BBLU vs WBIG
EA Bridgeway Blue Chip ETF vs WBI BullBear Yield 3000 ETF
Which is better, BBLU or WBIG?
BBLU has been ahead.
BBLU has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. WBIG is less concentrated, with 23.9% 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 | WBIG |
|---|---|---|
| Expense Ratio | 0.15%Best | 1.59% |
| AUM | $483M | $31M |
| Dividend Yield | 1.12% | 1.17% |
| Holdings | 39 | 159 |
| YTD Return | +15.50%Best | +12.49% |
| 1Y Return | +18.03%Best | +11.17% |
| 3Y Return (annualized) | +23.45%Best | +7.85% |
| 5Y Return (annualized) | - | +1.53% |
| Volatility (annualized) | 11.8%Best | 12.2% |
| Max Drawdown | -17.2%Best | -20.2% |
| $10,000 over 4 years | $24,274Best | $11,330 |
| Top 10 Weight | 34.7% | 23.9%Best |
| Fund Family | Bridgeway Funds | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | Aug 25, 2014 |
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 WBIG 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 WBIG Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year BBLU returned +18.03% while WBIG returned +11.17%. Year to date, BBLU is up 15.50% versus a gain of 12.49% for WBIG.
Over three years, BBLU compounded at +23.45% per year against +7.85% for WBIG. Across the full 4-year window we track, BBLU has the edge at +24.82% annualized vs +3.17%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WBIG has been the more volatile fund, with annualized monthly volatility of 12.2% 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 -20.2% for WBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBLU charges 0.15% per year while WBIG charges 1.59%. On a $10,000 position that is $15 vs $159 annually, a gap of $144 per year that compounds over a long holding period. On income, BBLU currently yields 1.12% against 1.17% for WBIG.
Holdings Overlap
13.8% of BBLU's money is in holdings WBIG also owns. 6.0% of WBIG's money is in holdings BBLU also owns.
BBLU and WBIG share little of their money.
5 positions in common, counted across the 38 positions we hold weights for in BBLU and 71 in WBIG, against full books of 39 and 159.
What only one of them owns
Measured across the 38 and 71 positions we hold weights for.
WBIG holds 62 positions BBLU does not, 86.6% of the fund.
Largest: AGZD 3.23%, AOHY 2.91%, HPQ 2.35%, BBY 2.22%, PEGA 2.15%
You are not choosing between two funds in isolation.
Whichever of BBLU and WBIG 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 WBIG?
BBLU has an expense ratio of 0.15% while WBIG charges 1.59%. BBLU is the cheaper option, by $144 a year on a $10,000 investment.
Which performed better, BBLU or WBIG?
Over the past year BBLU returned +18.03% vs +11.17% for WBIG, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.82% vs +3.17% for WBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or WBIG?
WBIG has been the more volatile fund at 12.2% annualized versus 11.8% for BBLU. Worst drawdown: BBLU -17.2% vs WBIG -20.2%.
Should I hold both BBLU and WBIG?
BBLU and WBIG have a monthly-return correlation of 0.77, 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 WBIG?
13.8% of BBLU's money is in holdings WBIG also owns. 6.0% of WBIG'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 71 in WBIG.
Which pays a higher dividend, BBLU or WBIG?
BBLU yields 1.12% while WBIG yields 1.17%, so WBIG currently pays the higher dividend yield.
Is WBIG better than BBLU?
BBLU has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. WBIG is less concentrated, with 23.9% 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.