BBEM vs INCE

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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

MetricBBEMINCE
Fund FamilyJ.P. Morgan Asset ManagementFranklin Templeton Investments (US)
Expense Ratio0.15%0.29%
AUM$752M$108M
Dividend Yield5.16%4.95%
Holdings Count1,13081
Inception Date2023-05-102016-09-20
Investment StyleLarge Cap BlendLarge Cap Value
1-Month Return+7.76%+4.05%
YTD Return+5.40%+9.87%
1-Year Return+43.15%+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score7078
Momentum Score6888
Value Score-59

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 INCE?

BBEM has an expense ratio of 0.15% while INCE charges 0.29%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and INCE hold the same stocks?

BBEM and INCE 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 INCE?

Over the past year, BBEM returned +43.15% while INCE returned +21.86%. BBEM outperformed over this period. Past performance does not guarantee future results.