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BBLU vs SPEM
Ea Bridgeway Blue Chip ETF vs State Street SPDR Portfolio Emerging Markets ETF
Key differences
Both BBLU and SPEM are equity ETFs. BBLU charges 0.15% a year and SPEM 0.07%. The main difference: BBLU follows a active selection strategy; SPEM uses index tracking.
- BBLU follows a active selection strategy; SPEM uses index tracking.
- BBLU covers North America; SPEM covers emerging markets.
- SPEM costs 0.08% less per year.
- SPEM 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 | SPEM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.07% |
| Fund size (AUM) | $436M | $18.0B |
| Since | 1997 | 2007 |
| Dividend yield | 1.13% | 2.48% |
| Asset class | equity | equity |
| Region | north america | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +24.9% |
| CAGR 3Y | +23.3% | +18.3% |
| CAGR 5Y | N/A | +5.3% |
| Sharpe 3Y | 1.32 | 0.90 |
| Volatility 1Y | 11.42% | 16.44% |
| Max drawdown | -17.20% | -36.06% |
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