BBEM vs IZRL

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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

MetricBBEMIZRL
Fund FamilyJ.P. Morgan Asset ManagementArk Invest
Expense Ratio0.15%0.49%
AUM$752M$127M
Dividend Yield5.16%2.83%
Holdings Count1,13065
Inception Date2023-05-102017-12-04
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+7.76%+2.42%
YTD Return+5.40%+1.88%
1-Year Return+43.15%+27.23%
3-Year Return-+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score7068
Momentum Score6853
Value Score-70

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 IZRL?

BBEM has an expense ratio of 0.15% while IZRL charges 0.49%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and IZRL hold the same stocks?

BBEM and IZRL 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 IZRL?

Over the past year, BBEM returned +43.15% while IZRL returned +27.23%. BBEM outperformed over this period. Past performance does not guarantee future results.