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BBLU - ETF AI Analysis
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EA Bridgeway Blue Chip ETF (BBLU)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, including Nvidia, Oracle, and AMD, have delivered strong year-to-date performance, driving the ETF’s returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.
Sector Diversification
The fund is spread across multiple sectors like Technology, Financials, and Health Care, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, offering little exposure to international markets.
Overweight in Technology
Nearly 30% of the fund is allocated to Technology, increasing vulnerability to sector-specific downturns.
Underperforming Holdings
Some key positions, like Apple and Visa, have shown weak year-to-date performance, which could drag on overall returns.
BBLU vs. SPDR S&P 500 ETF (SPY)
AUM361.69M
RegionNorth America
Expense Ratio0.15%
Beta0.92
IssuerBridgeway
Inception DateOct 17, 2022
Dividend Yield1.25%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume96,075
30 Day Avg. Volume99,040
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
17.81Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBLU Summary
The EA Bridgeway Blue Chip ETF (Ticker: BBLU) is an investment fund that focuses on large, well-established companies known as blue-chip stocks. These companies are leaders in their industries and have a history of stable earnings and strong performance. The ETF includes big names like Microsoft and Apple, and it invests across various sectors such as technology, finance, and healthcare. This makes it a good option for investors looking for growth and diversification in their portfolio. However, new investors should be aware that the ETF’s performance can fluctuate with the overall stock market, especially since it is heavily weighted toward tech companies.
How much will it cost me?The EA Bridgeway Blue Chip ETF (BBLU) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it is passively managed, focusing on large-cap stocks rather than requiring frequent trading or active management.
What would affect this ETF?The EA Bridgeway Blue Chip ETF (BBLU) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from its top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact financial and consumer-focused sectors, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting U.S.-based large-cap companies may further influence its future performance.
BBLU Top 10 Holdings
The EA Bridgeway Blue Chip ETF leans heavily into technology, with names like Nvidia and Broadcom driving its performance thanks to their focus on AI and data center growth, though Nvidia’s recent momentum has been mixed. Apple remains a steady contributor, buoyed by its services expansion, while Microsoft’s cloud and AI growth faces some near-term headwinds. Financials like JPMorgan and Wells Fargo are rising steadily, providing balance to the fund’s tech-heavy tilt. With its U.S.-centric portfolio, the ETF offers a blend of innovation and stability, though its reliance on tech giants could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 3.99% | $14.35M | $896.14B | 37.49% | 72 Outperform | |
| Broadcom | 3.80% | $13.67M | $1.58T | 48.22% | 76 Outperform | |
| Nvidia | 3.78% | $13.62M | $4.49T | 36.15% | 76 Outperform | |
| Wells Fargo | 3.39% | $12.20M | $300.10B | 36.65% | 80 Outperform | |
| Eli Lilly & Co | 3.34% | $12.03M | $1.03T | 35.66% | 72 Outperform | |
| Visa | 3.28% | $11.81M | $668.84B | 14.47% | 70 Outperform | |
| Apple | 3.26% | $11.73M | $3.83T | 9.37% | 79 Outperform | |
| Microsoft | 3.26% | $11.72M | $3.55T | 14.12% | 79 Outperform | |
| Advanced Micro Devices | 2.97% | $10.70M | $333.23B | 76.39% | 73 Outperform | |
| Amazon | 2.63% | $9.46M | $2.63T | 12.49% | 71 Outperform |
BBLU Technical Analysis
Positive
―
Price Trends
15.19
Positive
14.93
Positive
13.97
Positive
Market Momentum
0.05
Positive
54.54
Neutral
52.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBLU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 15.28, equal to the 50-day MA of 15.19, and equal to the 200-day MA of 13.97, indicating a bullish trend. The MACD of 0.05 indicates Positive momentum. The RSI at 54.54 is Neutral, neither overbought nor oversold. The STOCH value of 52.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBLU.
BBLU Peer Comparison
Comparison Results
Performance Comparison
BBLU
EA Bridgeway Blue Chip ETF
15.34
2.53
19.75%
AVLC
Avantis U.S. Large Cap Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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MODL
VictoryShares WestEnd U.S. Sector ETF
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LRGC
AB US Large Cap Strategic Equities ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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