BBLU - ETF AI Analysis
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EA Bridgeway Blue Chip ETF (BBLU)
BBLU, the EA Bridgeway Blue Chip ETF, has a solid overall rating driven by high-quality blue-chip leaders like Microsoft, Apple, and Nvidia, which benefit from strong financial performance and long-term growth themes in cloud, AI, and consumer technology. The fund’s rating is slightly tempered by holdings with valuation and technical risks, such as Palantir and Meta, and by broader exposure to richly valued AI semiconductor names, making elevated valuations and sector concentration in technology-related growth stocks the main risk factor to watch.
BBLU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 493.88M
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 0.90
- Issuer
- Bridgeway
- Inception Date
- Oct 17, 2022
- Dividend Yield
- 1.08%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BBLU Summary
EA Bridgeway Blue Chip ETF (BBLU) is a U.S. stock fund that focuses on large, well-established “blue chip” companies rather than tracking a specific index. It spreads your money across many sectors, including technology, finance, and health care, aiming for a mix of stability and long-term growth. Well-known holdings include Apple, Microsoft, JPMorgan Chase, and Nvidia, giving investors instant diversification in leading businesses. Someone might invest in BBLU to build a core, long-term stock position with exposure to major U.S. companies. A key risk is that it still moves up and down with the overall stock market, especially large U.S. companies.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 invested. That’s lower than the average stock ETF because it’s relatively simple and rules-based, rather than being a fully actively managed, high-cost fund.
What would affect this ETF?
BBLU focuses on large U.S. blue-chip companies, especially in technology and financials, so it could benefit if the U.S. economy stays strong, digital innovation continues, and interest rates stabilize or fall, helping major holdings like Apple, Microsoft, Nvidia, JPMorgan, and Visa. On the downside, higher interest rates, tighter financial regulations, tech sector setbacks, or a broad U.S. market downturn could hurt these big companies and weigh on the ETF’s performance.
BBLU Top 10 Holdings
BBLU is leaning heavily into U.S. Big Tech and AI, with Palantir, Apple, Microsoft, and AMD acting as the main engines of recent gains, all showing rising or steady momentum. Nvidia and Broadcom have been more mixed, occasionally tapping the brakes on the fund’s semiconductor story. Tesla is still a wild card, bouncing back lately but lagging over the year, while JPMorgan and UnitedHealth add a steadier financial and health care backbone. Overall, it’s a U.S.-centric, tech-forward blue-chip portfolio with a clear tilt toward AI and chips.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 PLTR | Palantir Technologies | 3.84% | $18.93M | $442.43B | -5.37% | 74Outperform |
 AAPL | Apple | 3.77% | $18.60M | $5.03T | 26.98% | 79Outperform |
 JPM | JPMorgan Chase | 3.64% | $17.95M | $895.92B | 8.92% | 72Outperform |
 AMD | Advanced Micro Devices | 3.61% | $17.81M | $824.07B | 98.09% | 73Outperform |
 NVDA | Nvidia | 3.57% | $17.60M | $4.93T | 0.86% | 76Outperform |
 AVGO | Broadcom | 3.35% | $16.53M | $1.56T | -13.38% | 76Outperform |
 MSFT | Microsoft | 3.24% | $15.97M | $3.88T | -0.73% | 79Outperform |
 UNH | UnitedHealth | 3.22% | $15.86M | $365.29B | 18.05% | 72Outperform |
 LLY | Eli Lilly & Co | 2.81% | $13.84M | $1.33T | 67.86% | 72Outperform |
 IBM | International Business Machines | 2.78% | $13.73M | $243.66B | -16.85% | 79Outperform |
BBLU Technical Analysis
Price Trends
Market Momentum
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 17.64 is above the 20-day moving average (MA) of 17.63, above the 50-day MA of 17.45, and above the 200-day MA of 16.34, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 52.92 is Neutral, neither overbought nor oversold. The STOCH value of 75.14 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BBLU | $17.64 | $19.50(10.54% Upside) | $493.88M | 0.15% | 74Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.02(19.76% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.23(22.94% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.45(32.38% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BBLU | EA Bridgeway Blue Chip ETF | 17.64 | 2.40 | 15.76% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
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.