BBEM vs KF

Quick Verdict

KF delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: BBEM

Side-by-Side Comparison

MetricBBEMKFWinner
Expense Ratio0.15%-
AUM$748M$285M
Dividend Yield2.52%1.57%
Holdings1,13252
YTD Return+15.82%+55.19%
1Y Return+32.69%+121.76%
3Y Return (annualized)+19.42%+40.09%
5Y Return (annualized)-+15.19%
Volatility (annualized)15.1%43.4%
Max Drawdown-17.4%-77.0%
Fund FamilyJ.P. Morgan Asset ManagementThe Korea Fund, Inc. (KF)
CategoryEquityEquity
InceptionMay 10, 2023Aug 29, 1984

BBEM vs KF Performance

JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year BBEM returned +32.69% while KF returned +121.76%. Year to date, BBEM is up 15.82% versus a gain of 55.19% for KF.

Over three years, BBEM compounded at +19.42% per year against +40.09% for KF. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +16.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% 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 -77.0% for KF. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

10.3%overlap

BBEM and KF share 20 holdings out of 918 unique holdings combined, representing a 10.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBEMWeight in KFDifference
005930:KR5.29%21.11%15.82%
000660:KR2.83%18.40%15.57%
055550:KR0.24%2.84%2.60%
000270:KRProProPro
402340:KRProProPro
028260:KRProProPro
329180:KRProProPro
035420:KRProProPro
034730:KRProProPro
12450:KRProProPro
See all 10 holdings BBEM shares with KF
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which performed better, BBEM or KF?

Over the past year BBEM returned +32.69% vs +121.76% for KF, so KF leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +16.27% for KF. Past performance does not guarantee future results.

Which is riskier, BBEM or KF?

KF has been the more volatile fund at 43.4% annualized versus 15.1% for BBEM. Worst drawdown: BBEM -17.4% vs KF -77.0%.

Should I hold both BBEM and KF?

BBEM and KF have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEM and KF?

BBEM and KF share 20 common holdings with a 10.3% weight overlap. Combined, they hold 918 unique securities.

Which pays a higher dividend, BBEM or KF?

BBEM yields 2.52% while KF yields 1.57%, so BBEM currently pays the higher dividend yield.

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