BBLU vs. EQIN ETF Comparison
Comparison of EA Bridgeway Blue Chip ETF (BBLU) to Columbia U.S. Equity Income ETF (EQIN)
BBLU
EA Bridgeway Blue Chip ETF
BBLU Description
BBLU offers concentrated exposure to US blue-chip stocks. The selection process starts with the largest 150 US companies by market-cap. The sub-adviser narrows down the initial universe based on a model-driven statistical approach that considers both market capitalization and industry diversification. Additionally, the funds investment process incorporates financially material ESG information and excludes companies involved in the tobacco industry, those with direct or indirect business tied to Sudan, and those engaged in production or trade of pornographic material. Investors should note that ESG information is just one investment consideration and is not the sole determinant of the funds holdings. The portfolio typically holds approximately 35 stocks, more or less due to corporate actions. On October 17, 2022, it converted from the mutual fund Bridgeway Blue Chip Fund (Ticker: BRLIX) to an ETF with $194 million in assets.
Grade (RS Rating)
Last Trade
$13.10
Average Daily Volume
59,308
37
EQIN
Columbia U.S. Equity Income ETF
EQIN Description
Under normal market conditions, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of U.S. companies. The fund typically invests in common stocks.Grade (RS Rating)
Last Trade
$46.87
Average Daily Volume
17,195
98
Performance
Period | BBLU | EQIN |
---|---|---|
30 Days | 1.54% | -2.19% |
60 Days | 4.69% | 0.21% |
90 Days | 6.73% | 3.01% |
12 Months | 31.94% | 22.28% |
10 Overlapping Holdings
BBLU Overweight 27 Positions Relative to EQIN
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | A | 4.62% | |
JPM | A | 4.26% | |
META | C | 3.87% | |
V | A | 3.51% | |
MSFT | D | 3.51% | |
TSLA | A | 3.46% | |
AAPL | C | 3.37% | |
LLY | F | 3.29% | |
WFC | A | 3.07% | |
BAC | A | 2.74% | |
AMZN | B | 2.7% | |
DIS | B | 2.69% | |
RTX | D | 2.66% | |
ORCL | A | 2.63% | |
CSCO | B | 2.58% | |
INTC | C | 2.52% | |
MA | B | 2.5% | |
WMT | A | 2.49% | |
BRK.A | B | 2.42% | |
MCD | D | 2.33% | |
UPS | C | 2.29% | |
PG | C | 2.28% | |
JNJ | D | 2.24% | |
PFE | F | 2.14% | |
MRK | F | 2.05% | |
GOOG | B | 1.27% | |
GOOGL | B | 1.26% |
BBLU Underweight 88 Positions Relative to EQIN
Symbol | Grade | Weight | |
---|---|---|---|
IBM | C | -2.85% | |
CAT | C | -2.76% | |
AMGN | D | -2.53% | |
T | A | -2.31% | |
LMT | D | -1.95% | |
COP | B | -1.88% | |
ADP | B | -1.8% | |
SCHW | A | -1.79% | |
ADI | D | -1.62% | |
MMC | D | -1.6% | |
DE | C | -1.46% | |
ICE | C | -1.29% | |
MDLZ | F | -1.28% | |
CI | D | -1.27% | |
GD | D | -1.22% | |
CME | A | -1.17% | |
NOC | D | -1.12% | |
EMR | A | -1.05% | |
TGT | B | -1.0% | |
WMB | A | -0.99% | |
SLB | C | -0.89% | |
NXPI | F | -0.86% | |
SRE | A | -0.84% | |
JCI | B | -0.82% | |
BK | B | -0.82% | |
AFL | C | -0.79% | |
PSX | C | -0.76% | |
AEP | C | -0.74% | |
MPC | D | -0.74% | |
CMI | A | -0.7% | |
AIG | C | -0.7% | |
OXY | F | -0.67% | |
PEG | C | -0.62% | |
KR | B | -0.62% | |
LEN | D | -0.59% | |
CTSH | C | -0.58% | |
XEL | A | -0.54% | |
GIS | F | -0.53% | |
STZ | D | -0.52% | |
HIG | B | -0.5% | |
KDP | D | -0.5% | |
ED | C | -0.49% | |
ETR | A | -0.46% | |
WTW | B | -0.46% | |
EIX | C | -0.46% | |
WEC | A | -0.45% | |
TSCO | D | -0.45% | |
RJF | A | -0.43% | |
PPG | F | -0.42% | |
CAH | B | -0.42% | |
STT | B | -0.41% | |
HPE | B | -0.41% | |
CDW | F | -0.39% | |
BR | B | -0.38% | |
HAL | C | -0.37% | |
HUBB | B | -0.36% | |
AEE | A | -0.35% | |
DTE | C | -0.35% | |
K | B | -0.34% | |
ES | C | -0.32% | |
ATO | A | -0.32% | |
PFG | C | -0.29% | |
IP | A | -0.28% | |
SNA | B | -0.27% | |
DGX | A | -0.26% | |
BBY | D | -0.26% | |
IEX | B | -0.25% | |
OC | A | -0.24% | |
EXPD | D | -0.24% | |
WSM | D | -0.23% | |
NI | A | -0.23% | |
AVY | D | -0.23% | |
SWKS | F | -0.21% | |
NDSN | D | -0.21% | |
LNT | A | -0.21% | |
EVRG | A | -0.2% | |
ALLE | D | -0.18% | |
CHRW | B | -0.18% | |
CCK | D | -0.16% | |
DKS | D | -0.16% | |
OVV | C | -0.16% | |
TAP | B | -0.15% | |
FBIN | F | -0.14% | |
FOXA | B | -0.14% | |
CNH | C | -0.13% | |
MOS | D | -0.13% | |
AOS | F | -0.13% | |
HII | F | -0.11% |
BBLU: Top Represented Industries & Keywords
EQIN: Top Represented Industries & Keywords