ILCB vs. BBLU
ILCB (iShares Morningstar U.S. Equity ETF) and BBLU (Ea Bridgeway Blue Chip ETF) are both Large Cap Growth Equities funds. ILCB is passively managed, while BBLU is actively managed. Over the past 3 years, ILCB returned 20.96%/yr vs 21.42%/yr for BBLU. Their correlation of 0.90 means they have usually moved in the same direction. ILCB charges 0.03%/yr vs 0.15%/yr for BBLU.
Performance
ILCB vs. BBLU - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ILCB having a 11.73% return and BBLU slightly lower at 11.27%.
ILCB
- 1D
- 1.54%
- 1M
- 1.56%
- 6M
- 9.71%
- YTD
- 11.73%
- 1Y
- 23.00%
- 3Y*
- 20.96%
- 5Y*
- 12.54%
- 10Y*
- 14.42%
- ALL TIME*
- 11.23%
BBLU
- 1D
- 0.95%
- 1M
- 1.37%
- 6M
- 9.83%
- YTD
- 11.27%
- 1Y
- 24.50%
- 3Y*
- 21.42%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 25.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.05M | $1.03M | $1.28M | |
| $1.31M | $1.30M | $1.40M |
ILCB vs. BBLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 11.73% | 17.70% | 24.96% | 26.91% | 7.27% |
BBLU Ea Bridgeway Blue Chip ETF | 11.27% | 18.40% | 27.47% | 31.11% | 6.39% |
Correlation
The correlation between ILCB and BBLU is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.90 |
The correlation between ILCB and BBLU has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.
ILCB vs. BBLU - Sectors Allocation Comparison
Sectors
ILCB
BBLU
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
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Basic Materials
-
Real Estate
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Technology
ILCB
BBLU
Financial Services
ILCB
BBLU
Communication Services
ILCB
BBLU
Consumer Cyclical
ILCB
BBLU
Healthcare
ILCB
BBLU
Industrials
ILCB
BBLU
Consumer Defensive
ILCB
BBLU
Energy
ILCB
BBLU
Utilities
ILCB
BBLU
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Basic Materials
ILCB
BBLU
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Real Estate
ILCB
BBLU
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Return for Risk
ILCB vs. BBLU — Risk / Return Rank
ILCB
BBLU
ILCB vs. BBLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar U.S. Equity ETF (ILCB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ILCB | BBLU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 3.41 | -0.87 |
| Martin ratioReturn relative to average drawdown | 10.74 | 12.18 | -1.44 |
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Drawdowns
ILCB vs. BBLU - Drawdown Comparison
The maximum ILCB drawdown since its inception was -51.53%, which is greater than BBLU's maximum drawdown of -17.20%. Use the drawdown chart below to compare losses from any high point for ILCB and BBLU.
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Drawdown Indicators
| ILCB | BBLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.53% | -17.20% | -34.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.09% | -7.22% | -1.87% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | -17.20% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.30% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | 0.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -1.98% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.02% | +0.13% |
Volatility
ILCB vs. BBLU - Volatility Comparison
iShares Morningstar U.S. Equity ETF (ILCB) has a higher volatility of 3.90% compared to Ea Bridgeway Blue Chip ETF (BBLU) at 3.08%. This indicates that ILCB's price experiences larger fluctuations and is considered to be riskier than BBLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILCB | BBLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 3.08% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 8.62% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 11.43% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.25% | 14.43% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 14.43% | +3.77% |
ILCB vs. BBLU - Expense Ratio Comparison
ILCB has a 0.03% expense ratio, which is lower than BBLU's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ILCB vs. BBLU - Dividend Comparison
ILCB's dividend yield for the trailing twelve months is around 0.97%, less than BBLU's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBLU Ea Bridgeway Blue Chip ETF | 1.13% | 1.25% | 1.39% | 1.68% | 32.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ILCB iShares Morningstar U.S. Equity ETF | 0.97% | 1.11% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% |
Frequently Asked Questions
ILCB and BBLU have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ILCB has higher volatility (3.90%) compared to BBLU (3.08%). In terms of maximum drawdown, ILCB dropped -51.53% vs BBLU's -17.20%.
On 3-year performance, BBLU leads with 21.42% vs 20.96% for ILCB. On fees, ILCB is cheaper at 0.03% per year. On volatility, BBLU has been the lower-risk option at 3.08%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BBLU has performed better with a 21.42% return vs 20.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILCB is cheaper with a 0.03% expense ratio, compared with 0.15% for BBLU.
BBLU has the higher dividend yield at 1.13%, compared with 0.97% for ILCB.
They also come from different issuers: iShares and Alpha Architect. Their fees differ too: 0.03% for ILCB and 0.15% for BBLU.
BBLU currently has the higher Sharpe Ratio (2.16 vs 1.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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