Screener
BBLU vs XSHD
Ea Bridgeway Blue Chip ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
Both BBLU and XSHD are equity ETFs. BBLU charges 0.15% a year and XSHD 0.30%. The main difference: BBLU follows a active selection strategy; XSHD uses index tracking.
- BBLU follows a active selection strategy; XSHD uses index tracking.
- BBLU costs 0.15% less per year.
- BBLU is much larger than XSHD. 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 | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.30% |
| Fund size (AUM) | $436M | $73M |
| Since | 1997 | 2016 |
| Dividend yield | 1.13% | 5.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +9.1% |
| CAGR 3Y | +23.3% | +3.3% |
| CAGR 5Y | N/A | -4.7% |
| Sharpe 3Y | 1.32 | 0.07 |
| Volatility 1Y | 11.42% | 14.78% |
| Max drawdown | -17.20% | -49.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.