BBLU vs SCHV
EA Bridgeway Blue Chip ETF vs Schwab US Large-Cap Value ETF
Which is better, BBLU or SCHV?
Each has led over a different period.
SCHV has a lower expense ratio. BBLU led over 3Y and the full window, SCHV over 1Y. SCHV is less concentrated, with 20.9% of the fund in its ten largest positions against 34.1%.
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
| Metric | BBLU | SCHV |
|---|---|---|
| Expense Ratio | 0.15% | 0.04%Best |
| AUM | $469M | $15.2B |
| Dividend Yield | 1.10% | 1.77% |
| Holdings | 39 | 560 |
| YTD Return | +15.96%Best | +15.24% |
| 1Y Return | +18.74% | +20.45%Best |
| 3Y Return (annualized) | +23.64%Best | +19.16% |
| 5Y Return (annualized) | - | +10.74% |
| Volatility (annualized) | 11.8%Best | 12.7% |
| Max Drawdown | -17.2% | -15.3%Best |
| $10,000 over 4 years | $24,383Best | $18,383 |
| Top 10 Weight | 34.1% | 20.9%Best |
| Fund Family | Bridgeway Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | Dec 11, 2009 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 17, 2022 to Oct 13, 2026 (4 years).
BBLU vs SCHV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4 years both funds cover.
BBLU vs SCHV Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Schwab US Large-Cap Value ETF (SCHV) is an ETF from Charles Schwab Asset Management. Over the past year BBLU returned +18.74% while SCHV returned +20.45%. Year to date, BBLU is up 15.96% versus a gain of 15.24% for SCHV.
Over three years, BBLU compounded at +23.64% per year against +19.16% for SCHV. Across the full 4-year window we track, BBLU has the edge at +24.96% annualized vs +16.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHV has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 11.8% 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 -15.3% for SCHV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBLU charges 0.15% per year while SCHV charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, BBLU currently yields 1.10% against 1.77% for SCHV.
Holdings Overlap
49.4% of BBLU's money is in holdings SCHV also owns. 25.8% of SCHV's money is in holdings BBLU also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 38 positions we hold weights for in BBLU and 555 in SCHV, against full books of 39 and 560.
What only one of them owns
Measured across the 38 and 555 positions we hold weights for.
SCHV holds 520 positions BBLU does not, 73.0% of the fund.
Largest: MU 3.47%, INTC 1.61%, CAT 1.19%, LRCX 1.18%, AMAT 1.14%
Top Shared Holdings
| Stock | Weight in BBLU | Weight in SCHV | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 3.88% | 3.02% | 0.86% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 2.42% | 2.96% | 0.54% |
| XOMExxon Mobil Corp. | 2.87% | 2.17% | 0.70% |
| JNJJohnson & Johnson - Common | 2.83% | 2.02% | 0.81% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.92% | 1.40% | 1.52% |
| CVXChevron Corp | 3.02% | 1.27% | 1.75% |
| BACBank of America Corp.: Financials | 2.64% | 1.29% | 1.35% |
| ABBVAbbvie Inc. | 2.40% | 1.43% | 0.97% |
| MRKMerck & Company Inc | 2.68% | 1.12% | 1.56% |
| WMTWalmart, Inc. | 2.22% | 1.48% | 0.74% |
49.4% of BBLU is already inside SCHV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, BBLU or SCHV?
BBLU has an expense ratio of 0.15% while SCHV charges 0.04%. SCHV is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, BBLU or SCHV?
Over the past year BBLU returned +18.74% vs +20.45% for SCHV, so SCHV leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.96% vs +16.44% for SCHV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or SCHV?
SCHV has been the more volatile fund at 12.7% annualized versus 11.8% for BBLU. Worst drawdown: BBLU -17.2% vs SCHV -15.3%.
Should I hold both BBLU and SCHV?
BBLU and SCHV have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBLU and SCHV?
49.4% of BBLU's money is in holdings SCHV also owns. 25.8% of SCHV's is in holdings BBLU also owns. They hold 19 positions in common, counted across the 38 positions we hold weights for in BBLU and 555 in SCHV.
Which pays a higher dividend, BBLU or SCHV?
BBLU yields 1.10% while SCHV yields 1.77%, so SCHV currently pays the higher dividend yield.
Is SCHV better than BBLU?
SCHV has a lower expense ratio. BBLU led over 3Y and the full window, SCHV over 1Y. SCHV is less concentrated, with 20.9% of the fund in its ten largest positions against 34.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.