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 866 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
907
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 907 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.