BBLU ETF

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.

The Ea Bridgeway Blue Chip ETF is an actively managed fund that strives to outperform passive large-cap indexes by using a disciplined, quantitative strategy to choose and allocate its portfolio assets. By investing in blue-chip stocks, the fund offers stability and potential for long-term growth, but investors should carefully assess factors such as their investment timeframe, risk tolerance, diversification, and costs.

BBLU is a low-cost actively-managed fund that recently reorganized from a mutual fund to an ETF. Since July 1997, it's outperformed SPY with slightly less volatility. Normally, this record impresses me, but I found most of the outperformance attributed to the dot-com era that might not be relevant anymore. Furthermore, there's some evidence of closet indexing. The benefit is that BBLU's expense ratio is only 0.15%, and managers appear skilled at identifying the small group of stocks that drive the market's return and risk features.

The EA Bridgeway Blue Chip ETF is an actively managed fund with a low expense ratio of 0.15%. BBLU has a solid historical performance track record, consistently outperforming the S&P 500. The fund holds a well-diversified portfolio of blue chip stocks and is underweight the two largest capitalization companies in the world.