BLST vs. BDBT

Last updated Jun 4, 2026

BLST (Bluemonte Short Term Bond ETF) and BDBT (Bluemonte Core Bond ETF) are both exchange-traded funds - BLST is a Short-Term Bond fund managed by Bluemonte, while BDBT is a Intermediate Core Bond fund managed by Bluemonte. Their correlation of 0.93 suggests significant overlap in exposure. Both charge a 0.23% expense ratio.

Performance

BLST vs. BDBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Short Term Bond ETF (BLST) and Bluemonte Core Bond ETF (BDBT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLST achieves a 0.25% return, which is significantly higher than BDBT's 0.09% return.

BLST

• 1D: -0.10%
• 1M: 0.11%
• YTD: 0.25%
• 6M: 0.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDBT

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

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

BLST vs. BDBT - Yearly Performance Comparison

	2026 (YTD)	2025
BLST Bluemonte Short Term Bond ETF	0.25%	2.88%
BDBT Bluemonte Core Bond ETF	0.09%	3.68%

Correlation

The correlation between BLST and BDBT is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.93

BLST vs. BDBT - Sectors Allocation Comparison

Sectors	BLST	BDBT
Financial Services	100.0%	100.0%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

BLST vs. BDBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Short Term Bond ETF (BLST) and Bluemonte Core Bond ETF (BDBT). 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

	BLST	BDBT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.51	1.05	+0.46

Drawdowns

BLST vs. BDBT - Drawdown Comparison

The maximum BLST drawdown since its inception was -1.69%, smaller than the maximum BDBT drawdown of -2.88%. Use the drawdown chart below to compare losses from any high point for BLST and BDBT.

Drawdown Indicators

	BLST	BDBT	Difference
Max Drawdown Largest peak-to-trough decline	-1.69%	-2.88%	+1.19%
Current Drawdown Current decline from peak	-0.92%	-1.71%	+0.79%
Average Drawdown Average peak-to-trough decline	-0.35%	-0.70%	+0.35%

Volatility

Volatility by Period

	BLST	BDBT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	2.21%	3.83%	-1.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.21%	3.83%	-1.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.21%	3.83%	-1.62%

BLST vs. BDBT - Expense Ratio Comparison

Both BLST and BDBT have an expense ratio of 0.23%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

BLST vs. BDBT - Dividend Comparison

BLST's dividend yield for the trailing twelve months is around 3.38%, less than BDBT's 3.53% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.53%	2.21%
BLST Bluemonte Short Term Bond ETF	3.38%	2.11%

Frequently Asked Questions

Can I hold both BLST and BDBT in my portfolio?

With a correlation of 0.93, BLST and BDBT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BLST or BDBT?

Both ETFs have the same 0.23% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLST or BDBT?

BLST and BDBT have the same expense ratio: 0.23% per year.

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

BDBT has the higher dividend yield at 3.53%, compared with 3.38% for BLST.

What is the main difference between BLST and BDBT?

BLST is categorized as Short-Term Bond, while BDBT is Intermediate Core Bond.