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 78 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Global X U.S. 500 ETF | 0.02% | 4.50M | Sep 2025 | BLUX vs GXLC | |
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.89B | Mar 2019 | BLUX vs BBUS | |
| Franklin U.S. Equity Index ETF | 0.03% | 2.00B | Jun 2016 | BLUX vs USPX | |
| Schwab 1000 Index ETF | 0.03% | 5.72B | Oct 2017 | BLUX vs SCHK | |
| Schwab U.S. Large-Cap ETF | 0.03% | 71.82B | Nov 2009 | BLUX vs SCHX |
Best Risk-Adjusted Alternatives to BLUX
BLUX has a PortfoliosLab risk / return rank of 74. There are 84 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco RAFI Strategic US ETF | 96 | 927.09M | Sep 2018 | BLUX vs IUS | |
| Avantis Inflation Focused Equity ETF | 96 | 12.36M | Sep 2022 | BLUX vs AVIE | |
| ARS Focused Opportunities Strategy ETF | 94 | 293.98M | Jun 2025 | BLUX vs AFOS | |
| PIMCO RAFI ESG U.S. ETF | 94 | 160.47M | Dec 2019 | BLUX vs RAFE | |
| Essential 40 Stock ETF | 94 | 180.66M | Jun 2014 | BLUX vs ESN |
Top Performing BLUX Alternatives (YTD)
BLUX is at 15.77% YTD. There are 34 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 35.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 35.88% | 33.11M | Nov 2023 | BLUX vs NRSH | |
| Return Stacked US Stocks & Futures Yield ETF | 30.52% | — | May 2024 | BLUX vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 30.16% | 293.98M | Jun 2025 | BLUX vs AFOS | |
| Mohr Company Nav ETF | 26.09% | — | Sep 2024 | BLUX vs CNAV | |
| First Trust Bloomberg Inflation Sensitive Equity E... | 23.66% | 5.62M | Mar 2023 | BLUX vs FTIF |
Lowest Volatility Alternatives to BLUX
BLUX has 14.34% 1-year volatility. There are 173 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Azoria 500 Meritocracy ETF | 7.38% | — | Jul 2025 | BLUX vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | 9.02% | 402.23M | May 2020 | BLUX vs SIXA | |
| State Street SPDR MSCI USA StrategicFactors ETF | 9.22% | 1.53B | Apr 2015 | BLUX vs QUS | |
| Liberty One Spectrum ETF | 9.36% | 65.78M | Sep 2025 | BLUX vs SPCT | |
| ALPS Equal Sector Weight ETF | 9.47% | 744.97M | Jul 2009 | BLUX vs EQL |
Lowest Drawdown Alternatives to BLUX
BLUX has a 1-year max drawdown of -9.03%. There are 90 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -4.97%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Avantis Inflation Focused Equity ETF | -4.97% | 12.36M | Sep 2022 | BLUX vs AVIE | |
| Azoria 500 Meritocracy ETF | -5.08% | — | Jul 2025 | BLUX vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | -5.59% | 402.23M | May 2020 | BLUX vs SIXA | |
| Invesco RAFI Strategic US ETF | -6.15% | 927.09M | Sep 2018 | BLUX vs IUS | |
| ALPS Equal Sector Weight ETF | -6.19% | 744.97M | Jul 2009 | BLUX vs EQL |
Other ETFs from Bluemonte
The 8 most viewed Bluemonte ETFs shown here include BLUI, BLST, BLGR and span 10 categories. AUM among these funds goes as high as $484M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bluemonte Diversified Income ETF | Multisector Bonds, Actively Managed | 80 | 4.33% | 106.47M | Jun 2025 | BLUX vs BLUI | |
| Bluemonte Short Term Bond ETF | Short-Term Bond, Investment Grade Bonds, Actively Managed | 37 | 0.27% | 168.20M | Jun 2025 | BLUX vs BLST | |
| Bluemonte Large Cap Growth ETF | Large Cap Growth Equities, Actively Managed | 43 | 9.42% | 280.25M | Jun 2025 | BLUX vs BLGR | |
| Bluemonte Large Cap Core ETF | Large Cap Blend Equities, Actively Managed | 55 | 10.10% | 339.15M | Jun 2025 | BLUX vs BLUC | |
| Bluemonte Global Equity ETF | Global Equities, Actively Managed | 69 | 14.01% | 410.09M | Jun 2025 | BLUX vs BINT | |
| Bluemonte Long Term Bond ETF | Long-Term Bond, Actively Managed | 10 | -1.95% | 164.90M | Jun 2025 | BLUX vs BLTD | |
| Bluemonte Large Cap Value ETF | Large Cap Value Equities, Actively Managed | 90 | 14.62% | 278.79M | Jun 2025 | BLUX vs BVAL | |
| Bluemonte Core Bond ETF | Intermediate Core Bond, Actively Managed | 20 | -0.59% | 483.84M | Jun 2025 | BLUX vs BDBT |
Often Compared With BLUX
Investors most often compare BLUX with DDTL, BUFH, BUFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
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