Screener
BBLU vs MDLV
Ea Bridgeway Blue Chip ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
Both BBLU and MDLV are equity ETFs. BBLU charges 0.15% a year and MDLV 0.58%. The main difference: BBLU costs 0.43% less per year.
- BBLU costs 0.43% less per year.
- BBLU is much larger than MDLV. 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 | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.58% |
| Fund size (AUM) | $436M | $40M |
| Since | 1997 | 2023 |
| Dividend yield | 1.13% | 2.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.7% | +21.1% |
| CAGR 3Y | +23.3% | +13.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | 0.93 |
| Volatility 1Y | 11.42% | 8.77% |
| Max drawdown | -17.20% | -10.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.