BBEM vs IG
BBEM vs IG
JPMorgan BetaBuilders Emerging Markets Equity ETF vs Principal Investment Grade Corporate 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 | IG | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.19% | |
| AUM | $748M | $198M | |
| Dividend Yield | 2.52% | 5.07% | |
| Holdings | 1,132 | 248 | |
| YTD Return | +15.82% | -1.54% | |
| 1Y Return | +32.69% | +0.84% | |
| 3Y Return (annualized) | +19.42% | +4.56% | |
| 5Y Return (annualized) | - | -0.69% | |
| Volatility (annualized) | 15.1% | 8.0% | |
| Max Drawdown | -17.4% | -23.8% | |
| Fund Family | J.P. Morgan Asset Management | Principal Funds | |
| Category | Equity | Fixed Income | |
| Inception | May 10, 2023 | Apr 18, 2018 |
BBEM vs IG Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and Principal Investment Grade Corporate ETF (IG) is a ETF from Principal Funds. Over the past year BBEM returned +32.69% while IG returned +0.84%. Year to date, BBEM is up 15.82% versus a loss of 1.54% for IG.
Over three years, BBEM compounded at +19.42% per year against +4.56% for IG. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +0.59%. 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 8.0% for IG. 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 -23.8% for IG. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while IG charges 0.19%. On a $10,000 position that is $15 vs $19 annually, a gap of $4 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 5.07% for IG.
Holdings Overlap
BBEM and IG share 0 holdings out of 1034 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 IG?
BBEM has an expense ratio of 0.15% while IG charges 0.19%. BBEM is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
Which performed better, BBEM or IG?
Over the past year BBEM returned +32.69% vs +0.84% for IG, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +0.59% for IG. Past performance does not guarantee future results.
Which is riskier, BBEM or IG?
BBEM has been the more volatile fund at 15.1% annualized versus 8.0% for IG. Worst drawdown: BBEM -17.4% vs IG -23.8%.
Should I hold both BBEM and IG?
BBEM and IG have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and IG?
BBEM and IG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1034 unique securities.
Which pays a higher dividend, BBEM or IG?
BBEM yields 2.52% while IG yields 5.07%, so IG currently pays the higher dividend yield.
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