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BBLU vs SPDV
Ea Bridgeway Blue Chip ETF vs AAM S&P 500 High Dividend Value ETF
Key differences
Both BBLU and SPDV are equity ETFs. BBLU charges 0.15% a year and SPDV 0.29%. The main difference: BBLU follows a active selection strategy; SPDV uses index tracking.
- BBLU follows a active selection strategy; SPDV uses index tracking.
- BBLU costs 0.14% less per year.
- BBLU is much larger than SPDV. 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 | SPDV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.29% |
| Fund size (AUM) | $436M | $94M |
| Since | 1997 | 2017 |
| Dividend yield | 1.13% | 3.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +27.6% |
| CAGR 3Y | +23.3% | +17.9% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.32 | 0.95 |
| Volatility 1Y | 11.42% | 12.17% |
| Max drawdown | -17.20% | -43.81% |
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