Bluemonte Dynamic Total Market ETF (BLUX) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BLUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BLUX
BLUX charges 0.25% annually. There are 67 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.61B | Oct 2000 | BLUX vs SPTM | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.63B | Nov 2009 | BLUX vs SCHX | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.42B | Jan 2004 | BLUX vs ITOT | |
| Vanguard Total Stock Market ETF | 0.03% | 2.20T | May 2001 | BLUX vs VTI | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.31B | Nov 2009 | BLUX vs SCHB |
Best Risk-Adjusted Alternatives to BLUX
Among 206 ETFs in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | BLUX vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 860.84M | Sep 2018 | BLUX vs IUS | |
| Blackrock Large Cap Core ETF | 87 | 6.04B | Oct 2023 | BLUX vs BLCR | |
| Mohr Company Nav ETF | 87 | — | Sep 2024 | BLUX vs CNAV | |
| Pacer Swan SOS Conservative (December) ETF | 85 | 47.28M | Dec 2020 | BLUX vs PSCX |
Top Performing BLUX Alternatives (YTD)
BLUX is at 12.94% YTD. There are 44 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 47.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 47.92% | 20.80M | Nov 2023 | BLUX vs NRSH | |
| Mohr Company Nav ETF | 47.26% | — | Sep 2024 | BLUX vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.45% | — | May 2024 | BLUX vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 32.04% | 194.17M | Jun 2025 | BLUX vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 31.75% | 26.66B | Apr 2013 | BLUX vs MTUM |
Lowest Volatility Alternatives to BLUX
BLUX has 13.91% 1-year volatility. There are 192 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.37% | — | Jun 2025 | BLUX vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 3.98% | — | Jun 2025 | BLUX vs BUFX | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.25% | 78.22M | Jun 2019 | BLUX vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.73% | 354.49M | May 2020 | BLUX vs DMAY | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 5.04% | 320.45M | Jun 2020 | BLUX vs DJUN |
Lowest Drawdown Alternatives to BLUX
Among 206 ETFs in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 78.22M | Jun 2019 | BLUX vs UJUN | |
| Calvert US Select Equity ETF | -3.08% | 25.16M | Jan 2023 | BLUX vs CVSE | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 320.45M | Jun 2020 | BLUX vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 354.49M | May 2020 | BLUX vs DMAY | |
| Siren DIVCON Dividend Defender ETF | -3.44% | 8.98M | Jan 2016 | BLUX vs DFND |
Other ETFs from Bluemonte
The 8 most viewed Bluemonte ETFs shown here include BLUI, BDBT, BLTD and span 9 categories. AUM among these funds goes as high as $451M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bluemonte Diversified Income ETF | Multisector Bonds, Actively Managed | — | 3.27% | 100.93M | Jun 2025 | BLUX vs BLUI | |
| Bluemonte Core Bond ETF | Intermediate Core Bond, Actively Managed | — | 0.09% | 451.08M | Jun 2025 | BLUX vs BDBT | |
| Bluemonte Long Term Bond ETF | Long-Term Bond, Actively Managed | — | 0.26% | 154.66M | Jun 2025 | BLUX vs BLTD | |
| Bluemonte Large Cap Value ETF | Large Cap Value Equities, Actively Managed | — | 11.47% | 233.80M | Jun 2025 | BLUX vs BVAL | |
| Bluemonte Large Cap Core ETF | Large Cap Blend Equities, Actively Managed | — | 10.25% | 280.68M | Jun 2025 | BLUX vs BLUC | |
| Bluemonte Short Term Bond ETF | Short-Term Bond, Actively Managed | — | 0.25% | 155.00M | Jun 2025 | BLUX vs BLST | |
| Bluemonte Global Equity ETF | Global Equities, Actively Managed | — | 15.74% | 329.50M | Jun 2025 | BLUX vs BINT | |
| Bluemonte Large Cap Growth ETF | Large Cap Growth Equities, Actively Managed | — | 10.51% | 233.11M | Jun 2025 | BLUX vs BLGR |
Often Compared With BLUX
Investors most often compare BLUX with DDTL, BDGS, UNOV. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Innovator Equity Dual Directional 10 Buffer ETF - ... | Defined Outcome, Large Cap Blend Equities | — | 4.57% | — | Jun 2025 | BLUX vs DDTL | |
| Bridges Capital Tactical ETF | Large Cap Blend Equities | 74 | 5.64% | 42.09M | May 2023 | BLUX vs BDGS | |
| Innovator U.S. Equity Ultra Buffer ETF - November | Large Cap Blend Equities | 77 | 5.40% | 107.48M | Nov 2019 | BLUX vs UNOV | |
| FT Cboe Vest U.S. Equity Buffer ETF - May | Large Cap Blend Equities | 83 | 5.39% | 1.22B | May 2020 | BLUX vs FMAY | |
| Schwab Fundamental U.S. Large Company Index ETF | Large Cap Value Equities | 90 | 14.57% | 25.47B | Aug 2013 | BLUX vs FNDX | |
| First Trust Bloomberg Inflation Sensitive Equity E... | Large Cap Blend Equities | 81 | 25.81% | 5.55M | Mar 2023 | BLUX vs FTIF | |
| Franklin U.S. Equity Index ETF | Large Cap Blend Equities | 68 | 10.64% | 1.95B | Jun 2016 | BLUX vs USPX | |
| Schwab Fundamental U.S. Broad Market Index ETF | Large Cap Value Equities | 88 | 14.46% | 1.32B | Aug 2013 | BLUX vs FNDB |
Compare BLUX with Any Fund or Stock
Compare BLUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BLUX with funds that move differently
Bluemonte Dynamic Total Market ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BLUX.
Explore BLUX Diversifiers