BBLU vs VTI

BBLU vs VTI

Which is better, BBLU or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 34.1%.

Lower Fees: VTIHigher Returns: BBLULess Concentrated: VTI

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

MetricBBLUVTI
Expense Ratio0.15%0.03%Best
AUM$464M$666.9B
Dividend Yield1.14%1.03%
Holdings403,543
YTD Return+13.20%Best+12.30%
1Y Return+16.77%Best+16.08%
3Y Return (annualized)+21.98%Best+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)11.9%Best13.3%
Max Drawdown-17.2%Best-19.3%
$10,000 over 3.9 years$23,638Best$21,386
Top 10 Weight34.1%33.3%Best
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 31, 1997May 24, 2001

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 18, 2026 (3.9 years).

BBLU vs VTI 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 VTI Performance

EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BBLU returned +16.77% while VTI returned +16.08%. Year to date, BBLU is up 13.20% versus a gain of 12.30% for VTI.

Over three years, BBLU compounded at +21.98% per year against +21.01% for VTI. Across the full 4-year window we track, BBLU has the edge at +24.68% annualized vs +21.52%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.3% 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 1.03% for VTI.

Holdings Overlap

BBLU already in VTI99.7%
VTI already in BBLU48.8%

99.7% of BBLU's money is in holdings VTI also owns. 48.8% of VTI's money is in holdings BBLU also owns.

Most of BBLU is already inside VTI. Owning both mostly buys the same companies twice.

37 positions in common, counted across the 38 positions we hold weights for in BBLU and 3,463 in VTI, against full books of 40 and 3,543.

What only one of them owns

Measured across the 38 and 3,463 positions we hold weights for.

VTI holds 1,113 positions BBLU does not, 48.7% of the fund.

Largest: MU 1.29%, AMAT 0.56%, GE 0.52%, CAT 0.52%, LRCX 0.51%

Top Shared Holdings

StockWeight in BBLUWeight in VTIDifference
NVDANvidia Corp3.95%6.40%2.45%
AAPLApple, Inc3.51%6.29%2.78%
MSFTMicrosoft Corp3.22%4.79%1.57%
AVGOBroadcom Inc3.69%2.56%1.13%
AMZNAmazon.Com Inc2.56%3.65%1.09%
JPMJpmorgan Chase3.87%1.31%2.56%
GOOGLAlphabet Inc,class A1.79%2.90%1.11%
AMDAdvanced Micro Devices Inc3.08%1.08%2.00%
PLTRPalantir Technologies Inc3.74%0.37%3.37%
METAMeta Platforms Inc2.40%1.70%0.70%

99.7% of BBLU is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBLUVTI

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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, by $12 a year on a $10,000 investment.

Which performed better, BBLU or VTI?

Over the past year BBLU returned +16.77% vs +16.08% for VTI, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.68% vs +21.52% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBLU or VTI?

VTI has been the more volatile fund at 13.3% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs VTI -19.3%.

Should I hold both BBLU and VTI?

BBLU and VTI have a monthly-return correlation of 0.96, 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 VTI?

99.7% of BBLU's money is in holdings VTI also owns. 48.8% of VTI'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 3,463 in VTI.

Which pays a higher dividend, BBLU or VTI?

BBLU yields 1.14% while VTI yields 1.03%, so BBLU currently pays the higher dividend yield.

Is VTI better than BBLU?

VTI has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. VTI is less concentrated, with 33.3% 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.