BBUSvsUSMV

JPMorgan BetaBuilders U.S. Equity ETF or iShares MSCI USA Min Vol Factor ETF, side by side from their own SEC filings. 36% of their stock holdings are the same at the same weight, across 156 stocks in both. BBUS costs 0.02% a year against 0.15% for USMV, $13 a year less on $10,000. Over the last twelve months BBUS returned +18.8% and USMV +7.3%.

36%of the two portfolios is the same stocks at the same weight
BBUS66% in stocks the other holds too
USMV96% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

BBUSUSMVYearly cost0.02%0.15%Net assets$8.9B$23.6BPositions472169Last 12 months+18.8%+7.3%3 years, a year+19.2%+11.0%5 years, a year+12.3%+6.9%Largest holdingNVDA 7.3%MSFT 1.6%Main sectorTechnology 37%Technology 32%Holdings as ofJul 31, 2026Jul 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from August 2019, the first month both report, dividends reinvested.

BBUS$277USMV$176
August 2019July 2026

What they both hold

156 stocks are in both funds: 66% of BBUS and 96% of USMV. The biggest shared positions:

Stockin BBUSin USMV
MSFT5.4%1.6%BRK-B1.5%1.5%NVDA7.3%1.3%AVGO2.8%1.0%XOM1.0%1.4%JNJ1.0%1.5%V0.9%1.0%AAPL7.0%0.9%LLY1.4%0.8%MA0.7%1.3%

Only in BBUS

Its biggest stocks the other fund does not hold.

  1. GOOGLAlphabet Inc.3.2%
  2. JPMJPMorgan Chase1.5%
  3. TSLATesla, Inc.1.4%
  4. BACBank of America0.6%
  5. INTCIntel0.6%
  6. GEGE Aerospace0.6%

Only in USMV

Its biggest stocks the other fund does not hold.

  1. WCNWaste Connections, Inc.1.3%
  2. CBOECboe Global Markets1.0%
  3. NBIXNeurocrine Biosciences, Inc.0.4%
  4. GENGen Digital0.3%
  5. UTHRUnited Therapeutics Corporation0.2%
  6. TWTradeweb Markets Inc.0.1%

More comparisons

BBUS vs PBUSBBUS vs VVBBUS vs SPYMBBUS vs SPYIBBUS vs IVVJQUA vs USMVDGRO vs USMVUSMV vs VV

From each fund’s Form N-PORT (BBUS: July 2026, USMV: July 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.