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BBLU vs BAMA
Ea Bridgeway Blue Chip ETF vs Brookstone Active ETF
Key differences
BBLU is an equity ETF, while BAMA is a mixed asset ETF. BBLU charges 0.15% a year and BAMA 0.99%.
- BBLU is an equity fund, while BAMA is a mixed asset fund. They carry different risk/return profiles.
- BBLU costs 0.84% less per year.
- BBLU is much larger than BAMA. Larger funds are usually more liquid and less likely to close.
- BBLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBLU | BAMA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.99% |
| Fund size (AUM) | $436M | $53M |
| Since | 1997 | 2023 |
| Dividend yield | 1.13% | 1.31% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.7% | +17.3% |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | N/A |
| Volatility 1Y | 11.42% | 9.51% |
| Max drawdown | -17.20% | -12.27% |
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