Summary
BBLU Chart
BBLU: Revisiting EA Bridgeway's Active Blue-Chip Core ETF
BBLU is recently reorganized actively managed blue-chip ETF with a history dating back to July 1997. Returns of its predecessor mutual fund indicate long-term outperformance over S&P 500 Index ETFs. BBLU and SPY have strikingly similar return profiles despite BBLU holding just 36 equities, suggesting its four managers are extremely skilled at identifying the key stocks that drive markets. BBLU features a consistently lower portfolio beta, though its growth and value mix is slightly unfavorable - a reversal from my review from about two years ago.
BBLU: Blue Chip Allocation Has Been Rewarding For This Fund
The Ea Bridgeway Blue Chip ETF focuses on large, established U.S. companies, emphasizing financial services, healthcare, and communication services, while maintaining significant technology exposure. BBLU's valuation is attractive, with a P/E ratio 12.5% below the S&P 500, driven by its sector allocation and stock selection in value sectors. BBLU has outperformed the S&P 500 over the past five years, showing resilience in down markets like 2022, with lower volatility and strong risk-adjusted returns.
BBLU: An Active Blue-Chip Strategy Worth Considering
BBLU is actively managed, with a focus on top-quality blue chips. It can ignore certain sectors. At this point, there are no materials, real estate, or utilities in its portfolio. Since being converted into an ETF in October 2022, BBLU has outperformed the iShares Core S&P 500 ETF (IVV) in 14 months out of 19. It has also delivered stronger risk-adjusted returns compared to QQQ. The current version of the portfolio has 37 stocks. Capturing about 50% of IVV's portfolio, it has stronger quality and a higher adjusted earnings yield.
EA Bridgeway Blue Chip ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MD Marilou Davido WFA Asset Management Corp | 1.21M | $15.76M | $20.3M | $4.54M | 28.81% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 125,327 | $1.67M | $2.11M | $436,991.15 | 26.15% |
| OWG Oxford Wealth Group LLC Oxford Wealth Group, LLC | 470,549 | $7.18M | $7.91M | $734,054.65 | 10.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 371 | $5,342 | $6,240.22 | $898.22 | 16.81% |
| RZ Rich Zeitz Bravias Capital Group LLC | 35,556 | $481,803.61 | $598,051.92 | $116,248.31 | 24.13% |
EA Bridgeway Blue Chip ETF (BBLU) FAQ
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EA Bridgeway Blue Chip ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates as an actively managed exchange-traded fund (ETF), with Bridgeway Capital Management, LLC serving as the Sub-Adviser. It focuses on generating returns primarily through investments in blue-chip stocks. The strategy aims to leverage the stability and growth potential of these established companies while seeking additional income mainly from dividends. The fund's approach is designed to appeal to investors looking for a blend of growth and income, relying on the expertise of the Sub-Adviser to navigate the complexities of the stock market and make informed investment decisions.
Products and Services
- Actively Managed ETFs
- Blue-chip Stock Investments
- Dividend Income
An Exchange-Traded Fund that employs an active management strategy to meet its investment goal. This product is ideal for investors seeking to capitalize on the potential for higher returns through strategies that adjust to market changes. With Bridgeway Capital Management, LLC as the Sub-Adviser, the ETF focuses on investing in high-quality, blue-chip stocks, aiming to benefit from their growth and the income generated through dividends.
The fund's primary investment focus is on blue-chip stocks, which are shares in large, reputable companies known for their ability to endure market fluctuations and deliver consistent returns. This investment option is designed for individuals and entities looking for stable growth and a lower risk profile, capitalizing on the established performance track record of these companies.
Income generation through dividends is a key component of the fund's strategy. By investing in companies that pay dividends, the fund aims to provide investors with a regular income stream, in addition to potential capital gains from the appreciation of stock values. This aspect of the fund is particularly attractive to those seeking a balance of income and growth in their investment portfolio.
