BBEM vs IVV
JPMorgan BetaBuilders Emerging Markets Equity ETF vs iShares Core S&P 500 ETF
Which is better, BBEM or IVV?
Each has led over a different period.
IVV has a lower expense ratio. BBEM led over 1Y, IVV over 3Y and the full window. BBEM is less concentrated, with 37.9% of the fund in its ten largest positions against 38.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBEM | IVV |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $857M | $896.5B |
| Dividend Yield | 4.59% | 1.10% |
| Holdings | 1,489 | 508 |
| YTD Return | +13.13% | +13.59%Best |
| 1Y Return | +21.67%Best | +17.54% |
| 3Y Return (annualized) | +20.35% | +22.46%Best |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 15.1% | 12.6%Best |
| Max Drawdown | -17.4%Best | -18.8% |
| $10,000 over 3.4 years | $17,348 | $19,492Best |
| Top 10 Weight | 37.9%Best | 38.9% |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 10, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 12, 2023 to Oct 14, 2026 (3.4 years).
BBEM vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
BBEM vs IVV Performance
JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is an ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBEM returned +21.67% while IVV returned +17.54%. Year to date, BBEM is up 13.13% versus a gain of 13.59% for IVV.
Over three years, BBEM compounded at +20.35% per year against +22.46% for IVV.
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 12.6% for IVV. 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 -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBEM charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, BBEM currently yields 4.59% against 1.10% for IVV.
Holdings Overlap
0.1% of IVV's money is in holdings BBEM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 1,433 positions we hold weights for in BBEM and 506 in IVV, against full books of 1,489 and 508.
What only one of them owns
Our book lists 499 positions for IVV that do not appear in our book for BBEM (99.3% of the fund), and 11 for BBEM that do not appear in IVV (1.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BBEM | Weight in IVV | Difference |
|---|---|---|---|
| TELTE Connectivity PLC Common Stock | 0.01% | 0.10% | 0.09% |
You are not choosing between two funds in isolation.
Whichever of BBEM and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBEM or IVV?
BBEM has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, BBEM or IVV?
Over the past year BBEM returned +21.67% vs +17.54% for IVV, so BBEM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBEM or IVV?
BBEM has been the more volatile fund at 15.1% annualized versus 12.6% for IVV. Worst drawdown: BBEM -17.4% vs IVV -18.8%.
Should I hold both BBEM and IVV?
BBEM and IVV have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BBEM or IVV?
BBEM yields 4.59% while IVV yields 1.10%, so BBEM currently pays the higher dividend yield.
Is IVV better than BBEM?
IVV has a lower expense ratio. BBEM led over 1Y, IVV over 3Y and the full window. BBEM is less concentrated, with 37.9% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.