BLGR vs. BLUX

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and BLUX (Bluemonte Dynamic Total Market ETF) are both exchange-traded funds - BLGR is a Large Cap Growth Equities fund managed by Bluemonte, while BLUX is a Large Cap Blend Equities fund managed by Bluemonte. A 0.79 correlation means they provide meaningful diversification when combined. BLGR charges 0.24%/yr vs 0.25%/yr for BLUX.

Performance

BLGR vs. BLUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) 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, BLGR achieves a 10.51% return, which is significantly lower than BLUX's 12.94% return.

BLGR

• 1D: -0.96%
• 1M: 6.35%
• YTD: 10.51%
• 6M: 10.19%
• 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)

BLGR vs. BLUX - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	16.11%
BLUX Bluemonte Dynamic Total Market ETF	12.94%	11.82%

Correlation

The correlation between BLGR and BLUX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.79

BLGR vs. BLUX - Sectors Allocation Comparison

Sectors	BLGR	BLUX
Technology	48.1%	24.5%
Communication Services	15.8%	6.6%
Consumer Cyclical	10.7%	10.2%
Financial Services	8.2%	14.8%
Healthcare	6.7%	12.0%
Industrials	6.1%	11.8%
Consumer Defensive	1.8%	3.9%
Basic Materials	0.8%	3.5%
Real Estate	0.7%	4.9%
Energy	0.6%	5.1%
Utilities	0.6%	2.8%

Return for Risk

BLGR vs. BLUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) 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

	BLGR	BLUX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	2.02	-0.06

Drawdowns

BLGR vs. BLUX - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, which is greater than BLUX's maximum drawdown of -9.03%. Use the drawdown chart below to compare losses from any high point for BLGR and BLUX.

Drawdown Indicators

	BLGR	BLUX	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-9.03%	-5.05%
Current Drawdown Current decline from peak	-1.23%	-0.82%	-0.41%
Average Drawdown Average peak-to-trough decline	-2.43%	-1.32%	-1.11%

Volatility

Volatility by Period

	BLGR	BLUX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	13.91%	+1.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	13.91%	+1.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	13.91%	+1.50%

BLGR vs. BLUX - Expense Ratio Comparison

BLGR has a 0.24% 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

BLGR vs. BLUX - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than BLUX's 0.84% yield.

Position	TTM	2025
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%
BLUX Bluemonte Dynamic Total Market ETF	0.84%	0.73%

Frequently Asked Questions

Can I hold both BLGR and BLUX in my portfolio?

BLGR and BLUX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLGR or BLUX?

On fees, BLGR is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLGR or BLUX?

BLGR is cheaper with a 0.24% expense ratio, compared with 0.25% for BLUX.

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

BLUX has the higher dividend yield at 0.84%, compared with 0.23% for BLGR.

What is the main difference between BLGR and BLUX?

BLGR is categorized as Large Cap Growth Equities, while BLUX is Large Cap Blend Equities. Their fees differ too: 0.24% for BLGR and 0.25% for BLUX.