EDOW vs. BBLU ETF Comparison
Comparison of First Trust Dow 30 Equal Weight ETF (EDOW) to EA Bridgeway Blue Chip ETF (BBLU)
EDOW
First Trust Dow 30 Equal Weight ETF
EDOW Description
The investment seeks investment results that correspond generally to the price and yield of an equity index called the Dow Jones Industrial Average Equal Weight Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is the equal weight version of the Dow Jones Industrial Average (the DJIA). The DJIA is composed of 30 securities issued by blue-chip U.S. companies covering all industries, with the exception of transportation and utilities.
Grade (RS Rating)
Last Trade
$36.76
Average Daily Volume
20,762
30
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
$13.19
Average Daily Volume
59,731
37
Performance
| Period | EDOW | BBLU |
|---|---|---|
| 30 Days | 1.67% | 2.33% |
| 60 Days | 4.74% | 6.54% |
| 90 Days | 6.69% | 8.25% |
| 12 Months | 22.07% | 32.66% |
18 Overlapping Holdings
| Symbol | Grade | Weight in EDOW | Weight in BBLU | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.28% | 3.31% | 3.28% | |
| AMZN | A | 3.49% | 2.65% | 2.65% | |
| CSCO | A | 3.68% | 2.59% | 2.59% | |
| CVX | A | 3.56% | 2.56% | 2.56% | |
| DIS | B | 3.49% | 2.44% | 2.44% | |
| HD | B | 3.44% | 2.29% | 2.29% | |
| INTC | C | 3.87% | 2.53% | 2.53% | |
| JNJ | D | 3.12% | 2.33% | 2.33% | |
| JPM | A | 3.54% | 4.37% | 3.54% | |
| KO | F | 2.99% | 2.11% | 2.11% | |
| MCD | C | 3.28% | 2.3% | 2.3% | |
| MRK | F | 2.87% | 2.11% | 2.11% | |
| MSFT | C | 3.12% | 3.47% | 3.12% | |
| PG | C | 3.11% | 2.21% | 2.21% | |
| UNH | B | 3.12% | 2.44% | 2.44% | |
| V | A | 3.33% | 3.51% | 3.33% | |
| VZ | D | 3.03% | 2.18% | 2.18% | |
| WMT | A | 3.39% | 2.47% | 2.47% |
EDOW Underweight 19 Positions Relative to BBLU
EDOW: Top Represented Industries & Keywords
BBLU: Top Represented Industries & Keywords
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