Verified factor-similar pair

BBMC vs IJH

These two ETFs meet the same FF6 US comparison criteria: US-listed equity ETFs, the same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.

SMB
Similarity score
87
Verified similar

The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.

Quick Read

  • IJH has the higher backtested relative Sharpe (1.011 vs 0.736).
  • IJH has the lower published fee (0.05% vs 0.07%).
  • IJH is cheaper on dividend valuation (112 vs 118, where 100 is each fund's historical median).

These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
SMB
Adj. R2
0.942
Rel. Sharpe
0.736
Mkt beta
1.02
AUM
US$2.0B
MER
0.07%
Valuation
118

IJH

iShares Core S&P Mid-Cap ETF
SMB
Adj. R2
0.942
Rel. Sharpe
1.011
Mkt beta
1.02
AUM
US$111.4B
MER
0.05%
Valuation
112

Factor Exposure Match

Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.

SMB
BBMC
+0.54
|t|
+8.8
IJH
+0.44
|t|
+15.5
diff +0.10
HML
BBMC
+0.11
|t|
+1.8
IJH
+0.12
|t|
+4.1
diff -0.02
RMW
BBMC
-0.03
|t|
-0.5
IJH
+0.14
|t|
+4.5
diff -0.17
CMA
BBMC
-0.02
|t|
-0.3
IJH
+0.03
|t|
+0.8
diff -0.06
UMD
BBMC
+0.03
|t|
+0.7
IJH
+0.01
|t|
+0.5
diff +0.02

Why This Pair Matches

Exposure level
86
Exposure shape
96
Mkt beta diff
0.00
Rel. Sharpe diff
0.275

This comparison focuses on measured factor exposure. It does not compare holdings methodology, turnover, tax handling, or issuer process. Backtested relative Sharpe is a secondary signal rather than a stand-alone forecast. See methodology.

BBMC fund page IJH fund page US ETF Leaders US Universe
Important context

VerifiedBeta publishes educational ETF research, not personalized investment advice, portfolio management, or security recommendations. Funds that screen well here can still be unsuitable for your objectives, taxes, liquidity needs, or constraints. Review fund documents, methodology assumptions, and your own circumstances before acting. See the full disclaimer.