BBLU vs SPY

Quick Verdict

SPY has a lower expense ratio. BBLU delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: BBLUMore Diversified: SPY

Side-by-Side Comparison

MetricBBLUSPYWinner
Expense Ratio0.15%0.09%
AUM$442M$789.1B
Dividend Yield1.16%1.01%
Holdings39505
YTD Return+14.25%+13.79%
1Y Return+25.31%+23.66%
3Y Return (annualized)+22.07%+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)11.9%15.3%
Max Drawdown-17.2%-56.5%
Fund FamilyBridgeway FundsState Street Investment Management
CategoryEquityEquity
InceptionJul 31, 1997Jan 22, 1993

BBLU vs SPY Performance

EA Bridgeway Blue Chip ETF (BBLU) is a ETF from Bridgeway Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BBLU returned +25.31% while SPY returned +23.66%. Year to date, BBLU is up 14.25% versus a gain of 13.79% for SPY.

Over three years, BBLU compounded at +22.07% per year against +21.40% for SPY. Across the full 4-year window we track, BBLU has the edge at +25.82% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $15 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, BBLU currently yields 1.16% against 1.01% for SPY.

Holdings Overlap

39.5%overlap

BBLU and SPY share 35 holdings out of 505 unique holdings combined, representing a 39.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBLUWeight in SPYDifference
NVDA3.97%7.31%3.34%
AAPL3.36%7.09%3.73%
AVGO4.61%2.73%1.88%
MSFTProProPro
AMZNProProPro
AMDProProPro
JPM:USProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
See all 10 holdings BBLU shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, BBLU or SPY?

BBLU has an expense ratio of 0.15% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, BBLU or SPY?

Over the past year BBLU returned +25.31% vs +23.66% for SPY, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +25.82% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, BBLU or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs SPY -56.5%.

Should I hold both BBLU and SPY?

BBLU and SPY 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 SPY?

BBLU and SPY share 35 common holdings with a 39.5% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, BBLU or SPY?

BBLU yields 1.16% while SPY yields 1.01%, so BBLU currently pays the higher dividend yield.

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