.08%
BTU B 0.08%
IRDM D 0.08%
BHF B 0.08%
PAG B 0.08%
ALIT C 0.08%
SLAB D 0.08%
SMG D 0.08%
NWE B 0.08%
ATKR C 0.08%
YETI C 0.08%
HUN F 0.08%
DNB B 0.08%
PBF D 0.08%
SXT B 0.08%
NEOG F 0.08%
OTTR C 0.08%
PCH D 0.08%
HP B 0.08%
CRVL A 0.08%
ENV B 0.08%
HL D 0.08%
EPR D 0.08%
RIG D 0.08%
INFA D 0.08%
CRC B 0.08%
CNS B 0.07%
BOKF B 0.07%
CACC D 0.07%
NSP D 0.07%
GT C 0.07%
COTY F 0.07%
PENN C 0.07%
FIVN C 0.07%
ZI D 0.07%
VAC B 0.07%
DV C 0.07%
COLM B 0.07%
TNET D 0.07%
TDC D 0.07%
CC C 0.07%
PFSI D 0.07%
SYNA C 0.07%
CWT D 0.07%
SAM C 0.07%
BL B 0.07%
WEN D 0.07%
BXMT C 0.07%
MAN D 0.07%
RCM F 0.06%
IPGP D 0.06%
ARWR F 0.06%
HI C 0.06%
IPAR B 0.06%
ADTN A 0.06%
CWEN C 0.06%
KWR C 0.06%
ACLS F 0.06%
PINC B 0.06%
ALGM D 0.06%
IRTC D 0.06%
AAP C 0.06%
ENOV C 0.06%
CPRI F 0.06%
DIOD D 0.06%
HHH B 0.06%
JJSF B 0.06%
VC D 0.06%
MPW F 0.06%
FOLD F 0.06%
AZTA D 0.05%
UAA C 0.05%
FRHC B 0.05%
GOLF B 0.05%
LCID F 0.05%
ACAD D 0.05%
FLYW C 0.05%
APLS D 0.05%
PPC C 0.05%
DJT C 0.04%
EVH F 0.04%
LTH C 0.04%
LBRDA C 0.04%
REYN D 0.04%
IMVT F 0.04%
CNXC F 0.04%
SGRY F 0.04%
GEF A 0.04%
MP B 0.04%
CLVT F 0.04%
ADNT F 0.04%
SHC F 0.04%
CAR C 0.04%
DDS B 0.04%
FIZZ C 0.03%
PGNY F 0.03%
MODG F 0.03%
CRK B 0.03%
WOR F 0.03%
PYCR C 0.03%
UA C 0.03%
TXG F 0.03%
SEDG F 0.02%
SEB F 0.02%
TFSL A 0.02%
WOLF F 0.02%
CWEN C 0.02%
NFE D 0.02%
ACT D 0.02%
RUSHB B 0.01%
UHAL D 0.01%
PLTK B 0.01%
BBMC Underweight 115 Positions Relative to WTV
Symbol Grade Weight
VST B -3.36%
XOM B -1.46%
SYF B -1.37%
GDDY A -1.24%
FOXA B -1.11%
EQH B -1.09%
BK A -1.02%
GS A -1.01%
MO A -0.96%
WFC A -0.93%
EXPE B -0.91%
MRO B -0.91%
NRG B -0.89%
BLDR D -0.89%
RTX C -0.89%
HIG B -0.86%
VLO C -0.86%
MET A -0.85%
AMP A -0.85%
STLD B -0.82%
TMUS B -0.82%
CVX A -0.8%
MPC D -0.8%
LNG B -0.79%
PYPL B -0.79%
MS A -0.77%
GM B -0.76%
LMT D -0.76%
PSX C -0.75%
KMI A -0.73%
PRU A -0.72%
AFL B -0.72%
EXPD D -0.7%
NTAP C -0.7%
HCA F -0.69%
C A -0.69%
COP C -0.67%
AIG B -0.67%
CAT B -0.67%
CMCSA B -0.66%
FI A -0.65%
VTRS A -0.65%
CRBG B -0.64%
BKNG A -0.64%
MCK B -0.63%
DE A -0.62%
OMC C -0.62%
LH C -0.6%
RJF A -0.6%
FIS C -0.59%
ADM D -0.57%
PFG D -0.57%
MNST C -0.57%
UHS D -0.57%
OXY D -0.56%
DD D -0.56%
GEN B -0.56%
EBAY D -0.55%
CI F -0.54%
TAP C -0.53%
CSX B -0.53%
PAYC B -0.53%
TXT D -0.53%
BBY D -0.52%
BKR B -0.5%
TROW B -0.5%
LOW D -0.5%
EOG A -0.5%
FANG D -0.5%
CPAY A -0.49%
DVN F -0.49%
NTRS A -0.48%
MAR B -0.48%
CSCO B -0.48%
HOLX D -0.47%
KHC F -0.47%
EMN D -0.47%
IPG D -0.44%
GIS D -0.43%
NOC D -0.42%
TWLO A -0.42%
BAC A -0.41%
KDP D -0.41%
SYY B -0.38%
ITW B -0.38%
HPQ B -0.38%
NUE C -0.37%
HON B -0.37%
NVR D -0.36%
CHWY B -0.35%
SPG B -0.35%
WYNN D -0.35%
TRGP B -0.34%
HLT A -0.34%
HAL C -0.33%
HST C -0.33%
GPN B -0.32%
LVS C -0.32%
JPM A -0.32%
AZO C -0.31%
MDLZ F -0.31%
FDX B -0.3%
OTIS C -0.3%
PHM D -0.3%
MCD D -0.3%
CAH B -0.3%
AXP A -0.29%
MAS D -0.26%
VRSN F -0.23%
DRI B -0.22%
HSY F -0.22%
KMB D -0.22%
NKE D -0.21%
CNC D -0.21%
ULTA F -0.14%
Compare ETFs