BBEM vs SAWS

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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

MetricBBEMSAWS
Fund FamilyJ.P. Morgan Asset ManagementAdvisors Asset Management, Inc.
Expense Ratio0.15%0.55%
AUM$752M$6M
Dividend Yield5.16%0.02%
Holdings Count1,13071
Inception Date2023-05-102024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+7.76%+4.06%
YTD Return+5.40%+3.70%
1-Year Return+43.15%+8.69%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7066
Momentum Score6861
Value Score-49

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
936
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, BBEM or SAWS?

BBEM has an expense ratio of 0.15% while SAWS charges 0.55%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and SAWS hold the same stocks?

BBEM and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 936 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, BBEM or SAWS?

Over the past year, BBEM returned +43.15% while SAWS returned +8.69%. BBEM outperformed over this period. Past performance does not guarantee future results.