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BBLU vs MAVF

Ea Bridgeway Blue Chip ETF vs Matrix Advisors Value ETF

BBLU

Ea Bridgeway Blue Chip ETF

Annual cost

0.15%

Fund size

$436M

MAVF

Matrix Advisors Value ETF

Annual cost

0.75%

Fund size

$96M

Key differences

Both BBLU and MAVF are equity ETFs. BBLU charges 0.15% a year and MAVF 0.75%. The main difference: BBLU costs 0.60% less per year.

  • BBLU costs 0.60% less per year.
  • BBLU is much larger than MAVF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BBLUMAVF
Annual cost (TER)0.15%0.75%
Fund size (AUM)$436M$96M
Since19971996
Dividend yield1.13%0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+26.7%+32.7%
CAGR 3Y+23.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.32N/A
Volatility 1Y11.42%14.19%
Max drawdown-17.20%-14.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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