BBLU vs. FXAIX

The year-to-date returns for both stocks are quite close, with BBLU having a 26.78% return and FXAIX slightly lower at 25.57%.

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BBLU has a 0.15% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Ea Bridgeway Blue Chip ETF (BBLU) and Fidelity 500 Index Fund (FXAIX). 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.

The current BBLU Sharpe Ratio is 2.71, which is comparable to the FXAIX Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of BBLU and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBLU's dividend yield for the trailing twelve months is around 1.32%, more than FXAIX's 1.23% yield.

The maximum BBLU drawdown since its inception was -9.07%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BBLU and FXAIX. For additional features, visit the drawdowns tool.

Ea Bridgeway Blue Chip ETF (BBLU) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.06% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.