BBEM vs IGBH
JPMorgan BetaBuilders Emerging Markets Equity ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Quick Verdict
IGBH has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.
Side-by-Side Comparison
| Metric | BBEM | IGBH | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.14% | |
| AUM | $748M | $203M | |
| Dividend Yield | 2.52% | 5.68% | |
| Holdings | 1,132 | 4,130 | |
| YTD Return | +15.82% | +1.43% | |
| 1Y Return | +32.69% | +5.80% | |
| 3Y Return (annualized) | +19.42% | +7.55% | |
| 5Y Return (annualized) | - | +5.34% | |
| Volatility (annualized) | 15.1% | 7.5% | |
| Max Drawdown | -17.4% | -38.9% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | May 10, 2023 | Jul 22, 2015 |
BBEM vs IGBH Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US). Over the past year BBEM returned +32.69% while IGBH returned +5.80%. Year to date, BBEM is up 15.82% versus a gain of 1.43% for IGBH.
Over three years, BBEM compounded at +19.42% per year against +7.55% for IGBH. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +2.85%. 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 7.5% for IGBH. 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 -38.9% for IGBH. 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while IGBH charges 0.14%. On a $10,000 position that is $15 vs $14 annually, a gap of $1 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 5.68% for IGBH.
Holdings Overlap
BBEM and IGBH share 0 holdings out of 965 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 IGBH?
BBEM has an expense ratio of 0.15% while IGBH charges 0.14%. IGBH is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BBEM or IGBH?
Over the past year BBEM returned +32.69% vs +5.80% for IGBH, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +2.85% for IGBH. Past performance does not guarantee future results.
Which is riskier, BBEM or IGBH?
BBEM has been the more volatile fund at 15.1% annualized versus 7.5% for IGBH. Worst drawdown: BBEM -17.4% vs IGBH -38.9%.
Should I hold both BBEM and IGBH?
BBEM and IGBH have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and IGBH?
BBEM and IGBH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 965 unique securities.
Which pays a higher dividend, BBEM or IGBH?
BBEM yields 2.52% while IGBH yields 5.68%, so IGBH currently pays the higher dividend yield.
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