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BBLU vs IEFA
Ea Bridgeway Blue Chip ETF vs iShares Core MSCI EAFE ETF
Key differences
Both BBLU and IEFA are equity ETFs. BBLU charges 0.15% a year and IEFA 0.07%. The main difference: BBLU follows a active selection strategy; IEFA uses index tracking.
- BBLU follows a active selection strategy; IEFA uses index tracking.
- BBLU covers North America; IEFA covers global markets excluding the US.
- IEFA costs 0.08% less per year.
- IEFA 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 | IEFA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.07% |
| Fund size (AUM) | $436M | $186.6B |
| Since | 1997 | 2012 |
| Dividend yield | 1.13% | 3.24% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +19.1% |
| CAGR 3Y | +23.3% | +17.1% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | 1.32 | 0.88 |
| Volatility 1Y | 11.42% | 15.18% |
| Max drawdown | -17.20% | -34.79% |
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