BINT vs. BLUX

Last updated Jun 24, 2026

BINT (Bluemonte Global Equity ETF) and BLUX (Bluemonte Dynamic Total Market ETF) are both exchange-traded funds - BINT is a Global Equities fund managed by Bluemonte, while BLUX is a Large Cap Blend Equities fund managed by Bluemonte. Over the past year, BINT returned 29.01% vs 26.50% for BLUX. Their correlation of 0.85 suggests significant overlap in exposure. BINT charges 0.23%/yr vs 0.25%/yr for BLUX.

Performance

BINT vs. BLUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Global Equity ETF (BINT) and Bluemonte Dynamic Total Market ETF (BLUX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with BINT having a 13.31% return and BLUX slightly lower at 13.12%.

BINT

• 1D: -3.02%
• 1M: 0.15%
• YTD: 13.31%
• 6M: 13.14%
• 1Y: 29.01%
• 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)

BINT vs. BLUX - Yearly Performance Comparison

	2026 (YTD)	2025
BINT Bluemonte Global Equity ETF	13.31%	14.43%
BLUX Bluemonte Dynamic Total Market ETF	13.12%	12.62%

Correlation

The correlation between BINT and BLUX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.85

The correlation between BINT and BLUX has been stable across timeframes, ranging from 0.85 to 0.85 - a consistent structural relationship.

BINT vs. BLUX - Sectors Allocation Comparison

Sectors	BINT	BLUX
Technology	27.6%	26.7%
Financial Services	18.1%	14.1%
Industrials	13.4%	12.0%
Consumer Cyclical	8.6%	10.0%
Healthcare	7.2%	11.6%
Communication Services	6.2%	6.6%
Basic Materials	5.5%	3.4%
Consumer Defensive	4.7%	3.7%
Energy	4.2%	4.6%
Utilities	2.6%	2.6%
Real Estate	2.1%	4.8%

Return for Risk

BINT vs. BLUX — Risk / Return Rank

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

BINT

BINT Risk / Return Rank: 62
BINT Sharpe Ratio Rank: 61
BINT Sortino Ratio Rank: 59
BINT Omega Ratio Rank: 63
BINT Calmar Ratio Rank: 59
BINT Martin Ratio Rank: 66

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.

BINT vs. BLUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Global Equity ETF (BINT) 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.

	BINT	BLUX	Difference
Sharpe ratio: Return per unit of total volatility	1.85	1.87	-0.02
Sortino ratio: Return per unit of downside risk	2.52	2.62	-0.10
Omega ratio: Gain probability vs. loss probability	1.34	1.33	+0.01
Calmar ratio: Return relative to maximum drawdown	2.66	2.95	-0.29
Martin ratio: Return relative to average drawdown	10.88	12.23	-1.35

BINT vs. BLUX - Sharpe Ratio Comparison

The current BINT Sharpe Ratio is 1.85, which is comparable to the BLUX Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of BINT 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

BINT vs. BLUX - Drawdown Comparison

The maximum BINT drawdown since its inception was -10.94%, which is greater than BLUX's maximum drawdown of -9.03%. Use the drawdown chart below to compare losses from any high point for BINT and BLUX.

Drawdown Indicators

	BINT	BLUX	Difference
Max Drawdown Largest peak-to-trough decline	-10.94%	-9.03%	-1.91%
Max Drawdown (1Y) Largest decline over 1 year	-10.94%	-9.03%	-1.91%
Current Drawdown Current decline from peak	-3.02%	-1.12%	-1.90%
Average Drawdown Average peak-to-trough decline	-1.50%	-1.31%	-0.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	2.17%	+0.50%

Volatility

BINT vs. BLUX - Volatility Comparison

Bluemonte Global Equity ETF (BINT) has a higher volatility of 7.20% compared to Bluemonte Dynamic Total Market ETF (BLUX) at 4.84%. This indicates that BINT's price experiences larger fluctuations and is considered to be riskier than BLUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BINT	BLUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.20%	4.84%	+2.36%
Volatility (6M) Calculated over the trailing 6-month period	13.76%	10.93%	+2.83%
Volatility (1Y) Calculated over the trailing 1-year period	15.76%	14.24%	+1.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.76%	14.24%	+1.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.76%	14.24%	+1.52%

BINT vs. BLUX - Expense Ratio Comparison

BINT 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

BINT vs. BLUX - Dividend Comparison

BINT's dividend yield for the trailing twelve months is around 1.01%, more than BLUX's 0.84% yield.

Position	TTM	2025
BINT Bluemonte Global Equity ETF	1.01%	1.08%
BLUX Bluemonte Dynamic Total Market ETF	0.84%	0.73%

Frequently Asked Questions

Can I hold both BINT and BLUX in my portfolio?

BINT and BLUX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BINT or BLUX?

BINT has higher volatility (7.20%) compared to BLUX (4.84%). In terms of maximum drawdown, BINT dropped -10.94% vs BLUX's -9.03%.

Which ETF is better, BINT or BLUX?

On 1-year performance, BINT leads with 29.01% vs 26.50% for BLUX. On fees, BINT is cheaper at 0.23% per year. On volatility, BLUX has been the lower-risk option at 4.84%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BINT or BLUX?

Over the 1-year period, BINT has performed better with a 29.01% return vs 26.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BINT or BLUX?

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

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

BINT has the higher dividend yield at 1.01%, compared with 0.84% for BLUX.

What is the main difference between BINT and BLUX?

BINT is categorized as Global Equities, while BLUX is Large Cap Blend Equities. Their fees differ too: 0.23% for BINT and 0.25% for BLUX.

Which has better risk-adjusted returns?

BLUX currently has the higher Sharpe Ratio (1.87 vs 1.85), 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.