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BBLU vs DVYA

Ea Bridgeway Blue Chip ETF vs iShares Asia/Pacific Dividend ETF

BBLU

Ea Bridgeway Blue Chip ETF

Annual cost

0.15%

Fund size

$436M

DVYA

iShares Asia/Pacific Dividend ETF

Annual cost

0.49%

Fund size

$70M

Key differences

Both BBLU and DVYA are equity ETFs. BBLU charges 0.15% a year and DVYA 0.49%. The main difference: BBLU follows a active selection strategy; DVYA uses index tracking.

  • BBLU follows a active selection strategy; DVYA uses index tracking.
  • BBLU covers North America; DVYA covers the Asia-Pacific region.
  • BBLU costs 0.34% less per year.
  • BBLU is much larger than DVYA. 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

BBLUDVYA
Annual cost (TER)0.15%0.49%
Fund size (AUM)$436M$70M
Since19972012
Dividend yield1.13%4.29%
Asset classequityequity
Regionnorth americaasia pacific
Strategyactive selectionindex tracking
CAGR 1Y+26.7%+34.4%
CAGR 3Y+23.3%+21.6%
CAGR 5YN/A+9.3%
Sharpe 3Y1.321.16
Volatility 1Y11.42%13.32%
Max drawdown-17.20%-45.61%

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