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BBLU vs ESGE
Ea Bridgeway Blue Chip ETF vs iShares ESG Aware MSCI EM ETF
Key differences
Both BBLU and ESGE are equity ETFs. BBLU charges 0.15% a year and ESGE 0.25%. The main difference: BBLU follows a active selection strategy; ESGE uses index tracking.
- BBLU follows a active selection strategy; ESGE uses index tracking.
- BBLU covers North America; ESGE covers emerging markets.
- BBLU costs 0.10% less per year.
- ESGE 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 | ESGE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $436M | $7.1B |
| Since | 1997 | 2016 |
| Dividend yield | 1.13% | 2.01% |
| Asset class | equity | equity |
| Region | north america | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +41.3% |
| CAGR 3Y | +23.3% | +22.3% |
| CAGR 5Y | N/A | +5.6% |
| Sharpe 3Y | 1.32 | 0.98 |
| Volatility 1Y | 11.42% | 21.17% |
| Max drawdown | -17.20% | -41.07% |
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