BBEM vs GLOW

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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

MetricBBEMGLOW
Fund FamilyJ.P. Morgan Asset ManagementVictory Capital Management Inc.
Expense Ratio0.15%0.72%
AUM$752M$47M
Dividend Yield5.16%1.43%
Holdings Count1,13015
Inception Date2023-05-102024-06-21
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+7.76%+2.84%
YTD Return+5.40%+3.51%
1-Year Return+43.15%+18.65%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7057
Momentum Score6864
Value Score-45

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
880
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, BBEM or GLOW?

BBEM has an expense ratio of 0.15% while GLOW charges 0.72%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and GLOW hold the same stocks?

BBEM and GLOW share 0 common holdings with a 0.0% weight overlap. They hold 880 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, BBEM or GLOW?

Over the past year, BBEM returned +43.15% while GLOW returned +18.65%. BBEM outperformed over this period. Past performance does not guarantee future results.