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 889 holdings.

Side-by-Side Comparison

MetricBBEMHUSV
Fund FamilyJ.P. Morgan Asset ManagementFirst Trust Portfolios (US)
Expense Ratio0.15%0.70%
AUM$785M$75M
Dividend Yield4.64%1.33%
Holdings Count1,132101
Inception Date2023-05-102016-08-24
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+7.84%-0.51%
YTD Return+21.77%+1.38%
1-Year Return+55.37%-1.92%
3-Year Return+24.49%+8.85%
5-Year Return-+5.68%
10-Year Return--
Buy Score8151
Momentum Score7827
Value Score5957

Holdings Overlap

0.0%
Weight Overlap
1
Shared Holdings
988
Total Unique

Top Shared Holdings

TickerBBEM WeightHUSV Weight
PG0.01%1.12%

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 1 common holdings with a 0.0% weight overlap. They hold 988 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 +55.37% while HUSV returned -1.92%. BBEM outperformed over this period. Past performance does not guarantee future results.