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 1130 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
0
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 0 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.