BBEM vs FQAL

vs

Quick Verdict

BBEM delivered stronger 1-year returns. BBEM offers more diversification with 1130 holdings.

Side-by-Side Comparison

MetricBBEMFQAL
Fund FamilyJ.P. Morgan Asset ManagementFidelity Investments (US)
Expense Ratio0.15%0.15%
AUM$752M$1.2B
Dividend Yield5.16%1.10%
Holdings Count1,130130
Inception Date2023-05-102016-09-12
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+7.76%+1.52%
YTD Return+5.40%+1.40%
1-Year Return+43.15%+15.18%
3-Year Return-+19.11%
5-Year Return-+14.01%
10-Year Return--
Buy Score7074
Momentum Score6849
Value Score-74

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, BBEM or FQAL?

BBEM has an expense ratio of 0.15% while FQAL charges 0.15%. They charge the same expense ratio.

Do BBEM and FQAL hold the same stocks?

BBEM and FQAL 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, BBEM or FQAL?

Over the past year, BBEM returned +43.15% while FQAL returned +15.18%. BBEM outperformed over this period. Past performance does not guarantee future results.