BBEM vs FTCB
BBEM vs FTCB
JPMorgan BetaBuilders Emerging Markets Equity ETF vs First Trust Core Investment Grade ETF
Quick Verdict
BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.
Side-by-Side Comparison
| Metric | BBEM | FTCB | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.56% | |
| AUM | $748M | $2.5B | |
| Dividend Yield | 2.52% | 5.24% | |
| Holdings | 1,132 | 721 | |
| YTD Return | +15.82% | +0.12% | |
| 1Y Return | +32.69% | +2.43% | |
| 3Y Return (annualized) | +19.42% | - | |
| 5Y Return (annualized) | - | - | |
| Volatility (annualized) | 15.1% | 5.1% | |
| Max Drawdown | -17.4% | -5.0% | |
| Fund Family | J.P. Morgan Asset Management | First Trust Portfolios (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 10, 2023 | Nov 7, 2023 |
BBEM vs FTCB Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and First Trust Core Investment Grade ETF (FTCB) is a ETF from First Trust Portfolios (US). Over the past year BBEM returned +32.69% while FTCB returned +2.43%. Year to date, BBEM is up 15.82% versus a gain of 0.12% for FTCB.
Risk: Volatility and Drawdowns
BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.1% for FTCB. 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 -17.4% for BBEM and -5.0% for FTCB. 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while FTCB charges 0.56%. On a $10,000 position that is $15 vs $56 annually, a gap of $41 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 5.24% for FTCB.
Holdings Overlap
BBEM and FTCB share 0 holdings out of 1220 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBEM or FTCB?
BBEM has an expense ratio of 0.15% while FTCB charges 0.56%. BBEM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, BBEM or FTCB?
Over the past year BBEM returned +32.69% vs +2.43% for FTCB, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +5.77% for FTCB. Past performance does not guarantee future results.
Which is riskier, BBEM or FTCB?
BBEM has been the more volatile fund at 15.1% annualized versus 5.1% for FTCB. Worst drawdown: BBEM -17.4% vs FTCB -5.0%.
Should I hold both BBEM and FTCB?
BBEM and FTCB have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and FTCB?
BBEM and FTCB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1220 unique securities.
Which pays a higher dividend, BBEM or FTCB?
BBEM yields 2.52% while FTCB yields 5.24%, so FTCB currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.