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 866 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 Score6852
Value Score-70

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
928
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 928 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.