BBLU vs BME
EA Bridgeway Blue Chip ETF vs BlackRock Health Sciences Trust
Which is better, BBLU or BME?
Each has led over a different period.
BBLU has a lower expense ratio. BBLU led over 3Y and the full window, BME over 1Y. BBLU is less concentrated, with 34.7% of the fund in its ten largest positions against 51.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBLU | BME |
|---|---|---|
| Expense Ratio | 0.15%Best | 1.14% |
| AUM | $483M | $591M |
| Dividend Yield | 1.12% | 6.87% |
| Holdings | 39 | 156 |
| YTD Return | +15.50%Best | +13.85% |
| 1Y Return | +18.03% | +26.79%Best |
| 3Y Return (annualized) | +23.45%Best | +12.27% |
| 5Y Return (annualized) | - | +5.83% |
| Volatility (annualized) | 11.8%Best | 13.8% |
| Max Drawdown | -17.2% | -16.2%Best |
| $10,000 over 4 years | $24,274Best | $14,737 |
| Top 10 Weight | 34.7%Best | 51.5% |
| Fund Family | Bridgeway Funds | BlackRock, Inc. (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | Mar 31, 2005 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 17, 2022 to Oct 14, 2026 (4 years).
BBLU vs BME growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4 years both funds cover.
BBLU vs BME Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and BlackRock Health Sciences Trust (BME) is an ETF from BlackRock, Inc. (US). Over the past year BBLU returned +18.03% while BME returned +26.79%. Year to date, BBLU is up 15.50% versus a gain of 13.85% for BME.
Over three years, BBLU compounded at +23.45% per year against +12.27% for BME. Across the full 4-year window we track, BBLU has the edge at +24.82% annualized vs +10.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BME has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 11.8% for BBLU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.2% for BBLU and -16.2% for BME. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBLU charges 0.15% per year while BME charges 1.14%. On a $10,000 position that is $15 vs $114 annually, a gap of $99 per year that compounds over a long holding period. On income, BBLU currently yields 1.12% against 6.87% for BME.
Holdings Overlap
12.7% of BBLU's money is in holdings BME also owns. 36.7% of BME's money is in holdings BBLU also owns.
The two portfolios partly overlap.
The two holdings books were reported 93 days apart, BBLU as of Oct 1, 2026 and BME as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
5 positions in common, counted across the 38 positions we hold weights for in BBLU and 133 in BME, against full books of 39 and 156.
What only one of them owns
Our book lists 108 positions for BME that do not appear in our book for BBLU (53.2% of the fund), and 33 for BBLU that do not appear in BME (87.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
36.7% of BME is already inside BBLU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBLU or BME?
BBLU has an expense ratio of 0.15% while BME charges 1.14%. BBLU is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, BBLU or BME?
Over the past year BBLU returned +18.03% vs +26.79% for BME, so BME leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.82% vs +10.18% for BME. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or BME?
BME has been the more volatile fund at 13.8% annualized versus 11.8% for BBLU. Worst drawdown: BBLU -17.2% vs BME -16.2%.
Should I hold both BBLU and BME?
BBLU and BME have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBLU and BME?
36.7% of BME's money is in holdings BBLU also owns. 36.7% of BME's is in holdings BBLU also owns. They hold 5 positions in common, counted across the 38 positions we hold weights for in BBLU and 133 in BME.
Which pays a higher dividend, BBLU or BME?
BBLU yields 1.12% while BME yields 6.87%, so BME currently pays the higher dividend yield.
Is BME better than BBLU?
BBLU has a lower expense ratio. BBLU led over 3Y and the full window, BME over 1Y. BBLU is less concentrated, with 34.7% of the fund in its ten largest positions against 51.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.