ACES vs BBEM

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Quick Verdict

BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 866 holdings.

Side-by-Side Comparison

MetricACESBBEM
Fund FamilyALPS AdvisorsJ.P. Morgan Asset Management
Expense Ratio0.55%0.15%
AUM$118M$752M
Dividend Yield0.70%5.16%
Holdings Count381,130
Inception Date2018-06-272023-05-10
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-8.31%+7.76%
YTD Return-3.93%+5.40%
1-Year Return+37.28%+43.15%
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score5870
Momentum Score3368
Value Score63-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
903
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or BBEM?

ACES has an expense ratio of 0.55% while BBEM charges 0.15%. BBEM is the cheaper option, saving you money on management fees over time.

Do ACES and BBEM hold the same stocks?

ACES and BBEM share 0 common holdings with a 0.0% weight overlap. They hold 903 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or BBEM?

Over the past year, ACES returned +37.28% while BBEM returned +43.15%. BBEM outperformed over this period. Past performance does not guarantee future results.