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BBLU vs DFSU
Ea Bridgeway Blue Chip ETF vs Dimensional US Sustainability Core 1 ETF
Key differences
Both BBLU and DFSU are equity ETFs. BBLU charges 0.15% a year and DFSU 0.15%. The main difference: DFSU is much larger than BBLU. Larger funds are usually more liquid and less likely to close.
- DFSU 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 | DFSU | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $436M | $2.2B |
| Since | 1997 | 2022 |
| Dividend yield | 1.13% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.7% | +21.9% |
| CAGR 3Y | +23.3% | +20.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | 1.06 |
| Volatility 1Y | 11.42% | 13.21% |
| Max drawdown | -17.20% | -19.88% |
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