AAEQ vs. BBLU

Last updated Jun 4, 2026

AAEQ (Alpha Architect US Equity 2 ETF) and BBLU (Ea Bridgeway Blue Chip ETF) are both exchange-traded funds - AAEQ is a Large Cap Blend Equities fund actively managed by Alpha Architect, while BBLU is a Large Cap Growth Equities fund actively managed by Alpha Architect. Both are actively managed. Their correlation of 0.86 suggests significant overlap in exposure. Both charge a 0.15% expense ratio.

Performance

AAEQ vs. BBLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect US Equity 2 ETF (AAEQ) and Ea Bridgeway Blue Chip ETF (BBLU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AAEQ achieves a 8.91% return, which is significantly lower than BBLU's 10.22% return.

AAEQ

• 1D: -0.75%
• 1M: 4.79%
• YTD: 8.91%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBLU

• 1D: -0.83%
• 1M: 5.85%
• YTD: 10.22%
• 6M: 10.38%
• 1Y: 29.32%
• 3Y*: 23.09%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AAEQ vs. BBLU - Yearly Performance Comparison

	2026 (YTD)	2025
AAEQ Alpha Architect US Equity 2 ETF	8.91%	-1.99%
BBLU Ea Bridgeway Blue Chip ETF	10.22%	-0.20%

Correlation

The correlation between AAEQ and BBLU is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025	0.86

AAEQ vs. BBLU - Sectors Allocation Comparison

Sectors	AAEQ	BBLU
Technology	35.9%	29.3%
Financial Services	11.8%	15.9%
Communication Services	11.7%	14.6%
Consumer Cyclical	10.3%	9.8%
Healthcare	8.6%	12.5%
Industrials	7.9%	2.1%
Consumer Defensive	4.4%	9.6%
Energy	3.8%	6.1%
Utilities	2.4%	-
Basic Materials	1.7%	-
Real Estate	1.5%	-

Return for Risk

AAEQ vs. BBLU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBLU

BBLU Risk / Return Rank: 79
BBLU Sharpe Ratio Rank: 80
BBLU Sortino Ratio Rank: 82
BBLU Omega Ratio Rank: 77
BBLU Calmar Ratio Rank: 79
BBLU Martin Ratio Rank: 81

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAEQ vs. BBLU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect US Equity 2 ETF (AAEQ) and Ea Bridgeway Blue Chip ETF (BBLU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AAEQ	BBLU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.09	1.81	-0.72

Drawdowns

AAEQ vs. BBLU - Drawdown Comparison

The maximum AAEQ drawdown since its inception was -10.26%, smaller than the maximum BBLU drawdown of -17.20%. Use the drawdown chart below to compare losses from any high point for AAEQ and BBLU.

Drawdown Indicators

	AAEQ	BBLU	Difference
Max Drawdown Largest peak-to-trough decline	-10.26%	-17.20%	+6.94%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.22%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.20%	—
Current Drawdown Current decline from peak	-0.75%	-0.83%	+0.08%
Average Drawdown Average peak-to-trough decline	-2.46%	-1.98%	-0.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.81%	—

Volatility

Volatility by Period

	AAEQ	BBLU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.82%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.88%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.72%	11.20%	+2.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.72%	14.53%	-0.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.72%	14.53%	-0.81%

AAEQ vs. BBLU - Expense Ratio Comparison

Both AAEQ and BBLU have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

AAEQ vs. BBLU - Dividend Comparison

AAEQ's dividend yield for the trailing twelve months is around 0.09%, less than BBLU's 1.14% yield.

Position	TTM	2025	2024	2023	2022
AAEQ Alpha Architect US Equity 2 ETF	0.09%	0.10%	0.00%	0.00%	0.00%
BBLU Ea Bridgeway Blue Chip ETF	1.14%	1.25%	1.39%	1.68%	32.08%

Frequently Asked Questions

Can I hold both AAEQ and BBLU in my portfolio?

AAEQ and BBLU have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AAEQ or BBLU?

Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AAEQ or BBLU?

AAEQ and BBLU have the same expense ratio: 0.15% per year.

Which ETF pays a higher dividend yield, AAEQ or BBLU?

BBLU has the higher dividend yield at 1.14%, compared with 0.09% for AAEQ.

What is the main difference between AAEQ and BBLU?

AAEQ is categorized as Large Cap Blend Equities, while BBLU is Large Cap Growth Equities.