BBUS vs IWB: Holdings Overlap
BBUSJpmorgan Betabuilders U.S. Equity ETF
JPMorgan · 494 holdings · $8.9B · as of 2026-04-30
iShares · 1005 holdings · $49.9B · as of 2026-03-31
Holdings snapshots are 30 days apart (BBUS: 2026-04-30, IWB: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are BBUS and IWB?
Jpmorgan Betabuilders U.S. Equity ETF (BBUS, by JPMorgan) holds 494 positions; iShares Russell 1000 ETF (IWB, by iShares) holds 1005. They have 483 holdings in common, and by portfolio weight the two funds are 90.3% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 90.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 483BBUS holds 494 · IWB holds 1005
- Weight in Shared Holdings
- BBUS 99%·IWB 93%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 BBUS
11 of 494 positions (0.8% of the fund) are not held by IWB.
Only in IWB
522 of 1005 positions (7.3% of the fund) are not held by BBUS. Showing the top 30 by weight.
Sector Breakdown
| Sector | BBUS | IWB |
|---|---|---|
| Information Technology | 34.4% | 30.9% |
| Financials | 12.0% | 12.9% |
| Communication Services | 11.4% | 10.2% |
| Consumer Discretionary | 10.0% | 10.0% |
| Industrials | 8.9% | 9.9% |
| Other Sectors | 22.7% | 26.0% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| BBUS | +3.5% | +13.7% | +23.1% | +21.3% | +12.9% | — | 0.98% |
| IWB | +3.4% | +13.9% | +23.1% | +20.9% | +12.6% | +15.0% | 0.89% |
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 BBUS vs IWB →
Shared Holdings(483)
The top 10 shared positions account for 37% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 7.53% | 6.81% | 6.81% |
|---|---|---|---|
 AAPLApple Inc. COM | 6.41% | 6.10% | 6.10% |
 MSFTMicrosoft Corp. COM | 4.88% | 4.58% | 4.58% |
 AMZNAmazon.com, Inc. COM | 4.19% | 3.33% | 3.33% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.61% | 2.79% | 2.79% |
 AVGOBroadcom Inc COM | 3.13% | 2.39% | 2.39% |
 GOOGAlphabet Inc. CAP STK CL C | 3.11% | 2.27% | 2.27% |
 METAMeta Platforms, Inc., Class A | 2.16% | 2.08% | 2.08% |
 TSLATesla Inc COM | 1.73% | 1.75% | 1.73% |
 BRK-BBerkshire Hathaway, Inc., Class B | 1.40% | 1.47% | 1.40% |
 JPMJPMorgan Chase & Co. COM | 1.36% | 1.33% | 1.33% |
 LLYEli Lilly & Co. COM | 1.20% | 1.23% | 1.20% |
 XOMExxon Mobil Corp. COM | 1.03% | 1.20% | 1.03% |
 WMTWalmart Inc COM | 0.91% | 0.90% | 0.90% |
 JNJJohnson & Johnson COM | 0.89% | 0.98% | 0.89% |
 VVisa, Inc., Class A | 0.89% | 0.85% | 0.85% |
 COSTCostco Wholesale Corporation COM | 0.73% | 0.74% | 0.73% |
 MAMasterCard Incorporated CL A | 0.66% | 0.67% | 0.66% |
 NFLXNetflix, Inc. COM | 0.64% | 0.68% | 0.64% |
 MUMicron Technology Inc. COM | 0.94% | 0.63% | 0.63% |
 ABBVAbbVie Inc. COM | 0.60% | 0.64% | 0.60% |
 CVXChevron Corp. COM | 0.58% | 0.65% | 0.58% |
 PGThe Procter & Gamble Co. COM | 0.55% | 0.57% | 0.55% |
 CATCaterpillar Inc COM | 0.67% | 0.55% | 0.55% |
 AMDAdvanced Micro Devices Inc. COM | 0.93% | 0.55% | 0.55% |
Showing the top 250 of 483 shared holdings by overlap weight.
Frequently Asked Questions
How much do BBUS and IWB overlap?
BBUS and IWB overlap by 90.3% of portfolio weight. They share 483 holdings (BBUS holds 494 positions and IWB holds 1005), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BBUS and IWB?
The two portfolios are 90.3% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of BBUS and IWB?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and GOOGL. Together the top 10 shared positions account for 37% of the total overlap.
What does BBUS own that IWB doesn't?
11 positions (0.8% of BBUS) are unique to BBUS, led by STX, MELI and BE. In the other direction, 522 positions (7.3% of IWB) are unique to IWB.