BBEM vs SBIO

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Quick Verdict

BBEM has a lower expense ratio. SBIO delivered stronger 1-year returns. BBEM offers more diversification with 1130 holdings.

Side-by-Side Comparison

MetricBBEMSBIO
Fund FamilyJ.P. Morgan Asset ManagementALPS Advisors
Expense Ratio0.15%0.50%
AUM$752M$139M
Dividend Yield5.16%0.00%
Holdings Count1,13090
Inception Date2023-05-102014-12-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+7.76%+0.62%
YTD Return+5.40%+2.63%
1-Year Return+43.15%+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score7068
Momentum Score6859
Value Score-67

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 SBIO?

BBEM has an expense ratio of 0.15% while SBIO charges 0.50%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and SBIO hold the same stocks?

BBEM and SBIO 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 SBIO?

Over the past year, BBEM returned +43.15% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.