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BBLU vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BBLU vs. BRK-B

Last updated May 12, 2025

Compare and contrast key facts about Ea Bridgeway Blue Chip ETF (BBLU) and Berkshire Hathaway Inc. (BRK-B).

BBLU is an actively managed fund by Alpha Architect. It was launched on Nov 17, 2022.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBLU or BRK-B.

Correlation

The correlation between BBLU and BRK-B is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BBLU vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ea Bridgeway Blue Chip ETF (BBLU) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BBLU:

10.33%

BRK-B:

19.71%

Max Drawdown

BBLU:

-0.94%

BRK-B:

-53.86%

Current Drawdown

BBLU:

-0.06%

BRK-B:

-4.83%

Returns By Period

BBLU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-B

YTD

13.34%

1M

-1.98%

6M

10.86%

1Y

24.68%

5Y*

24.45%

10Y*

13.47%

*Annualized

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Risk-Adjusted Performance

BBLU vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBLU
The Risk-Adjusted Performance Rank of BBLU is 6767
Overall Rank
The Sharpe Ratio Rank of BBLU is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of BBLU is 6666
Sortino Ratio Rank
The Omega Ratio Rank of BBLU is 6868
Omega Ratio Rank
The Calmar Ratio Rank of BBLU is 7272
Calmar Ratio Rank
The Martin Ratio Rank of BBLU is 6868
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BBLU vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ea Bridgeway Blue Chip ETF (BBLU) and Berkshire Hathaway Inc. (BRK-B). 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.

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Dividends

BBLU vs. BRK-B - Dividend Comparison

BBLU's dividend yield for the trailing twelve months is around 1.44%, while BRK-B has not paid dividends to shareholders.

TTM202420232022
BBLU
Ea Bridgeway Blue Chip ETF		1.44%0.00%0.00%0.00%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%

Drawdowns

BBLU vs. BRK-B - Drawdown Comparison

The maximum BBLU drawdown since its inception was -0.94%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BBLU and BRK-B. For additional features, visit the drawdowns tool.

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Volatility

BBLU vs. BRK-B - Volatility Comparison

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