BBEM vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 866 holdings.

Side-by-Side Comparison

MetricBBEMIGBH
Fund FamilyJ.P. Morgan Asset ManagementiShares by BlackRock (US)
Expense Ratio0.15%0.14%
AUM$752M$174M
Dividend Yield5.16%6.09%
Holdings Count1,130274
Inception Date2023-05-102015-07-22
Investment StyleLarge Cap BlendUltrashort Term Bond
1-Month Return+7.76%+0.89%
YTD Return+5.40%+0.85%
1-Year Return+43.15%+7.33%
3-Year Return-+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score7060
Momentum Score6841
Value Score-63

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
868
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, BBEM or IGBH?

BBEM has an expense ratio of 0.15% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do BBEM and IGBH hold the same stocks?

BBEM and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 868 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, BBEM or IGBH?

Over the past year, BBEM returned +43.15% while IGBH returned +7.33%. BBEM outperformed over this period. Past performance does not guarantee future results.