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 866 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
1048
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 1048 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.