BBEM vs HFXI

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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

MetricBBEMHFXI
Fund FamilyJ.P. Morgan Asset ManagementINDEXIQ ETF TRUST
Expense Ratio0.15%0.20%
AUM$752M$1.4B
Dividend Yield5.16%3.71%
Holdings Count1,130843
Inception Date2023-05-102015-07-22
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+7.76%+5.82%
YTD Return+5.40%+5.09%
1-Year Return+43.15%+28.39%
3-Year Return-+17.20%
5-Year Return-+12.06%
10-Year Return-+10.56%
Buy Score7076
Momentum Score6871
Value Score-64

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 HFXI?

BBEM has an expense ratio of 0.15% while HFXI charges 0.20%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and HFXI hold the same stocks?

BBEM and HFXI 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 HFXI?

Over the past year, BBEM returned +43.15% while HFXI returned +28.39%. BBEM outperformed over this period. Past performance does not guarantee future results.