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BBLU vs EFV
Ea Bridgeway Blue Chip ETF vs iShares MSCI EAFE Value ETF
Key differences
Both BBLU and EFV are equity ETFs. BBLU charges 0.15% a year and EFV 0.31%. The main difference: BBLU follows a active selection strategy; EFV uses index tracking.
- BBLU follows a active selection strategy; EFV uses index tracking.
- BBLU costs 0.16% less per year.
- EFV is much larger than BBLU. 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 | EFV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.31% |
| Fund size (AUM) | $436M | $30.1B |
| Since | 1997 | 2005 |
| Dividend yield | 1.13% | 3.77% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +25.9% |
| CAGR 3Y | +23.3% | +22.7% |
| CAGR 5Y | N/A | +12.1% |
| Sharpe 3Y | 1.32 | 1.24 |
| Volatility 1Y | 11.42% | 14.33% |
| Max drawdown | -17.20% | -43.16% |
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