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 866 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 Score6840
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
869
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 869 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.