BBLU vs VYM
EA Bridgeway Blue Chip ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BBLU delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BBLU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.04% | |
| AUM | $466M | $81.6B | |
| Dividend Yield | 1.14% | 2.24% | |
| Holdings | 39 | 616 | |
| YTD Return | +14.08% | +14.95% | |
| 1Y Return | +22.43% | +21.14% | |
| 3Y Return (annualized) | +22.46% | +18.69% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | 11.9% | 14.6% | |
| Max Drawdown | -17.2% | -58.8% | |
| Fund Family | Bridgeway Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 31, 1997 | Nov 10, 2006 |
BBLU vs VYM Performance
EA Bridgeway Blue Chip ETF (BBLU) is a ETF from Bridgeway Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBLU returned +22.43% while VYM returned +21.14%. Year to date, BBLU is up 14.08% versus a gain of 14.95% for VYM.
Over three years, BBLU compounded at +22.46% per year against +18.69% for VYM. Across the full 4-year window we track, BBLU has the edge at +25.36% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBLU charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, BBLU currently yields 1.14% against 2.24% for VYM.
Holdings Overlap
BBLU and VYM share 18 holdings out of 623 unique holdings combined, representing a 30.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBLU or VYM?
BBLU has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, BBLU or VYM?
Over the past year BBLU returned +22.43% vs +21.14% for VYM, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +25.36% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, BBLU or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs VYM -58.8%.
Should I hold both BBLU and VYM?
BBLU and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBLU and VYM?
BBLU and VYM share 18 common holdings with a 30.6% weight overlap. Combined, they hold 623 unique securities.
Which pays a higher dividend, BBLU or VYM?
BBLU yields 1.14% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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