BBLU vs FIFT

BBLU vs FIFT

Which is better, BBLU or FIFT?

BBLU costs less.

BBLU has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 32.7%.

Lower Fees: BBLULess Concentrated: FIFT

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBLUFIFT
Expense Ratio0.15%Best1.35%
AUM$503M$67M
Dividend Yield1.08%0.00%
Holdings3950
YTD Price Return+17.27%-
1Y Price Return+16.66%-
3Y Price Return (annualized)+21.12%-
Volatility (annualized)18.7%-
Max Drawdown-28.5%-
Top 10 Weight32.7%21.0%Best
Fund FamilyBridgeway FundsHoward Capital Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJul 31, 1997Oct 21, 2026

Not shown on this pair: 5Y Price Return (annualized), $10,000 over the window.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. BBLU yields 1.08% and FIFT 0.00% on top.

Compare BBLU against instead:BBLU vs SPYBBLU vs QQQBBLU vs VOOBBLU vs VTIFIFT against:FIFT vs VXUS

BBLU vs FIFT Performance

EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBLU charges 0.15% per year while FIFT charges 1.35%. On a $10,000 position that is $15 vs $135 annually, a gap of $120 per year that compounds over a long holding period. On income, BBLU currently yields 1.08% against 0.00% for FIFT.

Holdings Overlap

BBLU already in FIFT5.0%
FIFT already in BBLU4.0%

5.0% of BBLU's money is in holdings FIFT also owns. 4.0% of FIFT's money is in holdings BBLU also owns.

BBLU and FIFT share little of their money.

2 positions in common, counted across the 38 positions we hold weights for in BBLU and 50 in FIFT, against full books of 39 and 50.

What only one of them owns

Measured across the 38 and 50 positions we hold weights for.

BBLU holds 36 positions FIFT does not, 94.9% of the fund.

Largest: AAPL 3.71%, JPM 3.66%, PLTR 3.54%, NVDA 3.43%, AVGO 3.18%

FIFT holds 48 positions BBLU does not, 95.0% of the fund.

Largest: GEN 2.32%, DOW 2.22%, UPS 2.09%, LYB 2.09%, SWK 2.08%

Top Shared Holdings

StockWeight in BBLUWeight in FIFTDifference
CVXChevron Corp.2.68%2.00%0.68%
VZVerizon Communications Inc Com Usd12.36%1.98%0.38%

You are not choosing between two funds in isolation.

Whichever of BBLU and FIFT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBLUFIFT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBLU or FIFT?

BBLU has an expense ratio of 0.15% while FIFT charges 1.35%. BBLU is the cheaper option, by $120 a year on a $10,000 investment.

What is the holdings overlap between BBLU and FIFT?

5.0% of BBLU's money is in holdings FIFT also owns. 4.0% of FIFT's is in holdings BBLU also owns. They hold 2 positions in common, counted across the 38 positions we hold weights for in BBLU and 50 in FIFT.

Which pays a higher dividend, BBLU or FIFT?

BBLU yields 1.08% while FIFT yields 0.00%, so BBLU currently pays the higher dividend yield.

Is FIFT better than BBLU?

BBLU has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 32.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.