BBEM vs HCOM

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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

MetricBBEMHCOM
Fund FamilyJ.P. Morgan Asset ManagementHartford Funds
Expense Ratio0.15%0.59%
AUM$752M$9M
Dividend Yield5.16%10.95%
Holdings Count1,13055
Inception Date2023-05-102021-09-14
Investment StyleLarge Cap BlendCommodities
1-Month Return+7.76%-1.05%
YTD Return+5.40%+4.57%
1-Year Return+43.15%+2.31%
3-Year Return--5.19%
5-Year Return--
10-Year Return--
Buy Score7060
Momentum Score6855
Value Score-65

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 HCOM?

BBEM has an expense ratio of 0.15% while HCOM charges 0.59%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and HCOM hold the same stocks?

BBEM and HCOM 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 HCOM?

Over the past year, BBEM returned +43.15% while HCOM returned +2.31%. BBEM outperformed over this period. Past performance does not guarantee future results.