BDBT vs. BLST

Last updated Jun 4, 2026

BDBT (Bluemonte Core Bond ETF) and BLST (Bluemonte Short Term Bond ETF) are both exchange-traded funds - BDBT is a Intermediate Core Bond fund managed by Bluemonte, while BLST is a Short-Term Bond fund managed by Bluemonte. Their correlation of 0.93 suggests significant overlap in exposure. Both charge a 0.23% expense ratio.

Performance

BDBT vs. BLST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Core Bond ETF (BDBT) and Bluemonte Short Term Bond ETF (BLST). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDBT achieves a 0.09% return, which is significantly lower than BLST's 0.25% return.

BDBT

• 1D: -0.20%
• 1M: 0.20%
• YTD: 0.09%
• 6M: -0.04%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLST

• 1D: -0.10%
• 1M: 0.11%
• YTD: 0.25%
• 6M: 0.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDBT vs. BLST - Yearly Performance Comparison

	2026 (YTD)	2025
BDBT Bluemonte Core Bond ETF	0.09%	3.68%
BLST Bluemonte Short Term Bond ETF	0.25%	2.88%

Correlation

The correlation between BDBT and BLST is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.93

BDBT vs. BLST - Sectors Allocation Comparison

Sectors	BDBT	BLST
Financial Services	100.0%	100.0%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

BDBT vs. BLST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Core Bond ETF (BDBT) and Bluemonte Short Term Bond ETF (BLST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BDBT	BLST	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.05	1.51	-0.46

Drawdowns

BDBT vs. BLST - Drawdown Comparison

The maximum BDBT drawdown since its inception was -2.88%, which is greater than BLST's maximum drawdown of -1.69%. Use the drawdown chart below to compare losses from any high point for BDBT and BLST.

Drawdown Indicators

	BDBT	BLST	Difference
Max Drawdown Largest peak-to-trough decline	-2.88%	-1.69%	-1.19%
Current Drawdown Current decline from peak	-1.71%	-0.92%	-0.79%
Average Drawdown Average peak-to-trough decline	-0.70%	-0.35%	-0.35%

Volatility

Volatility by Period

	BDBT	BLST	Difference
Volatility (1Y) Calculated over the trailing 1-year period	3.83%	2.21%	+1.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.83%	2.21%	+1.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.83%	2.21%	+1.62%

BDBT vs. BLST - Expense Ratio Comparison

Both BDBT and BLST have an expense ratio of 0.23%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

BDBT vs. BLST - Dividend Comparison

BDBT's dividend yield for the trailing twelve months is around 3.53%, more than BLST's 3.38% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.53%	2.21%
BLST Bluemonte Short Term Bond ETF	3.38%	2.11%

Frequently Asked Questions

Can I hold both BDBT and BLST in my portfolio?

With a correlation of 0.93, BDBT and BLST move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BDBT or BLST?

Both ETFs have the same 0.23% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDBT or BLST?

BDBT and BLST have the same expense ratio: 0.23% per year.

Which ETF pays a higher dividend yield, BDBT or BLST?

BDBT has the higher dividend yield at 3.53%, compared with 3.38% for BLST.

What is the main difference between BDBT and BLST?

BDBT is categorized as Intermediate Core Bond, while BLST is Short-Term Bond.