BBEM vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. BBEM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricBBEMSPGM
Fund FamilyJ.P. Morgan Asset ManagementSPDR State Street Global Advisors
Expense Ratio0.15%0.09%
AUM$752M$1.5B
Dividend Yield5.16%1.80%
Holdings Count1,1302,954
Inception Date2023-05-102012-02-27
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+7.76%+3.34%
YTD Return+5.40%+2.71%
1-Year Return+43.15%+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score7076
Momentum Score6859
Value Score-71

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 SPGM?

BBEM has an expense ratio of 0.15% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do BBEM and SPGM hold the same stocks?

BBEM and SPGM 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 SPGM?

Over the past year, BBEM returned +43.15% while SPGM returned +23.81%. BBEM outperformed over this period. Past performance does not guarantee future results.