BBLU vs. LCLG ETF Comparison
Comparison of EA Bridgeway Blue Chip ETF (BBLU) to Logan Capital Broad Innovative Growth ETF (LCLG)
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
59,263
37
LCLG
Logan Capital Broad Innovative Growth ETF
LCLG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.Grade (RS Rating)
Last Trade
$53.64
Average Daily Volume
562
57
Performance
| Period | BBLU | LCLG |
|---|---|---|
| 30 Days | 3.71% | 8.70% |
| 60 Days | 4.98% | 10.68% |
| 90 Days | 7.70% | 12.18% |
| 12 Months | 33.01% | 42.48% |
BBLU Overweight 29 Positions Relative to LCLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 4.62% | |
| JPM | A | 4.26% | |
| V | A | 3.51% | |
| MSFT | F | 3.51% | |
| TSLA | B | 3.46% | |
| LLY | F | 3.29% | |
| WFC | A | 3.07% | |
| BAC | A | 2.74% | |
| DIS | B | 2.69% | |
| RTX | C | 2.66% | |
| ORCL | B | 2.63% | |
| CVX | A | 2.62% | |
| CSCO | B | 2.58% | |
| INTC | D | 2.52% | |
| WMT | A | 2.49% | |
| CMCSA | B | 2.47% | |
| XOM | B | 2.45% | |
| BRK.A | B | 2.42% | |
| UNH | C | 2.41% | |
| MCD | D | 2.33% | |
| QCOM | F | 2.3% | |
| PEP | F | 2.3% | |
| UPS | C | 2.29% | |
| PG | A | 2.28% | |
| JNJ | D | 2.24% | |
| VZ | C | 2.15% | |
| PFE | D | 2.14% | |
| KO | D | 2.06% | |
| MRK | F | 2.05% |
BBLU Underweight 49 Positions Relative to LCLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -5.16% | |
| NFLX | A | -5.14% | |
| APH | A | -4.28% | |
| KLAC | D | -3.65% | |
| DKS | C | -3.01% | |
| CTAS | B | -2.83% | |
| URI | B | -2.58% | |
| FAST | B | -2.32% | |
| ODFL | B | -2.16% | |
| DECK | A | -1.86% | |
| TTD | B | -1.78% | |
| COIN | C | -1.78% | |
| LAD | A | -1.76% | |
| BURL | A | -1.75% | |
| ANET | C | -1.69% | |
| WSM | B | -1.65% | |
| CPRT | A | -1.62% | |
| SHW | A | -1.58% | |
| MTD | D | -1.58% | |
| TXRH | C | -1.54% | |
| LECO | B | -1.46% | |
| EA | A | -1.32% | |
| WAT | B | -1.29% | |
| SBUX | A | -1.28% | |
| ZBRA | B | -1.2% | |
| ADBE | C | -1.1% | |
| ACN | C | -1.07% | |
| MAR | B | -0.98% | |
| NDSN | B | -0.96% | |
| GPK | C | -0.9% | |
| LPLA | A | -0.87% | |
| MNST | C | -0.87% | |
| PAYC | B | -0.84% | |
| A | D | -0.82% | |
| HUBB | B | -0.8% | |
| IQV | D | -0.69% | |
| LOGI | D | -0.68% | |
| LULU | C | -0.66% | |
| ZTS | D | -0.59% | |
| TRMB | B | -0.58% | |
| ELF | C | -0.56% | |
| ETN | A | -0.53% | |
| POOL | C | -0.45% | |
| CRL | C | -0.41% | |
| NSP | D | -0.4% | |
| LW | C | -0.38% | |
| RH | B | -0.36% | |
| OMF | A | -0.35% | |
| IPGP | D | -0.25% |
BBLU: Top Represented Industries & Keywords
LCLG: Top Represented Industries & Keywords
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