BBEM vs HUSV
BBEM vs HUSV
JPMorgan BetaBuilders Emerging Markets Equity ETF vs First Trust Horizon Managed Volatility Domestic 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 | HUSV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.70% | |
| AUM | $748M | $74M | |
| Dividend Yield | 2.52% | 1.37% | |
| Holdings | 1,132 | 101 | |
| YTD Return | +15.82% | +8.58% | |
| 1Y Return | +32.69% | +5.89% | |
| 3Y Return (annualized) | +19.42% | +9.95% | |
| 5Y Return (annualized) | - | +6.22% | |
| Volatility (annualized) | 15.1% | 13.2% | |
| Max Drawdown | -17.4% | -35.7% | |
| Fund Family | J.P. Morgan Asset Management | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Aug 24, 2016 |
BBEM vs HUSV Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US). Over the past year BBEM returned +32.69% while HUSV returned +5.89%. Year to date, BBEM is up 15.82% versus a gain of 8.58% for HUSV.
Over three years, BBEM compounded at +19.42% per year against +9.95% for HUSV. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +8.52%. 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 13.2% for HUSV. 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 -35.7% for HUSV. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while HUSV charges 0.70%. On a $10,000 position that is $15 vs $70 annually, a gap of $55 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 1.37% for HUSV.
Holdings Overlap
BBEM and HUSV share 1 holdings out of 989 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBEM | Weight in HUSV | Difference |
|---|---|---|---|
| PG | 0.01% | 1.10% | 1.09% |
Frequently Asked Questions
Which is cheaper, BBEM or HUSV?
BBEM has an expense ratio of 0.15% while HUSV charges 0.70%. BBEM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, BBEM or HUSV?
Over the past year BBEM returned +32.69% vs +5.89% for HUSV, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +8.52% for HUSV. Past performance does not guarantee future results.
Which is riskier, BBEM or HUSV?
BBEM has been the more volatile fund at 15.1% annualized versus 13.2% for HUSV. Worst drawdown: BBEM -17.4% vs HUSV -35.7%.
Should I hold both BBEM and HUSV?
BBEM and HUSV have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and HUSV?
BBEM and HUSV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 989 unique securities.
Which pays a higher dividend, BBEM or HUSV?
BBEM yields 2.52% while HUSV yields 1.37%, so BBEM currently pays the higher dividend yield.
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