BBEM vs SBIO

vs

Quick Verdict

BBEM has a lower expense ratio. SBIO delivered stronger 1-year returns. BBEM offers more diversification with 888 holdings.

Side-by-Side Comparison

MetricBBEMSBIO
Fund FamilyJ.P. Morgan Asset ManagementALPS Advisors
Expense Ratio0.15%0.50%
AUM$801M$213M
Dividend Yield2.52%0.00%
Holdings Count1,13287
Inception Date2023-05-102014-12-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+0.54%+18.70%
YTD Return+22.43%+28.38%
1-Year Return+46.91%+114.59%
3-Year Return+23.10%+28.44%
5-Year Return-+6.46%
10-Year Return-+11.93%
Buy Score8276
Momentum Score8378
Value Score5857

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
974
Total Unique

Sector Allocation

Loading chart...

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 974 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 +46.91% while SBIO returned +114.59%. SBIO outperformed over this period. Past performance does not guarantee future results.