BBEM vs IG

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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

MetricBBEMIG
Fund FamilyJ.P. Morgan Asset ManagementPrincipal Funds
Expense Ratio0.15%0.19%
AUM$752M$166M
Dividend Yield5.16%4.97%
Holdings Count1,130231
Inception Date2023-05-102018-04-18
Investment StyleLarge Cap BlendLong Term Mid Quality
1-Month Return+7.76%+0.38%
YTD Return+5.40%+0.43%
1-Year Return+43.15%+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score7070
Momentum Score6835
Value Score-58

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 IG?

BBEM has an expense ratio of 0.15% while IG charges 0.19%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and IG hold the same stocks?

BBEM and IG 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 IG?

Over the past year, BBEM returned +43.15% while IG returned +7.39%. BBEM outperformed over this period. Past performance does not guarantee future results.