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BBLU vs SDY
Ea Bridgeway Blue Chip ETF vs State Street SPDR S&P Dividend ETF
Key differences
Both BBLU and SDY are equity ETFs. BBLU charges 0.15% a year and SDY 0.35%. The main difference: BBLU follows a active selection strategy; SDY uses index tracking.
- BBLU follows a active selection strategy; SDY uses index tracking.
- BBLU costs 0.20% less per year.
- SDY 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 | SDY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $436M | $21.0B |
| Since | 1997 | 2005 |
| Dividend yield | 1.13% | 2.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +14.3% |
| CAGR 3Y | +23.3% | +11.4% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | 1.32 | 0.65 |
| Volatility 1Y | 11.42% | 10.32% |
| Max drawdown | -17.20% | -36.70% |
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