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 888 holdings.

Side-by-Side Comparison

MetricBBEMHCOM
Fund FamilyJ.P. Morgan Asset ManagementHartford Funds
Expense Ratio0.15%0.59%
AUM$801M$9M
Dividend Yield2.52%10.95%
Holdings Count1,13255
Inception Date2023-05-102021-09-14
Investment StyleLarge Cap BlendCommodities
1-Month Return+0.54%-1.05%
YTD Return+22.43%+4.57%
1-Year Return+46.91%+2.31%
3-Year Return+23.10%-5.19%
5-Year Return--
10-Year Return--
Buy Score8260
Momentum Score8336
Value Score5857

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
888
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 888 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 +46.91% while HCOM returned +2.31%. BBEM outperformed over this period. Past performance does not guarantee future results.