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 1130 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
0
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 0 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.