BDBT vs. BLUX

Last updated Jun 24, 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. Over the past year, BDBT returned 3.98% vs 26.50% for BLUX. At a 0.36 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 0.29% return, which is significantly lower than BLUX's 13.12% return.

BDBT

• 1D: 0.08%
• 1M: 0.60%
• YTD: 0.29%
• 6M: 0.44%
• 1Y: 3.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLUX

• 1D: -0.95%
• 1M: 1.21%
• YTD: 13.12%
• 6M: 11.59%
• 1Y: 26.50%
• 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	0.29%	3.70%
BLUX Bluemonte Dynamic Total Market ETF	13.12%	12.62%

Correlation

The correlation between BDBT and BLUX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.36
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.36

Return for Risk

BDBT vs. BLUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDBT

BDBT Risk / Return Rank: 30
BDBT Sharpe Ratio Rank: 31
BDBT Sortino Ratio Rank: 31
BDBT Omega Ratio Rank: 28
BDBT Calmar Ratio Rank: 30
BDBT Martin Ratio Rank: 30

BLUX

BLUX Risk / Return Rank: 64
BLUX Sharpe Ratio Rank: 62
BLUX Sortino Ratio Rank: 62
BLUX Omega Ratio Rank: 59
BLUX Calmar Ratio Rank: 65
BLUX Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BDBT	BLUX	Difference
Sharpe ratio: Return per unit of total volatility	1.03	1.87	-0.84
Sortino ratio: Return per unit of downside risk	1.54	2.62	-1.08
Omega ratio: Gain probability vs. loss probability	1.18	1.33	-0.15
Calmar ratio: Return relative to maximum drawdown	1.39	2.95	-1.56
Martin ratio: Return relative to average drawdown	3.94	12.23	-8.30

BDBT vs. BLUX - Sharpe Ratio Comparison

The current BDBT Sharpe Ratio is 1.03, which is lower than the BLUX Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of BDBT and BLUX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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%
Max Drawdown (1Y) Largest decline over 1 year	-2.88%	-9.03%	+6.15%
Current Drawdown Current decline from peak	-1.51%	-1.12%	-0.39%
Average Drawdown Average peak-to-trough decline	-0.75%	-1.31%	+0.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.01%	2.17%	-1.16%

Volatility

BDBT vs. BLUX - Volatility Comparison

The current volatility for Bluemonte Core Bond ETF (BDBT) is 1.13%, while Bluemonte Dynamic Total Market ETF (BLUX) has a volatility of 4.84%. This indicates that BDBT experiences smaller price fluctuations and is considered to be less risky than BLUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BDBT	BLUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.13%	4.84%	-3.71%
Volatility (6M) Calculated over the trailing 6-month period	2.89%	10.93%	-8.04%
Volatility (1Y) Calculated over the trailing 1-year period	3.86%	14.24%	-10.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.86%	14.24%	-10.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.86%	14.24%	-10.38%

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 3.52%, more than BLUX's 0.84% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.52%	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 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BDBT or BLUX?

BLUX has higher volatility (4.84%) compared to BDBT (1.13%). In terms of maximum drawdown, BDBT dropped -2.88% vs BLUX's -9.03%.

Which ETF is better, BDBT or BLUX?

On 1-year performance, BLUX leads with 26.50% vs 3.98% for BDBT. On fees, BDBT is cheaper at 0.23% per year. On volatility, BDBT has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BDBT or BLUX?

Over the 1-year period, BLUX has performed better with a 26.50% return vs 3.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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 3.52%, 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.

Which has better risk-adjusted returns?

BLUX currently has the higher Sharpe Ratio (1.87 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.