ETF overview
EA Series Trust - EA Bridgeway Blue Chip ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. It is co-managed by Bridgeway Capital Management, LLC. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. The fund does not invest in companies operating in the tobacco sectors. The fund employs proprietary research to create its portfolio. EA Series Trust - EA Bridgeway Blue Chip ETF was formed on July 31, 1997 and is domiciled in the United States.
Fund facts
- Expense ratio
- 0.15%
- Fund assets
- 488.47M USD (all share classes)
- Issuer
- Bridgeway
- Inception date
- Jul 31, 1997
- Number of holdings
- 38
Breakdown
Holdings (38)
| Name | Ticker | Weight |
|---|---|---|
| Apple Inc | AAPL | 3.77% |
| Palantir Technologies Inc | PLTR | 3.69% |
| JPMORGAN CHASE & CO. | JPM | 3.66% |
| NVIDIA Corp | NVDA | 3.63% |
| Advanced Micro Devices Inc | AMD | 3.42% |
| Microsoft Corp | MSFT | 3.28% |
| Broadcom Inc | AVGO | 3.24% |
| UnitedHealth Group Inc | UNH | 3.19% |
| Meta Platforms Inc | META | 2.93% |
| Walmart Inc | WMT | 2.70% |
| and 25 more | ||
Similar ETFs
- Principal U.S. Mega-Cap ETFUSMC · Overlap 63% · Expense ratio 0.12%
- Optimized Equity Income ETFOEI · Overlap 57% · Expense ratio 1.02%
- First Trust Dow 30 Equal Weight ETFEDOW · Overlap 53% · Expense ratio 0.50%
- WisdomTree U.S. Quality Dividend Growth FundDGRW · Overlap 51% · Expense ratio 0.28%
- iShares S&P 100 ETFOEF · Overlap 51% · Expense ratio 0.20%
- SGI Enhanced Market Leaders ETFLDRX · Overlap 51% · Expense ratio 0.50%
- iShares Top 20 U.S. Stocks ETFTOPT · Overlap 51% · Expense ratio 0.20%
- Fitz-Gerald Must Have Portfolio ETFFITZ · Overlap 50% · Expense ratio 0.75%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.15%
- Fund assets
- 488.47M USD (all share classes)
- Issuer
- Bridgeway
- Inception date
- Jul 31, 1997
- Number of holdings
- 38
| Name | Ticker | Weight |
|---|---|---|
| Apple Inc | AAPL | 3.77% |
| Palantir Technologies Inc | PLTR | 3.69% |
| JPMORGAN CHASE & CO. | JPM | 3.66% |
| NVIDIA Corp | NVDA | 3.63% |
| Advanced Micro Devices Inc | AMD | 3.42% |
| Microsoft Corp | MSFT | 3.28% |
| Broadcom Inc | AVGO | 3.24% |
| UnitedHealth Group Inc | UNH | 3.19% |
| Meta Platforms Inc | META | 2.93% |
| Walmart Inc | WMT | 2.70% |
| and 25 more | ||
EA Series Trust - EA Bridgeway Blue Chip ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. It is co-managed by Bridgeway Capital Management, LLC. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. The fund does not invest in companies operating in the tobacco sectors. The fund employs proprietary research to create its portfolio. EA Series Trust - EA Bridgeway Blue Chip ETF was formed on July 31, 1997 and is domiciled in the United States.
- Principal U.S. Mega-Cap ETFUSMC · Overlap 63% · Expense ratio 0.12%
- Optimized Equity Income ETFOEI · Overlap 57% · Expense ratio 1.02%
- First Trust Dow 30 Equal Weight ETFEDOW · Overlap 53% · Expense ratio 0.50%
- WisdomTree U.S. Quality Dividend Growth FundDGRW · Overlap 51% · Expense ratio 0.28%
- iShares S&P 100 ETFOEF · Overlap 51% · Expense ratio 0.20%
- SGI Enhanced Market Leaders ETFLDRX · Overlap 51% · Expense ratio 0.50%
- iShares Top 20 U.S. Stocks ETFTOPT · Overlap 51% · Expense ratio 0.20%
- Fitz-Gerald Must Have Portfolio ETFFITZ · Overlap 50% · Expense ratio 0.75%
Overlap is the share of assets the two funds hold in common.
Unlock all ETF data
Sign up for FreeUnlock all ETF data
Sign up for Free