JPMorgan BetaBuilders U.S. Mid Cap Equity ETF BBMC | CBOE
Company Overview:
6.6 Year BBMC Performance Metrics:
BBMC Dividend Payments & Yield
BBMC Dividends Info:
Projected Future Returns & Dividends for BBMC
Based on past 6.6-year performance, here are BBMC growth metrics:
Share price CAGR of +15.05%
Dividend CAGR of +24.57%
Using BBMC CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| BBMC (DRIP) | BBMC - No DRIP | |
|---|---|---|
| Current Price | $123.64 | $123.64 |
| Start Shares | 80.88 | 80.88 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 96.06 | 80.88 |
| Dividends Payment | $3.27 | $3.27 |
| Annual Dividends | $1,255 | $1,057 |
| Yield on cost | 12.55% | 10.57% |
| Share Price | $502.26 | $502.26 |
| Total Dividends | $4,237 | $3,823 |
| Final Value | $48,246 | $44,445 |
NOTE: Above numbers are our estimate based on BBMC's Dividend and Price CAGR over past 6.6 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) had its IPO on 2020-04-15, and is traded on CBOE stock exchange.
BBMC is passively managed to track an index that targets mid-cap companies in the US equity market across various sectors. The index primarily considers stocks that fall between the 85th and 95th percentiles in market-cap of the US investible universe, although, large- and small-cap stocks may be included as well. The equity securities can include common stock, preferred stock, and REITs. As a part of the BetaBuilders suite, BBMC provides plain-vanilla exposure to mid-cap equities and can be used as a core holding or as a complement to BBUS and BBSC which covers the total market and small-cap segments of the US equity market respectively. The fund may invest up to 20% in futures to more closely track the index. The index is rebalanced quarterly.
DCF model unavailable for BBMC — no fundamentals on file (ETFs and funds are not modelable).
