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MBCE vs BBLU

Monarch Blue Chips Elite Index ETF vs Ea Bridgeway Blue Chip ETF

MBCE

Monarch Blue Chips Elite Index ETF

Annual cost

Fund size

BBLU

Ea Bridgeway Blue Chip ETF

Annual cost

0.15%

Fund size

$436M

Key differences

  • MBCE follows a index tracking strategy; BBLU uses active selection.

Side-by-side comparison

MBCEBBLU
Annual cost (TER)0.15%
Fund size (AUM)$436M
Since1997
Dividend yield1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+26.7%
CAGR 3YN/A+23.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.32
Volatility 1Y11.42%
Max drawdown-17.20%

Similar to MBCE and BBLU