ARKG vs BBEM

vs

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

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
900
Total Unique

Sector Allocation

Loading chart...

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 900 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.