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 1130 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
0
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 0 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.