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 1130 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 | 41 |
| Value Score | - | 57 |
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 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 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 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.