BDBT vs. BLUX

Last updated Jun 4, 2026

BDBT (Bluemonte Core Bond ETF) and BLUX (Bluemonte Dynamic Total Market ETF) are both exchange-traded funds - BDBT is a Intermediate Core Bond fund managed by Bluemonte, while BLUX is a Large Cap Blend Equities fund managed by Bluemonte. At a 0.34 correlation, their price movements are largely independent. BDBT charges 0.23%/yr vs 0.25%/yr for BLUX.

Performance

BDBT vs. BLUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Core Bond ETF (BDBT) and Bluemonte Dynamic Total Market ETF (BLUX). 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 BLUX's 12.94% return.

BDBT

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

BLUX

• 1D: -0.82%
• 1M: 4.19%
• YTD: 12.94%
• 6M: 12.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BDBT vs. BLUX - Yearly Performance Comparison

	2026 (YTD)	2025
BDBT Bluemonte Core Bond ETF	0.09%	3.68%
BLUX Bluemonte Dynamic Total Market ETF	12.94%	11.82%

Correlation

The correlation between BDBT and BLUX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.34

BDBT vs. BLUX - Sectors Allocation Comparison

Sectors	BDBT	BLUX
Financial Services	100.0%	14.8%
Basic Materials	-	3.5%
Communication Services	-	6.6%
Consumer Cyclical	-	10.2%
Consumer Defensive	-	3.9%
Energy	-	5.1%
Healthcare	-	12.0%
Industrials	-	11.8%
Real Estate	-	4.9%
Technology	-	24.5%
Utilities	-	2.8%

Return for Risk

BDBT vs. BLUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Core Bond ETF (BDBT) and Bluemonte Dynamic Total Market ETF (BLUX). 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	BLUX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.05	2.02	-0.97

Drawdowns

BDBT vs. BLUX - Drawdown Comparison

The maximum BDBT drawdown since its inception was -2.88%, smaller than the maximum BLUX drawdown of -9.03%. Use the drawdown chart below to compare losses from any high point for BDBT and BLUX.

Drawdown Indicators

	BDBT	BLUX	Difference
Max Drawdown Largest peak-to-trough decline	-2.88%	-9.03%	+6.15%
Current Drawdown Current decline from peak	-1.71%	-0.82%	-0.89%
Average Drawdown Average peak-to-trough decline	-0.70%	-1.32%	+0.62%

Volatility

Volatility by Period

	BDBT	BLUX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	3.83%	13.91%	-10.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.83%	13.91%	-10.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.83%	13.91%	-10.08%

BDBT vs. BLUX - Expense Ratio Comparison

BDBT has a 0.23% expense ratio, which is lower than BLUX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BDBT vs. BLUX - Dividend Comparison

BDBT's dividend yield for the trailing twelve months is around 3.53%, more than BLUX's 0.84% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.53%	2.21%
BLUX Bluemonte Dynamic Total Market ETF	0.84%	0.73%

Frequently Asked Questions

Can I hold both BDBT and BLUX in my portfolio?

BDBT and BLUX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BDBT or BLUX?

On fees, BDBT is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDBT or BLUX?

BDBT is cheaper with a 0.23% expense ratio, compared with 0.25% for BLUX.

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

BDBT has the higher dividend yield at 3.53%, compared with 0.84% for BLUX.

What is the main difference between BDBT and BLUX?

BDBT is categorized as Intermediate Core Bond, while BLUX is Large Cap Blend Equities. Their fees differ too: 0.23% for BDBT and 0.25% for BLUX.