BLST vs. TOT

Last updated Jul 15, 2026

BLST (Bluemonte Short Term Bond ETF) and TOT (LionShares U.S. Equity Total Return ETF) are both exchange-traded funds - BLST is a Short-Term Bond fund managed by Bluemonte, while TOT is a Actively Managed fund actively managed by LionShares. At a 0.49 correlation, their price movements are largely independent. BLST charges 0.23%/yr vs 0.07%/yr for TOT.

Performance

BLST vs. TOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Short Term Bond ETF (BLST) and LionShares U.S. Equity Total Return ETF (TOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BLST

• 1D: 0.20%
• 1M: -0.08%
• 6M: 0.25%
• YTD: 0.34%
• 1Y: 3.32%
• 3Y*: —
• 5Y*: —
• 10Y*: —

TOT

• 1D: 0.40%
• 1M: 1.60%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLST vs. TOT - Yearly Performance Comparison

	2026 (YTD)
BLST Bluemonte Short Term Bond ETF	0.35%
TOT LionShares U.S. Equity Total Return ETF	0.89%

Correlation

The correlation between BLST and TOT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	0.49

Return for Risk

BLST vs. TOT — Risk / Return Rank

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

BLST

BLST Risk / Return Rank: 51
BLST Sharpe Ratio Rank: 53
BLST Sortino Ratio Rank: 57
BLST Omega Ratio Rank: 51
BLST Calmar Ratio Rank: 48
BLST Martin Ratio Rank: 44

TOT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. TOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Short Term Bond ETF (BLST) and LionShares U.S. Equity Total Return ETF (TOT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BLST	TOT	Difference
Sharpe ratio: Return per unit of total volatility	1.47	—	—
Sortino ratio: Return per unit of downside risk	2.21	—	—
Omega ratio: Gain probability vs. loss probability	1.26	—	—
Calmar ratio: Return relative to maximum drawdown	1.97	—	—
Martin ratio: Return relative to average drawdown	5.84	—	—

Drawdowns

BLST vs. TOT - Drawdown Comparison

The maximum BLST drawdown since its inception was -1.69%, smaller than the maximum TOT drawdown of -4.26%. Use the drawdown chart below to compare losses from any high point for BLST and TOT.

Drawdown Indicators

	BLST	TOT	Difference
Max Drawdown Largest peak-to-trough decline	-1.69%	-4.26%	+2.57%
Max Drawdown (1Y) Largest decline over 1 year	-1.69%	—	—
Current Drawdown Current decline from peak	-0.82%	-0.59%	-0.23%
Average Drawdown Average peak-to-trough decline	-0.39%	-1.38%	+0.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.57%	—	—

Volatility

Volatility by Period

	BLST	TOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.77%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.78%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.26%	13.82%	-11.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.27%	13.82%	-11.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.27%	13.82%	-11.55%

BLST vs. TOT - Expense Ratio Comparison

BLST has a 0.23% expense ratio, which is higher than TOT's 0.07% 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. TOT - Dividend Comparison

BLST's dividend yield for the trailing twelve months is around 3.71%, while TOT has not paid dividends to shareholders.

Position	TTM	2025
BLST Bluemonte Short Term Bond ETF	3.71%	2.11%
TOT LionShares U.S. Equity Total Return ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both BLST and TOT in my portfolio?

BLST and TOT have a correlation of 0.49, 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 TOT?

On fees, TOT is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLST or TOT?

TOT is cheaper with a 0.07% expense ratio, compared with 0.23% for BLST.

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

BLST has the higher dividend yield at 3.71%, compared with 0.00% for TOT.

What is the main difference between BLST and TOT?

BLST is categorized as Short-Term Bond, while TOT is Actively Managed. They also come from different issuers: Bluemonte and LionShares. Their fees differ too: 0.23% for BLST and 0.07% for TOT.