Should JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) Be on Your Investing Radar?

13.10.25 12:20 Uhr

Werte in diesem Artikel
Aktien

261,00 EUR -5,95 EUR -2,23%

Indizes

PKT PKT

46.198,7 PKT 131,1 PKT 0,28%

17.828,3 PKT 135,2 PKT 0,76%

3.311,0 PKT -14,6 PKT -0,44%

6.640,0 PKT -14,8 PKT -0,22%

Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC), a passively managed exchange traded fund launched on April 14, 2020.The fund is sponsored by J.P. Morgan. It has amassed assets over $1.90 billion, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendWith market capitalization between $2 billion and $10 billion, mid cap companies usually contain higher growth prospects than large cap companies, and are considered less risky than their small cap counterparts. These types of companies, then, have a good balance of stability and growth potential.Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. CostsExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Annual operating expenses for this ETF are 0.07%, making it one of the cheaper products in the space.It has a 12-month trailing dividend yield of 1.35%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation to the Industrials sector -- about 21.4% of the portfolio. Financials and Information Technology round out the top three.Looking at individual holdings, Jpmorgan Us Govt Mmkt Fun accounts for about 1.04% of total assets, followed by Reddit Inc Common Stock (RDDT) and Astera Labs Inc Common (ALAB).The top 10 holdings account for about 6.91% of total assets under management.Performance and RiskBBMC seeks to match the performance of the MORNINGSTAR US MID CAP TGT MK EXP EXT ID before fees and expenses. The Morningstar US Mid Cap Target Market Exposure Extended Index is a free-float adjusted market-cap weighted index which consists of equity securities traded in the United States.The ETF has gained about 6.43% so far this year and is up roughly 9.36% in the last one year (as of 10/13/2025). In the past 52-week period, it has traded between $79.01 and $106.24.The ETF has a beta of 1.12 and standard deviation of 19.28% for the trailing three-year period. With about 560 holdings, it effectively diversifies company-specific risk.AlternativesJPMorgan BetaBuilders U.S. Mid Cap Equity ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, BBMC is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $87.92 billion in assets, iShares Core S&P Mid-Cap ETF has $97.18 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%.Bottom-LinePassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.Boost Your Portfolio with Our Top ETF InsightsZacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.Don’t miss out on this valuable resource. It’s free!Get it now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC): ETF Research ReportsThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

In eigener Sache

Übrigens: JPMorgan Chase und andere US-Aktien sind bei finanzen.net ZERO sogar bis 23 Uhr handelbar (ohne Ordergebühren, zzgl. Spreads). Jetzt kostenlos Depot eröffnen und Neukunden-Bonus sichern!

Ausgewählte Hebelprodukte auf :be

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf :be

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: Zacks

Nachrichten zu JPMorgan Chase & Co.

Wer­bung

Analysen zu JPMorgan Chase & Co.

DatumRatingAnalyst
17:01JPMorgan ChaseCo OutperformRBC Capital Markets
11.09.2025JPMorgan ChaseCo OutperformRBC Capital Markets
16.07.2025JPMorgan ChaseCo OutperformRBC Capital Markets
16.07.2025JPMorgan ChaseCo HaltenDZ BANK
08.07.2025JPMorgan ChaseCo BuyUBS AG
DatumRatingAnalyst
17:01JPMorgan ChaseCo OutperformRBC Capital Markets
11.09.2025JPMorgan ChaseCo OutperformRBC Capital Markets
16.07.2025JPMorgan ChaseCo OutperformRBC Capital Markets
08.07.2025JPMorgan ChaseCo BuyUBS AG
05.06.2025JPMorgan ChaseCo OutperformRBC Capital Markets
DatumRatingAnalyst
16.07.2025JPMorgan ChaseCo HaltenDZ BANK
20.05.2025JPMorgan ChaseCo HaltenDZ BANK
14.04.2025JPMorgan ChaseCo HaltenDZ BANK
16.01.2025JPMorgan ChaseCo HaltenDZ BANK
02.12.2024JPMorgan ChaseCo HoldDeutsche Bank AG
DatumRatingAnalyst
19.04.2022JPMorgan ChaseCo SellJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
18.10.2021JPMorgan ChaseCo SellJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
03.08.2017JPMorgan ChaseCo SellJoh. Berenberg, Gossler & Co. KG (Berenberg Bank)
21.12.2012JPMorgan ChaseCo verkaufenJMP Securities LLC
21.09.2007Bear Stearns sellPunk, Ziegel & Co

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für JPMorgan Chase & Co. nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen