BBEM vs TYO

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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

MetricBBEMTYO
Fund FamilyJ.P. Morgan Asset ManagementDirexion Shares ETF Trust
Expense Ratio0.15%1.00%
AUM$752M$9M
Dividend Yield5.16%3.85%
Holdings Count1,1306
Inception Date2023-05-102009-04-16
Investment StyleLarge Cap BlendTrading-Inverse Debt
1-Month Return+7.76%+1.89%
YTD Return+5.40%+1.51%
1-Year Return+43.15%-5.33%
3-Year Return-+7.45%
5-Year Return-+12.86%
10-Year Return-+0.23%
Buy Score7055
Momentum Score6841
Value Score-36

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 TYO?

BBEM has an expense ratio of 0.15% while TYO charges 1.00%. BBEM is the cheaper option, saving you money on management fees over time.

Do BBEM and TYO hold the same stocks?

BBEM and TYO 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 TYO?

Over the past year, BBEM returned +43.15% while TYO returned -5.33%. BBEM outperformed over this period. Past performance does not guarantee future results.