Screener
BBLU vs PY
Ea Bridgeway Blue Chip ETF vs Principal Value ETF
Key differences
Both BBLU and PY are equity ETFs. BBLU charges 0.15% a year and PY 0.15%. The main difference: Over the last three years, BBLU has delivered higher annualized returns.
- 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 | PY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $436M | $220M |
| Since | 1997 | 2016 |
| Dividend yield | 1.13% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.9% | +15.1% |
| CAGR 3Y | +22.8% | +13.9% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 1.29 | 0.75 |
| Volatility 1Y | 11.38% | 10.53% |
| Max drawdown | -17.20% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.