BBLU vs VTI
EA Bridgeway Blue Chip ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BBLU delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BBLU | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $466M | $666.9B | |
| Dividend Yield | 1.14% | 1.07% | |
| Holdings | 39 | 3,543 | |
| YTD Return | +14.41% | +13.48% | |
| 1Y Return | +22.10% | +19.90% | |
| 3Y Return (annualized) | +21.97% | +20.94% | |
| 5Y Return (annualized) | - | +11.75% | |
| Volatility (annualized) | 11.9% | 15.3% | |
| Max Drawdown | -17.2% | -56.6% | |
| Fund Family | Bridgeway Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 31, 1997 | May 24, 2001 |
BBLU vs VTI Performance
EA Bridgeway Blue Chip ETF (BBLU) is a ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BBLU returned +22.10% while VTI returned +19.90%. Year to date, BBLU is up 14.41% versus a gain of 13.48% for VTI.
Over three years, BBLU compounded at +21.97% per year against +20.94% for VTI. Across the full 4-year window we track, BBLU has the edge at +25.43% annualized vs +8.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI 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 -56.6% for VTI. 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 0.96. 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 VTI 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 1.07% for VTI.
Holdings Overlap
BBLU and VTI share 37 holdings out of 2788 unique holdings combined, representing a 38.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBLU or VTI?
BBLU has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, BBLU or VTI?
Over the past year BBLU returned +22.10% vs +19.90% for VTI, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +25.43% vs +8.10% for VTI. Past performance does not guarantee future results.
Which is riskier, BBLU or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs VTI -56.6%.
Should I hold both BBLU and VTI?
BBLU and VTI have a monthly-return correlation of 0.96, 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 VTI?
BBLU and VTI share 37 common holdings with a 38.4% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, BBLU or VTI?
BBLU yields 1.14% while VTI yields 1.07%, so BBLU currently pays the higher dividend yield.
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