BBEM vs FTGS

vs

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

MetricBBEMFTGS
Fund FamilyJ.P. Morgan Asset ManagementFirst Trust Portfolios (US)
Expense Ratio0.15%0.60%
AUM$752M$1.2B
Dividend Yield5.16%0.16%
Holdings Count1,13051
Inception Date2023-05-102022-10-25
Investment StyleLarge Cap BlendLarge Cap Growth
1-Month Return+7.76%+1.50%
YTD Return+5.40%+1.44%
1-Year Return+43.15%+10.72%
3-Year Return-+18.08%
5-Year Return--
10-Year Return--
Buy Score7071
Momentum Score6847
Value Score-66

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 FTGS?

BBEM has an expense ratio of 0.15% while FTGS charges 0.60%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and FTGS hold the same stocks?

BBEM and FTGS 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 FTGS?

Over the past year, BBEM returned +43.15% while FTGS returned +10.72%. BBEM outperformed over this period. Past performance does not guarantee future results.