Screener
BBLU vs FNDC
Ea Bridgeway Blue Chip ETF vs Schwab Fundamental International Small Equity ETF
Key differences
Both BBLU and FNDC are equity ETFs. BBLU charges 0.15% a year and FNDC 0.39%. The main difference: BBLU follows a active selection strategy; FNDC uses index tracking.
- BBLU follows a active selection strategy; FNDC uses index tracking.
- BBLU covers North America; FNDC covers global markets excluding the US.
- BBLU costs 0.24% less per year.
- FNDC 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 | FNDC | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $436M | $3.1B |
| Since | 1997 | 2013 |
| Dividend yield | 1.13% | 3.40% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +23.2% |
| CAGR 3Y | +23.3% | +18.4% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | 1.32 | 0.98 |
| Volatility 1Y | 11.42% | 14.52% |
| Max drawdown | -17.20% | -43.22% |
Similar to BBLU and FNDC
Explore further