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BBLU - ETF AI Analysis
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EA Bridgeway Blue Chip ETF (BBLU)
Rating:74Outperform
Price Target:―
Positive Factors
Blue-Chip Focus
The ETF holds large, well-known companies like Microsoft, Apple, and JPMorgan, which tend to have more stable businesses than smaller, less established firms.
Broad Sector Diversification
Holdings spread across technology, financials, health care, consumer, energy, and industrials help reduce the impact if any one sector struggles.
Low Expense Ratio
The fund’s relatively low fee means less of your potential return is lost to costs each year.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year-to-date, which may concern investors looking for near-term strength.
Top Holdings Under Pressure
Several major positions such as Apple, Microsoft, JPMorgan, and Broadcom have been lagging this year, weighing on overall fund performance.
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
BBLU vs. SPDR S&P 500 ETF (SPY)
AUM379.04M
RegionNorth America
Expense Ratio0.15%
Beta0.92
IssuerBridgeway
Inception DateOct 17, 2022
Dividend Yield1.24%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume156,556
30 Day Avg. Volume109,968
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
18.38Price 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 (BBLU) invests in large, well-established U.S. companies, often called “blue chips.” It doesn’t track a specific index, but follows a large-cap theme and spreads money across many sectors like technology, finance, and health care. Well-known holdings include Apple and Microsoft. Someone might invest in BBLU to get broad, diversified exposure to leading companies that aim for steady, long-term growth rather than big short-term swings. A key risk is that it still holds many tech and other stocks, so its value can go up and down with the overall stock market.
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
BBLU leans heavily into U.S. blue-chip tech and finance, with Nvidia, AMD, Microsoft, and Apple setting much of the tone. AMD and Eli Lilly are among the bright spots, with rising momentum that helps offset weakness elsewhere, while Costco has quietly become a steady engine of gains. On the flip side, Apple and Microsoft have been losing steam, and financial heavyweights like JPMorgan and Wells Fargo are also lagging, acting as a mild brake. Overall, it’s a U.S.-centric, Big Tech–tilted fund with a few standout defensives keeping things balanced.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 3.88% | $14.63M | $1.61T | 45.36% | 76 Outperform | |
| Nvidia | 3.88% | $14.61M | $4.58T | 44.91% | 76 Outperform | |
| JPMorgan Chase | 3.85% | $14.51M | $866.44B | 16.57% | 72 Outperform | |
| Apple | 3.42% | $12.90M | $4.02T | 15.94% | 79 Outperform | |
| Wells Fargo | 3.23% | $12.20M | $284.24B | 19.99% | 80 Outperform | |
| Eli Lilly & Co | 3.14% | $11.86M | $969.02B | 19.82% | 72 Outperform | |
| Advanced Micro Devices | 3.11% | $11.73M | $348.21B | 93.18% | 73 Outperform | |
| Exxon Mobil | 3.10% | $11.67M | $639.28B | 39.84% | 74 Outperform | |
| Visa | 3.03% | $11.44M | $625.50B | -8.45% | 70 Outperform | |
| Chevron | 2.94% | $11.08M | $366.98B | 17.88% | 71 Outperform |
BBLU Technical Analysis
Positive
―
Price Trends
15.30
Positive
15.16
Positive
14.35
Positive
Market Momentum
0.04
Negative
53.11
Neutral
75.29
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 15.33, equal to the 50-day MA of 15.30, and equal to the 200-day MA of 14.35, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 53.11 is Neutral, neither overbought nor oversold. The STOCH value of 75.29 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
15.41
1.91
14.15%
NBCR
Neuberger Berman Core Equity ETF
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MODL
VictoryShares WestEnd U.S. Sector 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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BALI
BlackRock Advantage Large Cap Income 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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