BBEM vs HFXI
JPMorgan BetaBuilders Emerging Markets Equity ETF vs NYLI FTSE International Equity Currency Neutral 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 | HFXI | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.20% | |
| AUM | $748M | $2.0B | |
| Dividend Yield | 2.52% | 3.96% | |
| Holdings | 1,132 | 858 | |
| YTD Return | +17.24% | +17.72% | |
| 1Y Return | +33.15% | +31.13% | |
| 3Y Return (annualized) | +20.56% | +20.98% | |
| 5Y Return (annualized) | - | +12.28% | |
| Volatility (annualized) | 15.1% | 13.9% | |
| Max Drawdown | -17.4% | -34.2% | |
| Fund Family | J.P. Morgan Asset Management | INDEXIQ ETF TRUST | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Jul 22, 2015 |
BBEM vs HFXI Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and NYLI FTSE International Equity Currency Neutral ETF (HFXI) is a ETF from INDEXIQ ETF TRUST. Over the past year BBEM returned +33.15% while HFXI returned +31.13%. Year to date, BBEM is up 17.24% versus a gain of 17.72% for HFXI.
Over three years, BBEM compounded at +20.56% per year against +20.98% for HFXI. Across the full 3-year window we track, BBEM has the edge at +19.91% annualized vs +7.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.9% for HFXI. 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 -34.2% for HFXI. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBEM charges 0.15% per year while HFXI charges 0.20%. On a $10,000 position that is $15 vs $20 annually, a gap of $5 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 3.96% for HFXI.
Holdings Overlap
BBEM and HFXI share 40 holdings out of 1608 unique holdings combined, representing a 6.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBEM or HFXI?
BBEM has an expense ratio of 0.15% while HFXI charges 0.20%. BBEM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, BBEM or HFXI?
Over the past year BBEM returned +33.15% vs +31.13% for HFXI, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.91% vs +7.98% for HFXI. Past performance does not guarantee future results.
Which is riskier, BBEM or HFXI?
BBEM has been the more volatile fund at 15.1% annualized versus 13.9% for HFXI. Worst drawdown: BBEM -17.4% vs HFXI -34.2%.
Should I hold both BBEM and HFXI?
BBEM and HFXI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and HFXI?
BBEM and HFXI share 40 common holdings with a 6.7% weight overlap. Combined, they hold 1608 unique securities.
Which pays a higher dividend, BBEM or HFXI?
BBEM yields 2.52% while HFXI yields 3.96%, so HFXI currently pays the higher dividend yield.
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