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BBLU vs NBGX
Ea Bridgeway Blue Chip ETF vs Neuberger Growth ETF
Key differences
BBLU is an equity ETF, while NBGX is an alternative ETF. BBLU charges 0.15% a year and NBGX 0.44%.
- BBLU is an equity fund, while NBGX is an alternative fund. They carry different risk/return profiles.
- BBLU follows a active selection strategy; NBGX uses option income.
- BBLU costs 0.29% less per year.
- BBLU is much larger than NBGX. Larger funds are usually more liquid and less likely to close.
- BBLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBLU | NBGX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.44% |
| Fund size (AUM) | $436M | $15M |
| Since | 1997 | 2024 |
| Dividend yield | 1.13% | 0.26% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +26.7% | +15.8% |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | N/A |
| Volatility 1Y | 11.42% | 14.41% |
| Max drawdown | -17.20% | -21.55% |
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