BBEM vs IZRL
JPMorgan BetaBuilders Emerging Markets Equity ETF vs ARK Israel Innovative Technology 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 | IZRL | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.49% | |
| AUM | $748M | $142M | |
| Dividend Yield | 2.52% | 2.55% | |
| Holdings | 1,132 | 63 | |
| YTD Return | +15.82% | -0.27% | |
| 1Y Return | +32.69% | +13.01% | |
| 3Y Return (annualized) | +19.42% | +15.44% | |
| 5Y Return (annualized) | - | +0.04% | |
| Volatility (annualized) | 15.1% | 23.5% | |
| Max Drawdown | -17.4% | -60.0% | |
| Fund Family | J.P. Morgan Asset Management | Ark Invest | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Dec 4, 2017 |
BBEM vs IZRL Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest. Over the past year BBEM returned +32.69% while IZRL returned +13.01%. Year to date, BBEM is up 15.82% versus a loss of 0.27% for IZRL.
Over three years, BBEM compounded at +19.42% per year against +15.44% for IZRL. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +5.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IZRL has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 15.1% for BBEM. 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 -60.0% for IZRL. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBEM charges 0.15% per year while IZRL charges 0.49%. On a $10,000 position that is $15 vs $49 annually, a gap of $34 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 2.55% for IZRL.
Holdings Overlap
BBEM and IZRL share 0 holdings out of 955 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 IZRL?
BBEM has an expense ratio of 0.15% while IZRL charges 0.49%. BBEM is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, BBEM or IZRL?
Over the past year BBEM returned +32.69% vs +13.01% for IZRL, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +5.46% for IZRL. Past performance does not guarantee future results.
Which is riskier, BBEM or IZRL?
IZRL has been the more volatile fund at 23.5% annualized versus 15.1% for BBEM. Worst drawdown: BBEM -17.4% vs IZRL -60.0%.
Should I hold both BBEM and IZRL?
BBEM and IZRL have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and IZRL?
BBEM and IZRL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 955 unique securities.
Which pays a higher dividend, BBEM or IZRL?
BBEM yields 2.52% while IZRL yields 2.55%, so IZRL currently pays the higher dividend yield.
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