BBLU vs. SVOL
Compare and contrast key facts about Ea Bridgeway Blue Chip ETF (BBLU) and Simplify Volatility Premium ETF (SVOL).
BBLU and SVOL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBLU is an actively managed fund by Alpha Architect. It was launched on Nov 17, 2022. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBLU or SVOL.
Correlation
The correlation between BBLU and SVOL is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBLU vs. SVOL - Performance Comparison
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Key characteristics
BBLU:
17.94%
SVOL:
23.33%
BBLU:
-17.20%
SVOL:
-2.64%
BBLU:
-8.59%
SVOL:
-2.22%
Returns By Period
BBLU
-3.89%
5.22%
-4.17%
10.01%
N/A
N/A
SVOL
N/A
N/A
N/A
N/A
N/A
N/A
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BBLU vs. SVOL - Expense Ratio Comparison
BBLU has a 0.15% expense ratio, which is lower than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
BBLU vs. SVOL — Risk-Adjusted Performance Rank
BBLU
SVOL
BBLU vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ea Bridgeway Blue Chip ETF (BBLU) and Simplify Volatility Premium ETF (SVOL). 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. SVOL - Dividend Comparison
BBLU's dividend yield for the trailing twelve months is around 1.44%, less than SVOL's 20.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
BBLU Ea Bridgeway Blue Chip ETF | 1.44% | 1.39% | 1.68% | 32.07% | 0.00% |
SVOL Simplify Volatility Premium ETF | 20.65% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBLU vs. SVOL - Drawdown Comparison
The maximum BBLU drawdown since its inception was -17.20%, which is greater than SVOL's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for BBLU and SVOL. For additional features, visit the drawdowns tool.
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Volatility
BBLU vs. SVOL - Volatility Comparison
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