AVSE vs BBEM
Avantis Responsible Emerging Markets Equity ETF vs JPMorgan BetaBuilders Emerging Markets Equity ETF
Quick Verdict
BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.
Side-by-Side Comparison
| Metric | AVSE | BBEM | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.15% | |
| AUM | $210M | $748M | |
| Dividend Yield | 1.27% | 2.52% | |
| Holdings | 4,803 | 1,132 | |
| YTD Return | +17.09% | +15.82% | |
| 1Y Return | +32.20% | +32.69% | |
| 3Y Return (annualized) | +21.99% | +19.42% | |
| 5Y Return (annualized) | - | - | |
| Volatility (annualized) | 18.3% | 15.1% | |
| Max Drawdown | -26.3% | -17.4% | |
| Fund Family | Avantis Investors | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 28, 2022 | May 10, 2023 |
AVSE vs BBEM Performance
Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management. Over the past year AVSE returned +32.20% while BBEM returned +32.69%. Year to date, AVSE is up 17.09% versus a gain of 15.82% for BBEM.
Over three years, AVSE compounded at +21.99% per year against +19.42% for BBEM. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +13.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSE has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 15.1% for BBEM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -26.3% for AVSE and -17.4% for BBEM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVSE charges 0.33% per year while BBEM charges 0.15%. On a $10,000 position that is $33 vs $15 annually, a gap of $18 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 2.52% for BBEM.
Holdings Overlap
AVSE and BBEM share 298 holdings out of 2117 unique holdings combined, representing a 30.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVSE or BBEM?
AVSE has an expense ratio of 0.33% while BBEM charges 0.15%. BBEM is the cheaper option. On a $10,000 investment, that is $18 per year of difference.
Which performed better, AVSE or BBEM?
Over the past year AVSE returned +32.20% vs +32.69% for BBEM, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), AVSE annualized +13.25% vs +19.55% for BBEM. Past performance does not guarantee future results.
Which is riskier, AVSE or BBEM?
AVSE has been the more volatile fund at 18.3% annualized versus 15.1% for BBEM. Worst drawdown: AVSE -26.3% vs BBEM -17.4%.
Should I hold both AVSE and BBEM?
AVSE and BBEM have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AVSE and BBEM?
AVSE and BBEM share 298 common holdings with a 30.2% weight overlap. Combined, they hold 2117 unique securities.
Which pays a higher dividend, AVSE or BBEM?
AVSE yields 1.27% while BBEM yields 2.52%, so BBEM currently pays the higher dividend yield.
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