Screener
BBLU vs SCHI
Ea Bridgeway Blue Chip ETF vs Schwab 5-10 Year Corporate Bond ETF
Key differences
BBLU is an equity ETF, while SCHI is a fixed income ETF. BBLU charges 0.15% a year and SCHI 0.03%.
- BBLU is an equity fund, while SCHI is a fixed income fund. They carry different risk/return profiles.
- BBLU follows a active selection strategy; SCHI uses index tracking.
- SCHI costs 0.12% less per year.
- SCHI 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 | SCHI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.03% |
| Fund size (AUM) | $436M | $11.4B |
| Since | 1997 | 2019 |
| Dividend yield | 1.13% | 5.04% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +5.2% |
| CAGR 3Y | +23.3% | +5.9% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | 1.32 | 0.41 |
| Volatility 1Y | 11.42% | 4.17% |
| Max drawdown | -17.20% | -20.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.