BBEM vs HUSV

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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

MetricBBEMHUSV
Fund FamilyJ.P. Morgan Asset ManagementFirst Trust Portfolios (US)
Expense Ratio0.15%0.70%
AUM$752M$75M
Dividend Yield5.16%1.31%
Holdings Count1,130102
Inception Date2023-05-102016-08-24
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+7.76%+1.97%
YTD Return+5.40%+2.44%
1-Year Return+43.15%+3.07%
3-Year Return-+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score7068
Momentum Score6846
Value Score-48

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 HUSV?

BBEM has an expense ratio of 0.15% while HUSV charges 0.70%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and HUSV hold the same stocks?

BBEM and HUSV 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 HUSV?

Over the past year, BBEM returned +43.15% while HUSV returned +3.07%. BBEM outperformed over this period. Past performance does not guarantee future results.