Screener
BBLU vs DIVG
Ea Bridgeway Blue Chip ETF vs Invesco S&P 500 High Dividend Growers ETF
Key differences
Both BBLU and DIVG are equity ETFs. BBLU charges 0.15% a year and DIVG 0.39%. The main difference: BBLU follows a active selection strategy; DIVG uses index tracking.
- BBLU follows a active selection strategy; DIVG uses index tracking.
- BBLU costs 0.24% less per year.
- BBLU is much larger than DIVG. 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 | DIVG | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $436M | $11M |
| Since | 1997 | 2023 |
| Dividend yield | 1.13% | 3.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +23.4% |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | N/A |
| Volatility 1Y | 11.42% | 10.74% |
| Max drawdown | -17.20% | -14.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.