BBHL vs JPEF
BBH Select Large Cap ETF vs JPMorgan Equity Focus ETF
Which is better, BBHL or JPEF?
BBHL has been ahead.
JPEF has a lower expense ratio. BBHL led over 1Y. JPEF is less concentrated, with 45.8% of the fund in its ten largest positions against 47.3%.
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 | BBHL | JPEF |
|---|---|---|
| Expense Ratio | 0.71% | 0.44%Best |
| AUM | $540M | $2.1B |
| Dividend Yield | 0.00% | 0.64% |
| Holdings | 98 | 84 |
| YTD Return | +9.09% | +9.64%Best |
| 1Y Return | +11.66%Best | +11.56% |
| 3Y Return (annualized) | - | +19.60% |
| Top 10 Weight | 47.3% | 45.8%Best |
| Fund Family | Brown Brothers Harriman | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 17, 2025 | Mar 10, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BBHL vs JPEF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BBHL vs JPEF Performance
BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management. Over the past year BBHL returned +11.66% while JPEF returned +11.56%. Year to date, BBHL is up 9.09% versus a gain of 9.64% for JPEF.
Past performance does not guarantee future results.
Fees and Cost Over Time
BBHL charges 0.71% per year while JPEF charges 0.44%. On a $10,000 position that is $71 vs $44 annually, a gap of $27 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 0.64% for JPEF.
Holdings Overlap
43.1% of BBHL's money is in holdings JPEF also owns. 52.3% of JPEF's money is in holdings BBHL also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 48 positions we hold weights for in BBHL and 41 in JPEF, against full books of 98 and 84.
What only one of them owns
Our book lists 25 positions for JPEF that do not appear in our book for BBHL (46.0% of the fund), and 32 for BBHL that do not appear in JPEF (53.8%).
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 BBHL | Weight in JPEF | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp_None_0 | 8.15% | 5.05% | 3.10% |
| GOOGAlphabet, Inc.- Cl C | 6.49% | 6.33% | 0.16% |
| NVDANvidia Corp. | 3.18% | 9.59% | 6.41% |
| AAPLApple Inc | 5.76% | 5.69% | 0.07% |
| AMZNAmazon.Com Inc | 5.11% | 4.50% | 0.61% |
| PANWPalo Alto Networks Inc. | 3.94% | 2.45% | 1.49% |
| JNJJohnson & Johnson - Common | 2.22% | 3.24% | 1.02% |
| AVGOBroadcom Inc | 1.71% | 2.80% | 1.09% |
| METAMeta Platforms, Inc. | 1.81% | 2.36% | 0.55% |
| ADIAnalog Devices, Inc. | 0.97% | 3.08% | 2.11% |
52.3% of JPEF is already inside BBHL.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBHL or JPEF?
BBHL has an expense ratio of 0.71% while JPEF charges 0.44%. JPEF is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, BBHL or JPEF?
Over the past year BBHL returned +11.66% vs +11.56% for JPEF, so BBHL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between BBHL and JPEF?
52.3% of JPEF's money is in holdings BBHL also owns. 52.3% of JPEF's is in holdings BBHL also owns. They hold 15 positions in common, counted across the 48 positions we hold weights for in BBHL and 41 in JPEF.
Which pays a higher dividend, BBHL or JPEF?
BBHL yields 0.00% while JPEF yields 0.64%, so JPEF currently pays the higher dividend yield.
Is JPEF better than BBHL?
JPEF has a lower expense ratio. BBHL led over 1Y. JPEF is less concentrated, with 45.8% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.