BBLUEa Bridgeway Blue Chip ETF
Seeks long-term total return on capital primarily through capital appreciation.
By Bridgeway · Launched 1997
Annual Cost
0.15%
#645 of 6,040 · low cost
Fund Size
$465M
#1,721 of 6,040 · large
Return (1Y)
+17.1%
Track Record
29 years
#42 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,719+17.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 33.9% of funddiversified
NVIDIA CorpNVDA
3.8%
JPMORGAN CHASE & CO.JPM
3.7%
Broadcom IncAVGO
3.7%
Exxon Mobil CorpXOM
3.6%
Chevron CorpCVX
3.5%
Apple IncAAPL
3.3%
Verizon Communications IncVZ
3.1%
Advanced Micro Devices IncAMD
3.1%
Johnson & JohnsonJNJ
3.0%
Merck & Co IncMRK
3.0%
Asset allocation
Stocks
99.8%
Cash
0.1%
Other
0.1%
By sector
Technology
28.6%
Financial Services
16.6%
Communication
14.0%
Healthcare
13.8%
Consumer Defensive
9.5%
Consumer Cyclical
9.2%
Energy
5.7%
Industrials
2.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.3%Moderate
Year-on-year price swings
Max drawdown
-17.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.22Strong risk-adjusted returns
Sortino (3Y)
1.80Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term total return on capital primarily through capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in blue-chip stocks, defined as the largest 150 U.S. companies by market capitalization. The strategy incorporates ESG considerations and aims for long-term capital appreciation with some income from dividends.
- Inception date
- July 31, 1997
- Fund family
- Bridgeway
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save BBLU to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18