ARKG 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

MetricARKGBBEM
Fund FamilyArk InvestJ.P. Morgan Asset Management
Expense Ratio0.75%0.15%
AUM$1.3B$752M
Dividend Yield0.00%5.16%
Holdings Count351,130
Inception Date2014-10-312023-05-10
Investment StyleSmall Cap BlendLarge Cap Blend
1-Month Return-1.48%+7.76%
YTD Return+2.60%+5.40%
1-Year Return+22.24%+43.15%
3-Year Return-0.54%-
5-Year Return-20.24%-
10-Year Return+7.57%-
Buy Score6870
Momentum Score5868
Value Score60-

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, ARKG or BBEM?

ARKG has an expense ratio of 0.75% while BBEM charges 0.15%. BBEM is the cheaper option, saving you money on management fees over time.

Do ARKG and BBEM hold the same stocks?

ARKG 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, ARKG or BBEM?

Over the past year, ARKG returned +22.24% while BBEM returned +43.15%. BBEM outperformed over this period. Past performance does not guarantee future results.