24/7 Wall St. Quick Read The S&P 500’s top 10 holdings represent 39% of the portfolio versus BBMC’s 5%. BBMC charges a 0.07% expense ratio and spreads assets across 200+ mid-cap companies. SPY returned 18% year-to-date through late December 2025 while BBMC returned 14%. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The S&P 500 (NYSE:SPY) has a concentration problem. Its top 10 holdings command ...

Core Insights - The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is a passively managed ETF launched on April 14, 2020, with assets exceeding $1.89 billion, targeting the Mid Cap Blend segment of the US equity market [1][2] Mid Cap Blend Overview - Mid cap companies have market capitalizations between $2 billion and $10 billion, offering higher growth prospects than large cap companies while being less volatile than small cap companies, making them a stable investment option [2] Cost Structure - The ETF has an annual operating expense ratio of 0.07%, positioning it as one of the lower-cost options in the market, with a 12-month trailing dividend yield of 1.27% [3] Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector at approximately 21.5%, followed by Financials and Consumer Discretionary [4] - The top holding is Jpmorgan Us Govt Mmkt Fun at about 1.21% of total assets, with the top 10 holdings comprising around 6.01% of total assets under management [5] Performance Metrics - BBMC aims to match the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index, having gained about 5.4% year-to-date and approximately 17.63% over the past year as of August 13, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 20.05% over the trailing three-year period, indicating effective diversification with around 565 holdings [7] Alternatives in the Market - Other ETFs in the Mid Cap Blend space include the Vanguard Mid-Cap ETF (VO) with $86.13 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $97.30 billion in assets and an expense ratio of 0.05% [9] Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]