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 1130 holdings.

Side-by-Side Comparison

MetricBBEMFTCB
Fund FamilyJ.P. Morgan Asset ManagementFirst Trust Portfolios (US)
Expense Ratio0.15%0.56%
AUM$752M$2.2B
Dividend Yield5.16%4.94%
Holdings Count1,130671
Inception Date2023-05-102023-11-07
Investment StyleLarge Cap BlendInvestment Grade Bond
1-Month Return+7.76%-0.05%
YTD Return+5.40%+0.00%
1-Year Return+43.15%+7.44%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7055
Momentum Score6829
Value Score-56

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, 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 0 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 +43.15% while FTCB returned +7.44%. BBEM outperformed over this period. Past performance does not guarantee future results.