Quick Verdict

VTI has a lower expense ratio. BBLU delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: BBLUMore Diversified: VTI

Side-by-Side Comparison

MetricBBLUVTIWinner
Expense Ratio0.15%0.03%
AUM$442M$663.5B
Dividend Yield1.16%1.07%
Holdings393,543
YTD Return+14.25%+14.20%
1Y Return+25.31%+24.16%
3Y Return (annualized)+22.07%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)11.9%15.3%
Max Drawdown-17.2%-56.6%
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
InceptionJul 31, 1997May 24, 2001

BBLU vs VTI Performance

EA Bridgeway Blue Chip ETF (BBLU) is a ETF from Bridgeway Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BBLU returned +25.31% while VTI returned +24.16%. Year to date, BBLU is up 14.25% versus a gain of 14.20% for VTI.

Over three years, BBLU compounded at +22.07% per year against +21.12% for VTI. Across the full 4-year window we track, BBLU has the edge at +25.82% annualized vs +8.14%. 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 1.16% against 1.07% for VTI.

Holdings Overlap

36.3%overlap

BBLU and VTI share 35 holdings out of 2785 unique holdings combined, representing a 36.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBLUWeight in VTIDifference
NVDA3.97%6.32%2.35%
AAPL3.36%5.84%2.48%
AVGO4.61%2.46%2.15%
MSFTProProPro
AMZNProProPro
AMDProProPro
JPM:USProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
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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 +25.31% vs +24.16% for VTI, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +25.82% vs +8.14% 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 35 common holdings with a 36.3% weight overlap. Combined, they hold 2785 unique securities.

Which pays a higher dividend, BBLU or VTI?

BBLU yields 1.16% while VTI yields 1.07%, so BBLU currently pays the higher dividend yield.

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