BLTD vs. BLUX

Last updated Jun 23, 2026

BLTD (Bluemonte Long Term Bond ETF) and BLUX (Bluemonte Dynamic Total Market ETF) are both exchange-traded funds - BLTD is a Long-Term Bond fund managed by Bluemonte, while BLUX is a Large Cap Blend Equities fund managed by Bluemonte. Over the past year, BLTD returned 4.44% vs 28.62% for BLUX. At a 0.38 correlation, their price movements are largely independent. BLTD charges 0.23%/yr vs 0.25%/yr for BLUX.

Performance

BLTD vs. BLUX - Performance Comparison

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

Returns By Period

In the year-to-date period, BLTD achieves a 0.66% return, which is significantly lower than BLUX's 14.21% return.

BLTD

• 1D: -0.47%
• 1M: 1.28%
• YTD: 0.66%
• 6M: 0.68%
• 1Y: 4.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLUX

• 1D: 0.08%
• 1M: 2.19%
• YTD: 14.21%
• 6M: 12.51%
• 1Y: 28.62%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLTD vs. BLUX - Yearly Performance Comparison

	2026 (YTD)	2025
BLTD Bluemonte Long Term Bond ETF	0.66%	3.76%
BLUX Bluemonte Dynamic Total Market ETF	14.21%	12.62%

Correlation

The correlation between BLTD and BLUX is 0.38, 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 Jun 23, 2025	0.38

Return for Risk

BLTD vs. BLUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Long Term Bond ETF (BLTD) and Bluemonte Dynamic Total Market ETF (BLUX). 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.

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

Drawdowns

BLTD vs. BLUX - Drawdown Comparison

The maximum BLTD drawdown since its inception was -4.80%, smaller than the maximum BLUX drawdown of -9.03%. Use the drawdown chart below to compare losses from any high point for BLTD and BLUX.

Drawdown Indicators

	BLTD	BLUX	Difference
Max Drawdown Largest peak-to-trough decline	-4.80%	-9.03%	+4.23%
Max Drawdown (1Y) Largest decline over 1 year	-4.80%	-9.03%	+4.23%
Current Drawdown Current decline from peak	-2.10%	-0.17%	-1.93%
Average Drawdown Average peak-to-trough decline	-1.60%	-1.31%	-0.29%

Volatility

Volatility by Period

	BLTD	BLUX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	6.84%	14.23%	-7.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.84%	14.23%	-7.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.84%	14.23%	-7.39%

BLTD vs. BLUX - Expense Ratio Comparison

BLTD has a 0.23% expense ratio, which is lower than BLUX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BLTD vs. BLUX - Dividend Comparison

BLTD's dividend yield for the trailing twelve months is around 3.92%, more than BLUX's 0.83% yield.

Position	TTM	2025
BLTD Bluemonte Long Term Bond ETF	3.92%	2.48%
BLUX Bluemonte Dynamic Total Market ETF	0.83%	0.73%

Frequently Asked Questions

Can I hold both BLTD and BLUX in my portfolio?

BLTD and BLUX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLTD or BLUX?

On 1-year performance, BLUX leads with 28.62% vs 4.44% for BLTD. On fees, BLTD is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BLTD or BLUX?

Over the 1-year period, BLUX has performed better with a 28.62% return vs 4.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BLTD or BLUX?

BLTD is cheaper with a 0.23% expense ratio, compared with 0.25% for BLUX.

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

BLTD has the higher dividend yield at 3.92%, compared with 0.83% for BLUX.

What is the main difference between BLTD and BLUX?

BLTD is categorized as Long-Term Bond, while BLUX is Large Cap Blend Equities. Their fees differ too: 0.23% for BLTD and 0.25% for BLUX.