Screener
BBLU vs PSET
Ea Bridgeway Blue Chip ETF vs Principal Quality ETF
Key differences
Both BBLU and PSET are equity ETFs. BBLU charges 0.15% a year and PSET 0.15%. The main difference: BBLU is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- BBLU is much larger than PSET. 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 | PSET | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $436M | $29M |
| Since | 1997 | 2016 |
| Dividend yield | 1.13% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.7% | +6.3% |
| CAGR 3Y | +23.3% | +13.4% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | 1.32 | 0.63 |
| Volatility 1Y | 11.42% | 12.79% |
| Max drawdown | -17.20% | -34.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.