BBEM vs GLOW

Quick Verdict

BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.

Lower Fees: BBEMHigher Returns: BBEMMore Diversified: BBEM

Side-by-Side Comparison

MetricBBEMGLOWWinner
Expense Ratio0.15%0.72%
AUM$748M$63M
Dividend Yield2.52%1.28%
Holdings1,13216
YTD Return+15.82%+14.31%
1Y Return+32.69%+25.58%
3Y Return (annualized)+19.42%-
5Y Return (annualized)--
Volatility (annualized)15.1%10.7%
Max Drawdown-17.4%-15.6%
Fund FamilyJ.P. Morgan Asset ManagementVictory Capital Management Inc.
CategoryEquityEquity
InceptionMay 10, 2023Jun 21, 2024

BBEM vs GLOW Performance

JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc.. Over the past year BBEM returned +32.69% while GLOW returned +25.58%. Year to date, BBEM is up 15.82% versus a gain of 14.31% for GLOW.

Risk: Volatility and Drawdowns

BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.7% for GLOW. 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 -15.6% for GLOW. 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBEM charges 0.15% per year while GLOW charges 0.72%. On a $10,000 position that is $15 vs $72 annually, a gap of $57 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 1.28% for GLOW.

Holdings Overlap

0.0%overlap

BBEM and GLOW share 0 holdings out of 904 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 GLOW?

BBEM has an expense ratio of 0.15% while GLOW charges 0.72%. BBEM is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, BBEM or GLOW?

Over the past year BBEM returned +32.69% vs +25.58% for GLOW, so BBEM leads on 1-year performance. Over the longest common window we track (2 years), BBEM annualized +19.55% vs +19.77% for GLOW. Past performance does not guarantee future results.

Which is riskier, BBEM or GLOW?

BBEM has been the more volatile fund at 15.1% annualized versus 10.7% for GLOW. Worst drawdown: BBEM -17.4% vs GLOW -15.6%.

Should I hold both BBEM and GLOW?

BBEM and GLOW have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEM and GLOW?

BBEM and GLOW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 904 unique securities.

Which pays a higher dividend, BBEM or GLOW?

BBEM yields 2.52% while GLOW yields 1.28%, so BBEM currently pays the higher dividend yield.

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