BBLU vs SIXH
EA Bridgeway Blue Chip ETF vs ETC 6 Meridian Hedged Equity Index Option ETF
Which is better, BBLU or SIXH?
BBLU has been ahead.
BBLU has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. SIXH is less concentrated, with 33.6% of the fund in its ten largest positions against 34.7%.
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 | SIXH |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.73% |
| AUM | $483M | $605M |
| Dividend Yield | 1.12% | 1.78% |
| Holdings | 39 | 106 |
| YTD Return | +15.50%Best | +14.72% |
| 1Y Return | +18.03%Best | +17.59% |
| 3Y Return (annualized) | +23.45%Best | +13.16% |
| 5Y Return (annualized) | - | +9.95% |
| Volatility (annualized) | 11.8% | 6.9%Best |
| Max Drawdown | -17.2% | -9.1%Best |
| $10,000 over 4 years | $24,274Best | $16,450 |
| Top 10 Weight | 34.7% | 33.6%Best |
| 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 SIXH 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 SIXH Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and ETC 6 Meridian Hedged Equity Index Option ETF (SIXH) is an ETF from 6 Meridian ETF. Over the past year BBLU returned +18.03% while SIXH returned +17.59%. Year to date, BBLU is up 15.50% versus a gain of 14.72% for SIXH.
Over three years, BBLU compounded at +23.45% per year against +13.16% for SIXH. Across the full 4-year window we track, BBLU has the edge at +24.82% annualized vs +13.25%.
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 6.9% for SIXH. 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 -9.1% for SIXH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.18. They move largely independently of each other.
Fees and Cost Over Time
BBLU charges 0.15% per year while SIXH charges 0.73%. On a $10,000 position that is $15 vs $73 annually, a gap of $58 per year that compounds over a long holding period. On income, BBLU currently yields 1.12% against 1.78% for SIXH.
Holdings Overlap
58.7% of BBLU's money is in holdings SIXH also owns. 34.8% of SIXH'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 52 in SIXH, against full books of 39 and 106.
What only one of them owns
Measured across the 38 and 52 positions we hold weights for.
SIXH holds 31 positions BBLU does not, 65.8% of the fund.
Largest: MO 4.93%, T 3.63%, BMY 3.56%, PEP 3.50%, BIL 3.07%
Top Shared Holdings
| Stock | Weight in BBLU | Weight in SIXH | Difference |
|---|---|---|---|
| VZVerizon Communic | 2.48% | 3.55% | 1.07% |
| AMDAdvanced Micro Devices Inc | 4.10% | 1.74% | 2.36% |
| NVDANvidia Corp | 4.03% | 1.37% | 2.66% |
| PLTRPalantir Technologies Inc | 3.88% | 1.35% | 2.53% |
| AAPLApple, Inc | 3.73% | 1.33% | 2.40% |
| WMTWalmart, Inc. | 2.44% | 2.55% | 0.11% |
| COSTCostco Wholesale Corp. | 2.47% | 2.51% | 0.04% |
| LLYEli Lilly & Co. | 2.41% | 2.55% | 0.14% |
| JNJJohnson & Johnson - Common | 2.40% | 2.50% | 0.10% |
| JPMJpmorgan Chase | 3.69% | 1.20% | 2.49% |
58.7% of BBLU is already inside SIXH.
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 SIXH?
BBLU has an expense ratio of 0.15% while SIXH charges 0.73%. BBLU is the cheaper option, by $58 a year on a $10,000 investment.
Which performed better, BBLU or SIXH?
Over the past year BBLU returned +18.03% vs +17.59% for SIXH, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.82% vs +13.25% for SIXH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or SIXH?
BBLU has been the more volatile fund at 11.8% annualized versus 6.9% for SIXH. Worst drawdown: BBLU -17.2% vs SIXH -9.1%.
Should I hold both BBLU and SIXH?
BBLU and SIXH have a monthly-return correlation of 0.18, 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 SIXH?
58.7% of BBLU's money is in holdings SIXH also owns. 34.8% of SIXH'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 52 in SIXH.
Which pays a higher dividend, BBLU or SIXH?
BBLU yields 1.12% while SIXH yields 1.78%, so SIXH currently pays the higher dividend yield.
Is SIXH better than BBLU?
BBLU has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. SIXH is less concentrated, with 33.6% of the fund in its ten largest positions against 34.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.