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BBLU vs DFAX
Ea Bridgeway Blue Chip ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
Both BBLU and DFAX are equity ETFs. BBLU charges 0.15% a year and DFAX 0.28%. The main difference: BBLU costs 0.13% less per year.
- BBLU costs 0.13% less per year.
- DFAX is much larger than BBLU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BBLU has delivered higher annualized returns.
- BBLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBLU | DFAX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.28% |
| Fund size (AUM) | $436M | $12.1B |
| Since | 1997 | 2008 |
| Dividend yield | 1.13% | 2.21% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.7% | +29.4% |
| CAGR 3Y | +23.3% | +20.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | 1.10 |
| Volatility 1Y | 11.42% | 15.32% |
| Max drawdown | -17.20% | -28.15% |
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