Screener
BBLU vs SCHA
Ea Bridgeway Blue Chip ETF vs Schwab U.S. Small-Cap ETF
Key differences
Both BBLU and SCHA are equity ETFs. BBLU charges 0.15% a year and SCHA 0.04%. The main difference: BBLU follows a active selection strategy; SCHA uses index tracking.
- BBLU follows a active selection strategy; SCHA uses index tracking.
- SCHA costs 0.11% less per year.
- SCHA is much larger than BBLU. 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 | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.04% |
| Fund size (AUM) | $436M | $22.8B |
| Since | 1997 | 2009 |
| Dividend yield | 1.13% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +37.1% |
| CAGR 3Y | +23.3% | +19.6% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 1.32 | 0.80 |
| Volatility 1Y | 11.42% | 18.30% |
| Max drawdown | -17.20% | -42.41% |
Similar to BBLU and SCHA
Explore further