BBLU vs. LCF ETF Comparison
Comparison of EA Bridgeway Blue Chip ETF (BBLU) to Touchstone US Large Cap Focused ETF (LCF)
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
$13.29
Average Daily Volume
58,721
37
LCF
Touchstone US Large Cap Focused ETF
LCF Description
Touchstone US Large Cap Focused ETF is an exchange traded fund launched and managed by Touchstone Advisors Inc. It is co-managed by Fort Washington Investment Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of large-cap companies. Touchstone US Large Cap Focused ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$37.11
Average Daily Volume
459
46
Performance
| Period | BBLU | LCF |
|---|---|---|
| 30 Days | 3.34% | 2.49% |
| 60 Days | 5.06% | 4.27% |
| 90 Days | 7.61% | 6.59% |
| 12 Months | 33.01% | 26.34% |
16 Overlapping Holdings
| Symbol | Grade | Weight in BBLU | Weight in LCF | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 3.4% | 7.26% | 3.4% | |
| AMZN | C | 2.6% | 5.17% | 2.6% | |
| BAC | A | 2.76% | 2.45% | 2.45% | |
| BRK.A | B | 2.44% | 3.23% | 2.44% | |
| CMCSA | C | 2.46% | 1.21% | 1.21% | |
| DIS | B | 2.82% | 0.73% | 0.73% | |
| GOOG | C | 1.27% | 5.57% | 1.27% | |
| JNJ | D | 2.26% | 2.06% | 2.06% | |
| META | D | 3.8% | 5.96% | 3.8% | |
| MSFT | D | 3.43% | 8.28% | 3.43% | |
| NVDA | C | 4.61% | 4.6% | 4.6% | |
| ORCL | C | 2.69% | 3.06% | 2.69% | |
| RTX | D | 2.68% | 1.59% | 1.59% | |
| UNH | B | 2.45% | 2.93% | 2.45% | |
| V | A | 3.51% | 2.31% | 2.31% | |
| XOM | C | 2.45% | 1.93% | 1.93% |
BBLU Overweight 21 Positions Relative to LCF
BBLU Underweight 30 Positions Relative to LCF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | B | -2.68% | |
| CRM | B | -2.52% | |
| HCA | F | -2.14% | |
| PM | B | -2.08% | |
| BDX | F | -1.87% | |
| SCHW | A | -1.84% | |
| TXN | D | -1.7% | |
| MKL | A | -1.65% | |
| MDT | D | -1.65% | |
| MNST | B | -1.54% | |
| NFLX | B | -1.32% | |
| DD | D | -1.31% | |
| JLL | B | -1.3% | |
| ABNB | C | -1.28% | |
| BA | D | -1.24% | |
| BMY | B | -1.21% | |
| WDAY | C | -1.17% | |
| SSNC | A | -1.14% | |
| HUBB | B | -1.06% | |
| SBUX | B | -0.84% | |
| IFF | D | -0.81% | |
| PYPL | A | -0.76% | |
| BMRN | F | -0.75% | |
| SWK | D | -0.74% | |
| FDX | B | -0.71% | |
| AMAT | F | -0.69% | |
| LUV | B | -0.66% | |
| SLB | C | -0.64% | |
| COR | C | -0.61% | |
| DE | B | -0.32% |
BBLU: Top Represented Industries & Keywords
LCF: Top Represented Industries & Keywords
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