BBEM vs INCE
JPMorgan BetaBuilders Emerging Markets Equity ETF vs Franklin Income Equity Focus 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 | INCE | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.29% | |
| AUM | $748M | $132M | |
| Dividend Yield | 2.52% | 4.82% | |
| Holdings | 1,132 | 82 | |
| YTD Return | +15.82% | +15.94% | |
| 1Y Return | +32.69% | +26.30% | |
| 3Y Return (annualized) | +19.42% | +16.63% | |
| 5Y Return (annualized) | - | +10.93% | |
| Volatility (annualized) | 15.1% | 13.8% | |
| Max Drawdown | -17.4% | -34.1% | |
| Fund Family | J.P. Morgan Asset Management | Franklin Templeton Investments (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Sep 20, 2016 |
BBEM vs INCE Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and Franklin Income Equity Focus ETF (INCE) is a ETF from Franklin Templeton Investments (US). Over the past year BBEM returned +32.69% while INCE returned +26.30%. Year to date, BBEM is up 15.82% versus a gain of 15.94% for INCE.
Over three years, BBEM compounded at +19.42% per year against +16.63% for INCE. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +12.53%. 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 13.8% for INCE. 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 -34.1% for INCE. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while INCE charges 0.29%. On a $10,000 position that is $15 vs $29 annually, a gap of $14 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 4.82% for INCE.
Holdings Overlap
BBEM and INCE share 1 holdings out of 935 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 INCE | Difference |
|---|---|---|---|
| PG | 0.01% | 2.58% | 2.57% |
Frequently Asked Questions
Which is cheaper, BBEM or INCE?
BBEM has an expense ratio of 0.15% while INCE charges 0.29%. BBEM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, BBEM or INCE?
Over the past year BBEM returned +32.69% vs +26.30% for INCE, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +12.53% for INCE. Past performance does not guarantee future results.
Which is riskier, BBEM or INCE?
BBEM has been the more volatile fund at 15.1% annualized versus 13.8% for INCE. Worst drawdown: BBEM -17.4% vs INCE -34.1%.
Should I hold both BBEM and INCE?
BBEM and INCE have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and INCE?
BBEM and INCE share 1 common holdings with a 0.0% weight overlap. Combined, they hold 935 unique securities.
Which pays a higher dividend, BBEM or INCE?
BBEM yields 2.52% while INCE yields 4.82%, so INCE currently pays the higher dividend yield.
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