BLST vs. BSV

Last updated Jun 4, 2026

BLST (Bluemonte Short Term Bond ETF) and BSV (Vanguard Short-Term Bond Index Fund ETF Shares) are both Short-Term Bond funds. Their correlation of 0.93 suggests significant overlap in exposure. BLST charges 0.23%/yr vs 0.03%/yr for BSV.

Performance

BLST vs. BSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Short Term Bond ETF (BLST) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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 lower than BSV's 0.29% return.

BLST

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

BSV

• 1D: -0.08%
• 1M: 0.06%
• YTD: 0.29%
• 6M: 0.52%
• 1Y: 3.68%
• 3Y*: 4.41%
• 5Y*: 1.62%
• 10Y*: 1.95%

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

BLST vs. BSV - Yearly Performance Comparison

	2026 (YTD)	2025
BLST Bluemonte Short Term Bond ETF	0.25%	2.88%
BSV Vanguard Short-Term Bond Index Fund ETF Shares	0.29%	2.85%

Correlation

The correlation between BLST and BSV 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

Return for Risk

BLST vs. BSV — Risk / Return Rank

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

BSV

BSV Risk / Return Rank: 61
BSV Sharpe Ratio Rank: 59
BSV Sortino Ratio Rank: 71
BSV Omega Ratio Rank: 63
BSV Calmar Ratio Rank: 57
BSV Martin Ratio Rank: 57

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.

BLST vs. BSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Short Term Bond ETF (BLST) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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	BSV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.05	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.60	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.83	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.51	0.85	+0.65

Drawdowns

BLST vs. BSV - Drawdown Comparison

The maximum BLST drawdown since its inception was -1.69%, smaller than the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for BLST and BSV.

Drawdown Indicators

	BLST	BSV	Difference
Max Drawdown Largest peak-to-trough decline	-1.69%	-8.54%	+6.85%
Max Drawdown (1Y) Largest decline over 1 year	—	-1.29%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-1.53%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-8.54%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-8.54%	—
Current Drawdown Current decline from peak	-0.92%	-0.63%	-0.29%
Average Drawdown Average peak-to-trough decline	-0.35%	-0.97%	+0.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.37%	—

Volatility

Volatility by Period

	BLST	BSV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.52%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.26%	—
Volatility (1Y) Calculated over the trailing 1-year period	2.21%	1.81%	+0.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.21%	2.72%	-0.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.21%	2.37%	-0.16%

BLST vs. BSV - Expense Ratio Comparison

BLST has a 0.23% expense ratio, which is higher than BSV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BLST vs. BSV - Dividend Comparison

BLST's dividend yield for the trailing twelve months is around 3.38%, less than BSV's 4.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLST Bluemonte Short Term Bond ETF	3.38%	2.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BSV Vanguard Short-Term Bond Index Fund ETF Shares	4.00%	3.83%	3.38%	2.46%	1.50%	1.45%	1.79%	2.29%	1.99%	1.65%	1.48%	1.40%

Frequently Asked Questions

Can I hold both BLST and BSV in my portfolio?

With a correlation of 0.93, BLST and BSV 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 BSV?

On fees, BSV is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLST or BSV?

BSV is cheaper with a 0.03% expense ratio, compared with 0.23% for BLST.

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

BSV has the higher dividend yield at 4.00%, compared with 3.38% for BLST.

What is the main difference between BLST and BSV?

They also come from different issuers: Bluemonte and Vanguard. Their fees differ too: 0.23% for BLST and 0.03% for BSV.