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Bluemonte ETF List

Here you can find all ETFs issued by Bluemonte and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of ETFs
9
Avg. Expense Ratio
0.29%
Avg. 1 Year Return
13.24%
Avg. 5 Year Return
Median Risk/Return Score
48 / 100
Bluemonte ETF List

9 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Bluemonte Core Bond ETFIntermediate Core Bond, Actively ManagedJun 20, 20250.23%
-0.79%
3.97%
26
Bluemonte Global Equity ETFGlobal Equities, Actively ManagedJun 20, 20250.23%
13.19%
1.76%
71
Bluemonte Large Cap Growth ETFLarge Cap Growth Equities, Actively ManagedJun 20, 20250.24%
7.40%
0.33%
37
Bluemonte Short Term Bond ETFShort-Term Bond, Investment Grade Bonds, Actively ManagedJun 20, 20250.23%
0.15%
3.79%
48
Bluemonte Long Term Bond ETFLong-Term Bond, Actively ManagedJun 20, 20250.23%
-2.29%
4.51%
13
Bluemonte Large Cap Core ETFLarge Cap Blend Equities, Actively ManagedJun 20, 20250.23%
8.57%
0.63%
48
Bluemonte Diversified Income ETFMultisector Bonds, Actively ManagedJun 20, 20250.75%
4.27%
5.12%
84
Bluemonte Dynamic Total Market ETFLarge Cap Blend Equities, Actively ManagedJun 20, 20250.25%
14.07%
1.08%
70
Bluemonte Large Cap Value ETFLarge Cap Value Equities, Actively ManagedJun 20, 20250.24%
13.76%
1.31%
89

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Explore top Bluemonte ETF Categories and Asset Classes


Best Bluemonte ETFs by Risk/Return Score

The top Bluemonte ETFs by PortfoliosLab Risk/Return Score are BVAL (89) and BLUI (84). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Bluemonte Large Cap Value ETF
89
278.79MJun 2025
Bluemonte Diversified Income ETF
84
106.47MJun 2025
Bluemonte Global Equity ETF
71
410.09MJun 2025
Bluemonte Dynamic Total Market ETF
70
571.68MJun 2025
Bluemonte Large Cap Core ETF
48
339.15MJun 2025

Lowest-Cost Bluemonte ETFs

The top Bluemonte ETFs is BDBT (0.23%). With an average expense ratio of 0.29%, Bluemonte ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Bluemonte Core Bond ETF0.23%483.84MJun 2025
Bluemonte Global Equity ETF0.23%410.09MJun 2025
Bluemonte Long Term Bond ETF0.23%164.90MJun 2025
Bluemonte Large Cap Core ETF0.23%339.15MJun 2025
Bluemonte Short Term Bond ETF0.23%168.20MJun 2025

Highest-Yield Bluemonte ETFs

The top Bluemonte ETFs is BLUI (5.12%). Across the lineup, Bluemonte ETFs show an average dividend yield of 2.50%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Bluemonte Diversified Income ETF5.12%106.47MJun 2025
Bluemonte Long Term Bond ETF4.51%164.90MJun 2025
Bluemonte Core Bond ETF3.97%483.84MJun 2025
Bluemonte Short Term Bond ETF3.79%168.20MJun 2025
Bluemonte Global Equity ETF1.76%410.09MJun 2025

Top ETFs Issuers


Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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