BLST vs. BLTD

Last updated Jun 4, 2026

BLST (Bluemonte Short Term Bond ETF) and BLTD (Bluemonte Long Term Bond ETF) are both exchange-traded funds - BLST is a Short-Term Bond fund managed by Bluemonte, while BLTD is a Long-Term Bond fund managed by Bluemonte. Their correlation of 0.86 suggests significant overlap in exposure. Both charge a 0.23% expense ratio.

Performance

BLST vs. BLTD - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with BLST having a 0.25% return and BLTD slightly higher at 0.26%.

BLST

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

BLTD

• 1D: -0.32%
• 1M: 0.87%
• YTD: 0.26%
• 6M: -0.57%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLST vs. BLTD - Yearly Performance Comparison

	2026 (YTD)	2025
BLST Bluemonte Short Term Bond ETF	0.25%	2.88%
BLTD Bluemonte Long Term Bond ETF	0.26%	3.91%

Correlation

The correlation between BLST and BLTD is 0.86, 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	0.86

BLST vs. BLTD - Sectors Allocation Comparison

Sectors	BLST	BLTD
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. BLTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Short Term Bond ETF (BLST) and Bluemonte Long Term Bond ETF (BLTD). 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	BLTD	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.51	0.65	+0.86

Drawdowns

BLST vs. BLTD - Drawdown Comparison

The maximum BLST drawdown since its inception was -1.69%, smaller than the maximum BLTD drawdown of -4.80%. Use the drawdown chart below to compare losses from any high point for BLST and BLTD.

Drawdown Indicators

	BLST	BLTD	Difference
Max Drawdown Largest peak-to-trough decline	-1.69%	-4.80%	+3.11%
Current Drawdown Current decline from peak	-0.92%	-2.48%	+1.56%
Average Drawdown Average peak-to-trough decline	-0.35%	-1.57%	+1.22%

Volatility

Volatility by Period

	BLST	BLTD	Difference
Volatility (1Y) Calculated over the trailing 1-year period	2.21%	6.84%	-4.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.21%	6.84%	-4.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.21%	6.84%	-4.63%

BLST vs. BLTD - Expense Ratio Comparison

Both BLST and BLTD 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. BLTD - Dividend Comparison

BLST's dividend yield for the trailing twelve months is around 3.38%, less than BLTD's 3.93% yield.

Position	TTM	2025
BLST Bluemonte Short Term Bond ETF	3.38%	2.11%
BLTD Bluemonte Long Term Bond ETF	3.93%	2.48%

Frequently Asked Questions

Can I hold both BLST and BLTD in my portfolio?

BLST and BLTD have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLST or BLTD?

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 BLTD?

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

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

BLTD has the higher dividend yield at 3.93%, compared with 3.38% for BLST.

What is the main difference between BLST and BLTD?

BLST is categorized as Short-Term Bond, while BLTD is Long-Term Bond.