BBLU - ETF AI Analysis
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EA Bridgeway Blue Chip ETF (BBLU)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Several major technology positions like Broadcom, Nvidia, and AMD have shown strong gains, helping support the ETF’s overall performance.
Diversified Blue-Chip Sector Mix
Holdings spread across technology, financials, communication services, health care, consumer sectors, energy, and industrials help reduce reliance on any single industry.
Low Expense Ratio
The fund’s relatively low fee means less of your return is eaten up by costs over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
Some large positions such as JPMorgan, Apple, and Oracle have shown weaker or negative recent performance, which can drag on the fund.
Tilt Toward Technology
A sizable allocation to the technology sector means the ETF could be more sensitive to downturns in tech stocks.
BBLU vs. SPDR S&P 500 ETF (SPY)
AUM439.25M
RegionNorth America
Expense Ratio0.15%
Beta0.91
IssuerBridgeway
Inception DateOct 17, 2022
Dividend Yield1.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume64,246
30 Day Avg. Volume83,671
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
19.96Price 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, broad-market theme with a mix of sectors like technology, finance, health care, and energy. Well-known holdings include Apple, Amazon, Nvidia, and JPMorgan Chase. Someone might invest in BBLU to get diversified exposure to many leading companies in one fund, aiming for long-term growth with some stability. A key risk is that it is heavily invested in big U.S. stocks, especially tech, so its value can still rise and fall with the 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 is leaning heavily on U.S. mega-cap tech, with AMD out in front as a key engine of recent gains, while Nvidia and Broadcom have cooled a bit, leaving the semiconductor story still strong but not unstoppable. Apple feels more like a steady giant than a rocket ship right now, adding stability rather than fireworks. On the defensive side, UnitedHealth and Eli Lilly are quietly rising, giving the fund a solid health care backbone. Big banks like JPMorgan and Bank of America are also climbing, rounding out a broadly diversified but U.S.-centric blue-chip lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 3.78% | $16.45M | $896.22B | 19.96% | 72 Outperform | |
| Broadcom | 3.73% | $16.26M | $1.71T | 36.42% | 76 Outperform | |
| Nvidia | 3.62% | $15.79M | $4.71T | 22.22% | 76 Outperform | |
| UnitedHealth | 3.62% | $15.78M | $386.29B | 35.84% | 72 Outperform | |
| Apple | 3.55% | $15.47M | $4.53T | 47.93% | 79 Outperform | |
| Advanced Micro Devices | 3.52% | $15.34M | $844.36B | 274.48% | 73 Outperform | |
| Cisco Systems | 3.15% | $13.71M | $444.16B | 62.98% | 77 Outperform | |
| Eli Lilly & Co | 2.95% | $12.87M | $1.14T | 58.88% | 72 Outperform | |
| Johnson & Johnson | 2.88% | $12.55M | $633.19B | 71.54% | 78 Outperform | |
| Palantir Technologies | 2.69% | $11.73M | $309.97B | -5.13% | 74 Outperform |
BBLU Technical Analysis
Positive
―
Price Trends
16.42
Positive
15.77
Positive
15.46
Positive
Market Momentum
0.09
Negative
58.26
Neutral
86.22
Negative
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 16.51, equal to the 50-day MA of 16.42, and equal to the 200-day MA of 15.46, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 58.26 is Neutral, neither overbought nor oversold. The STOCH value of 86.22 is Negative, 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
16.74
3.09
22.64%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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NBCR
Neuberger Berman Core Equity ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core 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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