BBLU vs OAKM
EA Bridgeway Blue Chip ETF vs Oakmark US Large Cap ETF
Which is better, BBLU or OAKM?
BBLU has been ahead.
BBLU has a lower expense ratio. BBLU led over 1Y and the full window. BBLU is less concentrated, with 34.7% of the fund in its ten largest positions against 35.0%.
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 | OAKM |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.59% |
| AUM | $483M | $1.1B |
| Dividend Yield | 1.12% | 0.65% |
| Holdings | 39 | 41 |
| YTD Return | +15.50%Best | +6.05% |
| 1Y Return | +18.03%Best | +14.80% |
| 3Y Return (annualized) | +23.45% | - |
| Volatility (annualized) | 11.3%Best | 12.2% |
| Max Drawdown | -17.2% | -15.2%Best |
| $10,000 over 1.9 years | $13,539Best | $12,344 |
| Top 10 Weight | 34.7%Best | 35.0% |
| Fund Family | Bridgeway Funds | Oakmark Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | Dec 3, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 3, 2024 to Oct 14, 2026 (1.9 years).
BBLU vs OAKM 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 1.9 years both funds cover.
BBLU vs OAKM Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Oakmark US Large Cap ETF (OAKM) is an ETF from Oakmark Funds. Over the past year BBLU returned +18.03% while OAKM returned +14.80%. Year to date, BBLU is up 15.50% versus a gain of 6.05% for OAKM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OAKM has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 11.3% 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 -15.2% for OAKM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBLU charges 0.15% per year while OAKM charges 0.59%. On a $10,000 position that is $15 vs $59 annually, a gap of $44 per year that compounds over a long holding period. On income, BBLU currently yields 1.12% against 0.65% for OAKM.
Holdings Overlap
18.9% of BBLU's money is in holdings OAKM also owns. 17.2% of OAKM's money is in holdings BBLU also owns.
BBLU and OAKM share little of their money.
8 positions in common, counted across the 38 positions we hold weights for in BBLU and 39 in OAKM, against full books of 39 and 41.
What only one of them owns
Measured across the 38 and 39 positions we hold weights for.
OAKM holds 28 positions BBLU does not, 75.7% of the fund.
Largest: CRM 4.23%, C 3.67%, ABNB 3.65%, KDP 3.53%, ICE 3.32%
Top Shared Holdings
| Stock | Weight in BBLU | Weight in OAKM | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 2.42% | 3.49% | 1.07% |
| BACBank of America Corp.: Financials | 2.43% | 3.07% | 0.64% |
| METAMeta Platforms Inc | 3.02% | 2.43% | 0.59% |
| NFLXNetflix, Inc. | 2.41% | 2.29% | 0.12% |
| WFCWells Fargo & Co. | 2.47% | 1.97% | 0.50% |
| AMZNAmazon.Com Inc | 2.49% | 1.61% | 0.88% |
| GOOGAlphabet Inc. C | 1.80% | 2.21% | 0.41% |
| GOOGLAlphabet Inc | 1.86% | 0.09% | 1.77% |
You are not choosing between two funds in isolation.
Whichever of BBLU and OAKM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBLU or OAKM?
BBLU has an expense ratio of 0.15% while OAKM charges 0.59%. BBLU is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, BBLU or OAKM?
Over the past year BBLU returned +18.03% vs +14.80% for OAKM, so BBLU leads on 1-year performance. Over the longest common window we track (2 years), BBLU annualized +17.29% vs +11.72% for OAKM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or OAKM?
OAKM has been the more volatile fund at 12.2% annualized versus 11.3% for BBLU. Worst drawdown: BBLU -17.2% vs OAKM -15.2%.
Should I hold both BBLU and OAKM?
BBLU and OAKM have a monthly-return correlation of 0.56, 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 OAKM?
18.9% of BBLU's money is in holdings OAKM also owns. 17.2% of OAKM's is in holdings BBLU also owns. They hold 8 positions in common, counted across the 38 positions we hold weights for in BBLU and 39 in OAKM.
Which pays a higher dividend, BBLU or OAKM?
BBLU yields 1.12% while OAKM yields 0.65%, so BBLU currently pays the higher dividend yield.
Is OAKM better than BBLU?
BBLU has a lower expense ratio. BBLU led over 1Y and the full window. BBLU is less concentrated, with 34.7% of the fund in its ten largest positions against 35.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.