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
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bluemonte Short Term Bond ETF | Short-Term Bond, Investment Grade Bonds, Actively Managed | Jun 20, 2025 | 0.23% | 0.15% | — | 3.79% | 48 |
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Bluemonte Large Cap Value ETF | 89 | 278.79M | Jun 2025 | |
| Bluemonte Diversified Income ETF | 84 | 106.47M | Jun 2025 | |
| Bluemonte Global Equity ETF | 71 | 410.09M | Jun 2025 | |
| Bluemonte Dynamic Total Market ETF | 70 | 571.68M | Jun 2025 | |
| Bluemonte Large Cap Core ETF | 48 | 339.15M | Jun 2025 |
Lowest-Cost Bluemonte ETFs
The top Bluemonte ETFs is BLTD (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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Bluemonte Long Term Bond ETF | 0.23% | 164.90M | Jun 2025 | |
| Bluemonte Large Cap Core ETF | 0.23% | 339.15M | Jun 2025 | |
| Bluemonte Short Term Bond ETF | 0.23% | 168.20M | Jun 2025 | |
| Bluemonte Core Bond ETF | 0.23% | 483.84M | Jun 2025 | |
| Bluemonte Global Equity ETF | 0.23% | 410.09M | Jun 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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Bluemonte Diversified Income ETF | 5.12% | 106.47M | Jun 2025 | |
| Bluemonte Long Term Bond ETF | 4.51% | 164.90M | Jun 2025 | |
| Bluemonte Core Bond ETF | 3.97% | 483.84M | Jun 2025 | |
| Bluemonte Short Term Bond ETF | 3.79% | 168.20M | Jun 2025 | |
| Bluemonte Global Equity ETF | 1.76% | 410.09M | Jun 2025 |
Top ETFs Issuers
Invesco · 575 ETFsState Street · 409 ETFsXtrackers · 369 ETFsGlobal X · 323 ETFsVanguard · 311 ETFsFirst Trust · 303 ETFsWisdomTree · 223 ETFsJPMorgan · 193 ETFsVanEck · 182 ETFsLeverage Shares · 178 ETFsInnovator · 172 ETFsProShares · 167 ETFsFidelity · 142 ETFsDirexion · 129 ETFsFranklin Templeton · 106 ETFsGraniteShares · 79 ETFsDefiance · 69 ETFsYieldMax · 66 ETFsPGIM · 61 ETFsPacer · 60 ETFsGoldman Sachs · 53 ETFsPIMCO · 50 ETFsRoundhill · 50 ETFsAllianz · 49 ETFsTradr · 48 ETFsDimensional · 47 ETFsCalamos · 44 ETFsSimplify · 43 ETFsAmplify · 38 ETFs21Shares · 34 ETFs
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.
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5 Years