BBLU vs IVV
BBLU vs IVV
EA Bridgeway Blue Chip ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BBLU delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BBLU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $442M | $865.2B | |
| Dividend Yield | 1.16% | 1.09% | |
| Holdings | 39 | 508 | |
| YTD Return | +14.25% | +13.80% | |
| 1Y Return | +25.31% | +23.70% | |
| 3Y Return (annualized) | +22.07% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 11.9% | 15.1% | |
| Max Drawdown | -17.2% | -56.5% | |
| Fund Family | Bridgeway Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 31, 1997 | May 15, 2000 |
BBLU vs IVV Performance
EA Bridgeway Blue Chip ETF (BBLU) is a ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBLU returned +25.31% while IVV returned +23.70%. Year to date, BBLU is up 14.25% versus a gain of 13.80% for IVV.
Over three years, BBLU compounded at +22.07% per year against +21.49% for IVV. Across the full 4-year window we track, BBLU has the edge at +25.82% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.9% for BBLU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.2% for BBLU and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BBLU charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, BBLU currently yields 1.16% against 1.09% for IVV.
Holdings Overlap
BBLU and IVV share 35 holdings out of 507 unique holdings combined, representing a 39.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBLU | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 3.97% | 7.76% | 3.79% |
| AAPL | 3.36% | 7.44% | 4.08% |
| AVGO | 4.61% | 2.83% | 1.78% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings BBLU shares with IVV Exact weights in each fund and the difference, for every overlapping position. X-ray my whole portfolio$99/yr Pro · 7-day refund | |||
Frequently Asked Questions
Which is cheaper, BBLU or IVV?
BBLU has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, BBLU or IVV?
Over the past year BBLU returned +25.31% vs +23.70% for IVV, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +25.82% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, BBLU or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs IVV -56.5%.
Should I hold both BBLU and IVV?
BBLU and IVV have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BBLU and IVV?
BBLU and IVV share 35 common holdings with a 39.4% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, BBLU or IVV?
BBLU yields 1.16% while IVV yields 1.09%, so BBLU currently pays the higher dividend yield.
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