Screener
PY vs BBLU
Principal Value ETF vs Ea Bridgeway Blue Chip ETF
Key differences
Both PY and BBLU are equity ETFs. PY charges 0.15% a year and BBLU 0.15%. The main difference: Over the last three years, BBLU has delivered higher annualized returns.
- 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
| PY | BBLU | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $220M | $436M |
| Since | 2016 | 1997 |
| Dividend yield | 2.11% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.9% | +26.7% |
| CAGR 3Y | +14.2% | +23.3% |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.77 | 1.32 |
| Volatility 1Y | 10.54% | 11.42% |
| Max drawdown | -45.44% | -17.20% |
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