BBEM vs PHDG
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BBEM vs PHDG
JPMorgan BetaBuilders Emerging Markets Equity ETF vs Invesco S&P 500 Downside Hedged ETF
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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
| Metric | BBEM | PHDG |
|---|---|---|
| Fund Family | J.P. Morgan Asset Management | Invesco (US) |
| Expense Ratio | 0.15% | 0.39% |
| AUM | $752M | $65M |
| Dividend Yield | 5.16% | 2.06% |
| Holdings Count | 1,130 | 513 |
| Inception Date | 2023-05-10 | 2012-12-05 |
| Investment Style | Large Cap Blend | All Cap Blend |
| 1-Month Return | +7.76% | +0.30% |
| YTD Return | +5.40% | +1.71% |
| 1-Year Return | +43.15% | +3.17% |
| 3-Year Return | - | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 70 | 71 |
| Momentum Score | 68 | 40 |
| Value Score | - | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, BBEM or PHDG?
BBEM has an expense ratio of 0.15% while PHDG charges 0.39%. BBEM is the cheaper option, saving you money on management fees over time.
Do BBEM and PHDG hold the same stocks?
BBEM and PHDG share 2 common holdings with a 0.2% weight overlap. They hold 1348 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, BBEM or PHDG?
Over the past year, BBEM returned +43.15% while PHDG returned +3.17%. BBEM outperformed over this period. Past performance does not guarantee future results.