BBEM vs FTCB

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Quick Verdict

BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 888 holdings.

Side-by-Side Comparison

MetricBBEMFTCB
Fund FamilyJ.P. Morgan Asset ManagementFirst Trust Portfolios (US)
Expense Ratio0.15%0.56%
AUM$801M$2.5B
Dividend Yield2.52%5.28%
Holdings Count1,132721
Inception Date2023-05-102023-11-07
Investment StyleLarge Cap BlendInvestment Grade Bond
1-Month Return+0.54%-0.14%
YTD Return+22.43%-1.56%
1-Year Return+46.91%+1.74%
3-Year Return+23.10%-
5-Year Return--
10-Year Return--
Buy Score8253
Momentum Score8316
Value Score58-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1219
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, BBEM or FTCB?

BBEM has an expense ratio of 0.15% while FTCB charges 0.56%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and FTCB hold the same stocks?

BBEM and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 1219 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, BBEM or FTCB?

Over the past year, BBEM returned +46.91% while FTCB returned +1.74%. BBEM outperformed over this period. Past performance does not guarantee future results.