BBLU - ETF AI Analysis
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EA Bridgeway Blue Chip ETF (BBLU)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the past year-to-date and recent months, indicating positive momentum.
Leading Blue-Chip Technology Exposure
Top holdings like Broadcom, Nvidia, Apple, and other major tech names have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment return can stay in investors’ pockets over time.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Sector Tilt Toward Technology and Financials
A large share of the portfolio is in technology and financial stocks, which can make the ETF more sensitive to swings in those sectors.
Notable Underperforming Holdings
Some sizable positions, such as Meta Platforms and Palantir, have shown weak recent performance, which can drag on overall returns.
BBLU vs. SPDR S&P 500 ETF (SPY)
AUM465.47M
RegionNorth America
Expense Ratio0.15%
Beta0.91
IssuerBridgeway
Inception DateOct 17, 2022
Dividend Yield1.1%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume66,448
30 Day Avg. Volume68,881
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
20.54Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBLU Summary
The EA Bridgeway Blue Chip ETF (BBLU) is a fund that invests in large, well-established U.S. companies, often called “blue chips.” It doesn’t track a specific index, but it focuses on big, stable businesses across many sectors, with a tilt toward technology, financials, and health care. Well-known holdings include Apple and JPMorgan Chase. Someone might invest in BBLU to get broad, diversified exposure to leading U.S. companies with the potential for steady long-term growth. A key risk is that these stocks can still rise and fall with the overall stock market, especially large tech names.
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 is leaning heavily into U.S. mega-cap tech, with Nvidia, AMD, Microsoft, and Apple acting as the main engines of performance. Nvidia and AMD have been rising on AI enthusiasm, though Nvidia’s momentum has turned a bit mixed lately, while Apple looks like it’s losing a little steam in the short term. Microsoft remains a steady cloud-and-AI workhorse. Outside tech, JPMorgan and UnitedHealth add ballast from financials and health care, with more measured, steady gains. Overall, it’s a U.S.-centric, Big Tech–tilted blue-chip story with a few defensive anchors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.09% | $19.00M | $5.24T | 24.90% | 76 Outperform | |
| JPMorgan Chase | 3.85% | $17.92M | $950.62B | 18.64% | 72 Outperform | |
| Palantir Technologies | 3.73% | $17.36M | $447.67B | 18.88% | 74 Outperform | |
| Broadcom | 3.71% | $17.24M | $1.75T | 24.01% | 76 Outperform | |
| Apple | 3.49% | $16.22M | $4.67T | 37.72% | 79 Outperform | |
| UnitedHealth | 3.24% | $15.07M | $352.71B | 26.81% | 72 Outperform | |
| Microsoft | 3.20% | $14.90M | $3.81T | 1.35% | 79 Outperform | |
| Advanced Micro Devices | 3.12% | $14.52M | $760.05B | 186.28% | 73 Outperform | |
| Cisco Systems | 3.02% | $14.04M | $433.28B | 59.11% | 77 Outperform | |
| Chevron | 2.81% | $13.08M | $398.83B | 25.69% | 71 Outperform |
BBLU Technical Analysis
Positive
―
Price Trends
16.95
Positive
16.58
Positive
15.86
Positive
Market Momentum
0.12
Positive
54.66
Neutral
57.47
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 17.37, equal to the 50-day MA of 16.95, and equal to the 200-day MA of 15.86, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 54.66 is Neutral, neither overbought nor oversold. The STOCH value of 57.47 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
17.32
3.22
22.84%
FTQI
First Trust Hedged BuyWrite Income ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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NBCR
Neuberger Berman Core Equity ETF
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AFLG
First Trust Active Factor Large Cap ETF
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GSPY
Gotham Enhanced 500 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.
DisclaimerThis 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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