BBLU vs VOO
EA Bridgeway Blue Chip ETF vs Vanguard S&P 500 ETF
Which is better, BBLU or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. BBLU is less concentrated, with 34.1% of the fund in its ten largest positions against 37.6%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $464M | $997.4B |
| Dividend Yield | 1.14% | 1.04% |
| Holdings | 40 | 509 |
| YTD Return | +13.72%Best | +12.25% |
| 1Y Return | +17.17%Best | +17.03% |
| 3Y Return (annualized) | +22.05%Best | +21.25% |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 11.8%Best | 13.0% |
| Max Drawdown | -17.2%Best | -18.7% |
| $10,000 over 3.9 years | $23,756Best | $21,835 |
| Top 10 Weight | 34.1%Best | 37.6% |
| Fund Family | Bridgeway Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jul 31, 1997 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 17, 2022 to Sep 17, 2026 (3.9 years).
BBLU vs VOO 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 3.9 years both funds cover.
BBLU vs VOO Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBLU returned +17.17% while VOO returned +17.03%. Year to date, BBLU is up 13.72% versus a gain of 12.25% for VOO.
Over three years, BBLU compounded at +22.05% per year against +21.25% for VOO. Across the full 4-year window we track, BBLU has the edge at +24.84% annualized vs +22.17%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 13.0% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 VOO 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 1.14% against 1.04% for VOO.
Holdings Overlap
99.7% of BBLU's money is in holdings VOO also owns. 55.2% of VOO's money is in holdings BBLU also owns.
Most of BBLU is already inside VOO. Owning both mostly buys the same companies twice.
37 positions in common, counted across the 38 positions we hold weights for in BBLU and 494 in VOO, against full books of 40 and 509.
What only one of them owns
Measured across the 38 and 494 positions we hold weights for.
VOO holds 450 positions BBLU does not, 44.0% of the fund.
Largest: MU 1.44%, INTC 0.66%, AMAT 0.63%, CAT 0.58%, GE 0.58%
Top Shared Holdings
| Stock | Weight in BBLU | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.95% | 7.55% | 3.60% |
| AAPLApple, Inc | 3.51% | 7.05% | 3.54% |
| MSFTMicrosoft Corp | 3.22% | 5.36% | 2.14% |
| AMZNAmazon.Com Inc | 2.56% | 4.13% | 1.57% |
| AVGOBroadcom Inc | 3.69% | 2.86% | 0.83% |
| JPMJpmorgan Chase | 3.87% | 1.46% | 2.41% |
| GOOGLAlphabet Inc,class A | 1.79% | 3.24% | 1.45% |
| GOOGAlphabet Inc | 1.76% | 2.62% | 0.86% |
| METAMeta Platforms Inc | 2.40% | 1.90% | 0.50% |
| AMDAdvanced Micro Devices Inc | 3.08% | 1.21% | 1.87% |
99.7% of BBLU is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBLU or VOO?
BBLU has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, BBLU or VOO?
Over the past year BBLU returned +17.17% vs +17.03% for VOO, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.84% vs +22.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or VOO?
VOO has been the more volatile fund at 13.0% annualized versus 11.8% for BBLU. Worst drawdown: BBLU -17.2% vs VOO -18.7%.
Should I hold both BBLU and VOO?
BBLU and VOO have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BBLU and VOO?
99.7% of BBLU's money is in holdings VOO also owns. 55.2% of VOO's is in holdings BBLU also owns. They hold 37 positions in common, counted across the 38 positions we hold weights for in BBLU and 494 in VOO.
Which pays a higher dividend, BBLU or VOO?
BBLU yields 1.14% while VOO yields 1.04%, so BBLU currently pays the higher dividend yield.
Is VOO better than BBLU?
VOO has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. BBLU is less concentrated, with 34.1% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.