BLST vs. LODI

Last updated Jun 4, 2026

BLST (Bluemonte Short Term Bond ETF) and LODI (AAM SLC Low Duration Income ETF) are both Short-Term Bond funds. A 0.53 correlation means they provide meaningful diversification when combined. BLST charges 0.23%/yr vs 0.15%/yr for LODI.

Performance

BLST vs. LODI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Short Term Bond ETF (BLST) and AAM SLC Low Duration Income ETF (LODI). 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 LODI's 1.88% return.

BLST

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

LODI

• 1D: -0.04%
• 1M: 0.50%
• YTD: 1.88%
• 6M: 2.26%
• 1Y: 6.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLST vs. LODI - Yearly Performance Comparison

	2026 (YTD)	2025
BLST Bluemonte Short Term Bond ETF	0.25%	2.88%
LODI AAM SLC Low Duration Income ETF	1.88%	3.06%

Correlation

The correlation between BLST and LODI is 0.53, 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	0.53

Return for Risk

BLST vs. LODI — Risk / Return Rank

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

LODI

LODI Risk / Return Rank: 88
LODI Sharpe Ratio Rank: 78
LODI Sortino Ratio Rank: 85
LODI Omega Ratio Rank: 93
LODI Calmar Ratio Rank: 95
LODI Martin Ratio Rank: 90

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. LODI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Short Term Bond ETF (BLST) and AAM SLC Low Duration Income ETF (LODI). 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	LODI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.51	2.37	-0.86

Drawdowns

BLST vs. LODI - Drawdown Comparison

The maximum BLST drawdown since its inception was -1.69%, which is greater than LODI's maximum drawdown of -1.01%. Use the drawdown chart below to compare losses from any high point for BLST and LODI.

Drawdown Indicators

	BLST	LODI	Difference
Max Drawdown Largest peak-to-trough decline	-1.69%	-1.01%	-0.68%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.75%	—
Current Drawdown Current decline from peak	-0.92%	-0.04%	-0.88%
Average Drawdown Average peak-to-trough decline	-0.35%	-0.21%	-0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.29%	—

Volatility

Volatility by Period

	BLST	LODI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.31%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	2.21%	2.43%	-0.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.21%	2.34%	-0.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.21%	2.34%	-0.13%

BLST vs. LODI - Expense Ratio Comparison

BLST has a 0.23% expense ratio, which is higher than LODI's 0.15% 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. LODI - Dividend Comparison

BLST's dividend yield for the trailing twelve months is around 3.38%, less than LODI's 4.96% yield.

Position	TTM	2025	2024
BLST Bluemonte Short Term Bond ETF	3.38%	2.11%	0.00%
LODI AAM SLC Low Duration Income ETF	4.96%	5.11%	0.38%

Frequently Asked Questions

Can I hold both BLST and LODI in my portfolio?

BLST and LODI have a correlation of 0.53, 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 LODI?

On fees, LODI is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLST or LODI?

LODI is cheaper with a 0.15% expense ratio, compared with 0.23% for BLST.

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

LODI has the higher dividend yield at 4.96%, compared with 3.38% for BLST.

What is the main difference between BLST and LODI?

They also come from different issuers: Bluemonte and AAM. Their fees differ too: 0.23% for BLST and 0.15% for LODI.