BBLU vs SIXA
EA Bridgeway Blue Chip ETF vs ETC 6 Meridian Mega Cap Equity ETF
Which is better, BBLU or SIXA?
Each has led over a different period.
BBLU has a lower expense ratio. BBLU led over 3Y and the full window, SIXA over 1Y. BBLU is less concentrated, with 34.7% of the fund in its ten largest positions against 34.8%.
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 | SIXA |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.47% |
| AUM | $483M | $540M |
| Dividend Yield | 1.12% | 1.96% |
| Holdings | 39 | 150 |
| YTD Return | +15.50% | +16.78%Best |
| 1Y Return | +18.03% | +19.27%Best |
| 3Y Return (annualized) | +23.45%Best | +21.22% |
| 5Y Return (annualized) | - | +12.90% |
| Volatility (annualized) | 11.8% | 10.0%Best |
| Max Drawdown | -17.2% | -11.2%Best |
| $10,000 over 4 years | $24,274Best | $20,182 |
| Top 10 Weight | 34.7%Best | 34.8% |
| Fund Family | Bridgeway Funds | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | May 11, 2020 |
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 SIXA 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 SIXA Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and ETC 6 Meridian Mega Cap Equity ETF (SIXA) is an ETF from 6 Meridian ETF. Over the past year BBLU returned +18.03% while SIXA returned +19.27%. Year to date, BBLU is up 15.50% versus a gain of 16.78% for SIXA.
Over three years, BBLU compounded at +23.45% per year against +21.22% for SIXA. Across the full 4-year window we track, BBLU has the edge at +24.82% annualized vs +19.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBLU has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 10.0% for SIXA. 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 -11.2% for SIXA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBLU charges 0.15% per year while SIXA charges 0.47%. On a $10,000 position that is $15 vs $47 annually, a gap of $32 per year that compounds over a long holding period. On income, BBLU currently yields 1.12% against 1.96% for SIXA.
Holdings Overlap
58.7% of BBLU's money is in holdings SIXA also owns. 36.6% of SIXA's money is in holdings BBLU also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 38 positions we hold weights for in BBLU and 50 in SIXA, against full books of 39 and 150.
What only one of them owns
Measured across the 38 and 50 positions we hold weights for.
SIXA holds 29 positions BBLU does not, 63.4% of the fund.
Largest: MO 5.18%, T 3.81%, BMY 3.74%, PEP 3.67%, LRCX 3.16%
Top Shared Holdings
| Stock | Weight in BBLU | Weight in SIXA | Difference |
|---|---|---|---|
| VZVerizon Communic | 2.48% | 3.73% | 1.25% |
| AMDAdvanced Micro Devices Inc | 4.10% | 1.84% | 2.26% |
| NVDANvidia Corp | 4.03% | 1.44% | 2.59% |
| PLTRPalantir Technologies Inc | 3.88% | 1.40% | 2.48% |
| AAPLApple, Inc | 3.73% | 1.38% | 2.35% |
| WMTWalmart, Inc. | 2.44% | 2.67% | 0.23% |
| COSTCostco Wholesale Corp. | 2.47% | 2.63% | 0.16% |
| LLYEli Lilly & Co. | 2.41% | 2.67% | 0.26% |
| JNJJohnson & Johnson - Common | 2.40% | 2.63% | 0.23% |
| JPMJpmorgan Chase | 3.69% | 1.27% | 2.42% |
58.7% of BBLU is already inside SIXA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, BBLU or SIXA?
BBLU has an expense ratio of 0.15% while SIXA charges 0.47%. BBLU is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, BBLU or SIXA?
Over the past year BBLU returned +18.03% vs +19.27% for SIXA, so SIXA leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.82% vs +19.19% for SIXA. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or SIXA?
BBLU has been the more volatile fund at 11.8% annualized versus 10.0% for SIXA. Worst drawdown: BBLU -17.2% vs SIXA -11.2%.
Should I hold both BBLU and SIXA?
BBLU and SIXA have a monthly-return correlation of 0.71, 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 SIXA?
58.7% of BBLU's money is in holdings SIXA also owns. 36.6% of SIXA's is in holdings BBLU also owns. They hold 21 positions in common, counted across the 38 positions we hold weights for in BBLU and 50 in SIXA.
Which pays a higher dividend, BBLU or SIXA?
BBLU yields 1.12% while SIXA yields 1.96%, so SIXA currently pays the higher dividend yield.
Is SIXA better than BBLU?
BBLU has a lower expense ratio. BBLU led over 3Y and the full window, SIXA over 1Y. BBLU is less concentrated, with 34.7% of the fund in its ten largest positions against 34.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.