BLGR vs. SPIT

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and SPIT (F/m Emerald Special Situations ETF) are both Large Cap Growth Equities funds. A 0.75 correlation means they provide meaningful diversification when combined. BLGR charges 0.24%/yr vs 0.89%/yr for SPIT.

Performance

BLGR vs. SPIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) and F/m Emerald Special Situations ETF (SPIT). 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 SPIT's 25.30% return.

BLGR

• 1D: -0.96%
• 1M: 6.35%
• YTD: 10.51%
• 6M: 10.19%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SPIT

• 1D: -1.85%
• 1M: 3.31%
• YTD: 25.30%
• 6M: 23.29%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLGR vs. SPIT - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	1.16%
SPIT F/m Emerald Special Situations ETF	25.30%	5.20%

Correlation

The correlation between BLGR and SPIT is 0.75, 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 Oct 7, 2025	0.75

Return for Risk

BLGR vs. SPIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and F/m Emerald Special Situations ETF (SPIT). 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	SPIT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	2.00	-0.03

Drawdowns

BLGR vs. SPIT - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for BLGR and SPIT.

Drawdown Indicators

	BLGR	SPIT	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-12.49%	-1.59%
Current Drawdown Current decline from peak	-1.23%	-1.85%	+0.62%
Average Drawdown Average peak-to-trough decline	-2.43%	-2.62%	+0.19%

Volatility

Volatility by Period

	BLGR	SPIT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	26.35%	-10.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	26.35%	-10.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	26.35%	-10.94%

BLGR vs. SPIT - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is lower than SPIT's 0.89% expense ratio.

Dividends

BLGR vs. SPIT - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than SPIT's 5.73% yield.

Position	TTM	2025
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%
SPIT F/m Emerald Special Situations ETF	5.73%	7.18%

Frequently Asked Questions

Can I hold both BLGR and SPIT in my portfolio?

BLGR and SPIT have a correlation of 0.75, 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 SPIT?

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 SPIT?

BLGR is cheaper with a 0.24% expense ratio, compared with 0.89% for SPIT.

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

SPIT has the higher dividend yield at 5.73%, compared with 0.23% for BLGR.

What is the main difference between BLGR and SPIT?

They also come from different issuers: Bluemonte and F/m Investments. Their fees differ too: 0.24% for BLGR and 0.89% for SPIT.