BBCA vs USMV: Holdings Overlap
BBCAJPMorgan BetaBuilders Canada ETF
JPMorgan · 76 holdings · $10.9B · as of 2026-04-30
USMViShares MSCI USA Min Vol Factor ETF
iShares · 170 holdings · $24.1B · as of 2026-04-30
How similar are BBCA and USMV?
JPMorgan BetaBuilders Canada ETF (BBCA, by JPMorgan) holds 76 positions; iShares MSCI USA Min Vol Factor ETF (USMV, by iShares) holds 170. They have 1 holdings in common, and by portfolio weight the two funds are 1.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1BBCA holds 76 · USMV holds 170
- Weight in Shared Holdings
- BBCA 1%·USMV 1%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in BBCA
75 of 76 positions (97.9% of the fund) are not held by USMV. Showing the top 30 by weight.
Sector Breakdown
| Sector | BBCA | USMV |
|---|---|---|
| Financials | 36.7% | 13.7% |
| Information Technology | 8.4% | 29.2% |
| Energy | 17.5% | 3.5% |
| Materials | 14.6% | 2.2% |
| Health Care | 0.0% | 12.7% |
| Other Sectors | 16.9% | 38.5% |
| Unclassified | 5.2% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (5% of BBCA, 0% of USMV).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| BBCA | +5.0% | +14.6% | +30.6% | +22.7% | +12.8% | — | 1.68% |
| USMV | +2.3% | +7.6% | +10.3% | +12.2% | +7.4% | +9.9% | 1.44% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in BBCA vs USMV →
Shared Holdings(1)
 WCNWaste Connections, Inc. | 1.41% | 1.28% | 1.28% |
|---|
Frequently Asked Questions
How much do BBCA and USMV overlap?
BBCA and USMV overlap by 1.3% of portfolio weight. They share 1 holdings (BBCA holds 76 positions and USMV holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BBCA and USMV?
The two portfolios are 1.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of BBCA and USMV?
The largest positions held by both funds are WCN. Together the top 1 shared positions account for 100% of the total overlap.
What does BBCA own that USMV doesn't?
75 positions (97.9% of BBCA) are unique to BBCA, led by RY, TD and SHOP. In the other direction, 169 positions (98.5% of USMV) are unique to USMV.