BBLU vs. CAML ETF Comparison

Comparison of EA Bridgeway Blue Chip ETF (BBLU) to Congress Large Cap Growth ETF (CAML)

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

$12.66

Average Daily Volume

61,902

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$33.18

Average Daily Volume

29,037

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BBLU	CAML
30 Days	5.18%	5.87%
60 Days	7.78%	6.52%
90 Days	1.69%	0.98%
12 Months	33.14%	34.85%

5 Overlapping Holdings

Symbol	Grade	Weight in BBLU	Weight in CAML	Overlap
AAPL	D	3.65%	3.78%	3.65%
LLY	D	3.7%	3.7%	3.7%
META	B	4.22%	3.03%	3.03%
MSFT	D	3.58%	3.19%	3.19%
NVDA	B	3.69%	4.72%	3.69%

BBLU Overweight 5 Positions Relative to CAML

Symbol	Grade	Weight
JPM	C	3.84%
AVGO	B	3.76%
V	C	3.34%
TSLA	C	3.13%
ORCL	B	2.82%

BBLU Underweight 5 Positions Relative to CAML

Symbol	Grade	Weight
COST	D	-3.4%
ETN	B	-2.89%
NOW	B	-2.88%
ANET	A	-2.86%
ORLY	A	-2.77%