BBEM vs SOXL
JPMorgan BetaBuilders Emerging Markets Equity ETF vs Direxion Daily Semiconductor Bull 3X ETF
Quick Verdict
BBEM has a lower expense ratio. SOXL delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.
Side-by-Side Comparison
| Metric | BBEM | SOXL | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.75% | |
| AUM | $748M | $18.8B | |
| Dividend Yield | 2.52% | 0.00% | |
| Holdings | 1,132 | 43 | |
| YTD Return | +17.24% | +200.93% | |
| 1Y Return | +33.15% | +407.71% | |
| 3Y Return (annualized) | +20.56% | +84.46% | |
| 5Y Return (annualized) | - | +27.78% | |
| Volatility (annualized) | 15.1% | 87.8% | |
| Max Drawdown | -17.4% | -90.5% | |
| Fund Family | J.P. Morgan Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 10, 2023 | Mar 11, 2010 |
BBEM vs SOXL Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and Direxion Daily Semiconductor Bull 3X ETF (SOXL) is a ETF from Direxion Shares ETF Trust. Over the past year BBEM returned +33.15% while SOXL returned +407.71%. Year to date, BBEM is up 17.24% versus a gain of 200.93% for SOXL.
Over three years, BBEM compounded at +20.56% per year against +84.46% for SOXL. Across the full 3-year window we track, SOXL has the edge at +38.88% annualized vs +19.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOXL has been the more volatile fund, with annualized monthly volatility of 87.8% 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 -90.5% for SOXL. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBEM charges 0.15% per year while SOXL charges 0.75%. On a $10,000 position that is $15 vs $75 annually, a gap of $60 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 0.00% for SOXL.
Holdings Overlap
BBEM and SOXL share 2 holdings out of 919 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBEM or SOXL?
BBEM has an expense ratio of 0.15% while SOXL charges 0.75%. BBEM is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, BBEM or SOXL?
Over the past year BBEM returned +33.15% vs +407.71% for SOXL, so SOXL leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.91% vs +38.88% for SOXL. Past performance does not guarantee future results.
Which is riskier, BBEM or SOXL?
SOXL has been the more volatile fund at 87.8% annualized versus 15.1% for BBEM. Worst drawdown: BBEM -17.4% vs SOXL -90.5%.
Should I hold both BBEM and SOXL?
BBEM and SOXL have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBEM and SOXL?
BBEM and SOXL share 2 common holdings with a 0.5% weight overlap. Combined, they hold 919 unique securities.
Which pays a higher dividend, BBEM or SOXL?
BBEM yields 2.52% while SOXL yields 0.00%, so BBEM currently pays the higher dividend yield.
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