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JPEF vs BBEM

JPMorgan Equity Focus ETF vs JPMorgan Betabuilders Emerging Markets Equity ETF

JPEF

JPMorgan Equity Focus ETF

Annual cost

0.44%

Fund size

$2.0B

BBEM

JPMorgan Betabuilders Emerging Markets Equity ETF

Annual cost

0.15%

Fund size

$853M

Key differences

Both JPEF and BBEM are equity ETFs. JPEF charges 0.44% a year and BBEM 0.15%. The main difference: JPEF follows a active selection strategy; BBEM uses index tracking.

  • JPEF follows a active selection strategy; BBEM uses index tracking.
  • JPEF covers North America; BBEM covers emerging markets.
  • BBEM costs 0.29% less per year.
  • JPEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPEFBBEM
Annual cost (TER)0.44%0.15%
Fund size (AUM)$2.0B$853M
Since20112023
Dividend yield0.65%2.72%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+17.0%+40.3%
CAGR 3YN/A+20.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y11.62%20.57%
Max drawdown-18.09%-17.42%

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