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BBLU vs LDEM

Ea Bridgeway Blue Chip ETF vs iShares ESG MSCI EM Leaders ETF

BBLU

Ea Bridgeway Blue Chip ETF

Annual cost

0.15%

Fund size

$436M

LDEM

iShares ESG MSCI EM Leaders ETF

Annual cost

0.16%

Fund size

$34M

Key differences

Both BBLU and LDEM are equity ETFs. BBLU charges 0.15% a year and LDEM 0.16%. The main difference: BBLU follows a active selection strategy; LDEM uses index tracking.

  • BBLU follows a active selection strategy; LDEM uses index tracking.
  • BBLU covers North America; LDEM covers emerging markets.
  • BBLU is much larger than LDEM. 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

BBLULDEM
Annual cost (TER)0.15%0.16%
Fund size (AUM)$436M$34M
Since19972020
Dividend yield1.13%3.06%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+26.7%+17.4%
CAGR 3Y+23.3%+14.0%
CAGR 5YN/A+1.2%
Sharpe 3Y1.320.63
Volatility 1Y11.42%18.42%
Max drawdown-17.20%-40.82%

Similar to BBLU and LDEM