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 75 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% | 4.51M | Sep 2025 | BLUX vs GXLC | |
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.54B | Mar 2019 | BLUX vs BBUS | |
| Franklin U.S. Equity Index ETF | 0.03% | 1.98B | Jun 2016 | BLUX vs USPX | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.55B | Oct 2000 | BLUX vs SPTM | |
| Schwab 1000 Index ETF | 0.03% | 5.68B | Oct 2017 | BLUX vs SCHK |
Best Risk-Adjusted Alternatives to BLUX
BLUX has a PortfoliosLab risk / return rank of 64. There are 58 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco RAFI Strategic US ETF | 90 | 1.04B | Sep 2018 | BLUX vs IUS | |
| Return Stacked US Stocks & Futures Yield ETF | 90 | — | May 2024 | BLUX vs RSSY | |
| Mohr Company Nav ETF | 84 | — | Sep 2024 | BLUX vs CNAV | |
| Longview Advantage ETF | 84 | 562.31M | Feb 2025 | BLUX vs EBI | |
| Pacer Swan SOS Conservative (December) ETF | 84 | 46.99M | Dec 2020 | BLUX vs PSCX |
Top Performing BLUX Alternatives (YTD)
BLUX is at 13.12% YTD. There are 36 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 46.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Mohr Company Nav ETF | 46.16% | — | Sep 2024 | BLUX vs CNAV | |
| Aztlan North America Nearshoring Stock Selection E... | 43.75% | 33.11M | Nov 2023 | BLUX vs NRSH | |
| iShares MSCI USA Momentum Factor ETF | 32.00% | 28.16B | Apr 2013 | BLUX vs MTUM | |
| ARS Focused Opportunities Strategy ETF | 31.60% | 293.98M | Jun 2025 | BLUX vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 29.90% | — | May 2024 | BLUX vs RSSY |
Lowest Volatility Alternatives to BLUX
BLUX has 14.24% 1-year volatility. There are 192 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.38% | — | Jun 2025 | BLUX vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 4.05% | — | Jun 2025 | BLUX vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 4.51% | 457.76M | Jun 2020 | BLUX vs DJUN | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.60% | 171.95M | Jun 2019 | BLUX vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 5.09% | 369.81M | May 2020 | BLUX vs DMAY |
Lowest Drawdown Alternatives to BLUX
BLUX has a 1-year max drawdown of -9.03%. There are 106 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 171.95M | Jun 2019 | BLUX vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 457.76M | Jun 2020 | BLUX vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 369.81M | May 2020 | BLUX vs DMAY | |
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | BLUX vs BDGS | |
| FT Cboe Vest U.S. Equity Buffer ETF - June | -4.13% | 1.89B | Jun 2020 | BLUX vs FJUN |
Other ETFs from Bluemonte
The 8 most viewed Bluemonte ETFs shown here include BLUI, BLUC, BLST 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 | 71 | 3.65% | 100.93M | Jun 2025 | BLUX vs BLUI | |
| Bluemonte Large Cap Core ETF | Large Cap Blend Equities, Actively Managed | 49 | 6.76% | 280.68M | Jun 2025 | BLUX vs BLUC | |
| Bluemonte Short Term Bond ETF | Short-Term Bond, Actively Managed | 44 | 0.35% | 155.00M | Jun 2025 | BLUX vs BLST | |
| Bluemonte Long Term Bond ETF | Long-Term Bond, Actively Managed | 21 | 0.84% | 154.66M | Jun 2025 | BLUX vs BLTD | |
| Bluemonte Large Cap Value ETF | Large Cap Value Equities, Actively Managed | 81 | 11.82% | 233.80M | Jun 2025 | BLUX vs BVAL | |
| Bluemonte Core Bond ETF | Intermediate Core Bond, Actively Managed | 30 | 0.29% | 451.08M | Jun 2025 | BLUX vs BDBT | |
| Bluemonte Large Cap Growth ETF | Large Cap Growth Equities, Actively Managed | 41 | 5.66% | 233.11M | Jun 2025 | BLUX vs BLGR | |
| Bluemonte Global Equity ETF | Global Equities, Actively Managed | 62 | 13.31% | 329.50M | Jun 2025 | BLUX vs BINT |
Often Compared With BLUX
Investors most often compare BLUX with DDTL, SCHB, VTI. These 13 comparison targets span 4 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