BBEM vs MFEM

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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

MetricBBEMMFEM
Fund FamilyJ.P. Morgan Asset ManagementPIMCO (US)
Expense Ratio0.15%0.49%
AUM$752M$127M
Dividend Yield5.16%2.32%
Holdings Count1,130772
Inception Date2023-05-102017-08-31
Investment StyleLarge Cap BlendLarge Cap Value
1-Month Return+7.76%+9.42%
YTD Return+5.40%+7.98%
1-Year Return+43.15%+37.08%
3-Year Return-+15.74%
5-Year Return-+7.46%
10-Year Return--
Buy Score7068
Momentum Score6879
Value Score-53

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 MFEM?

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

Do BBEM and MFEM hold the same stocks?

BBEM and MFEM 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 MFEM?

Over the past year, BBEM returned +43.15% while MFEM returned +37.08%. BBEM outperformed over this period. Past performance does not guarantee future results.