BLTD vs. SCSB

Last updated Jul 15, 2026

BLTD (Bluemonte Long Term Bond ETF) and SCSB (Sterling Capital Short Duration Bond ETF) are both exchange-traded funds - BLTD is a Long-Term Bond fund managed by Bluemonte, while SCSB is a Actively Managed fund actively managed by Sterling Capital. A 0.65 correlation means they provide meaningful diversification when combined. BLTD charges 0.23%/yr vs 0.33%/yr for SCSB.

Performance

BLTD vs. SCSB - Performance Comparison

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

Returns By Period

BLTD

• 1D: 0.24%
• 1M: -1.46%
• 6M: -1.34%
• YTD: -0.77%
• 1Y: 3.61%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCSB

• 1D: 0.20%
• 1M: 0.28%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLTD vs. SCSB - Yearly Performance Comparison

	2026 (YTD)
BLTD Bluemonte Long Term Bond ETF	0.83%
SCSB Sterling Capital Short Duration Bond ETF	1.14%

Correlation

The correlation between BLTD and SCSB is 0.65, 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 Mar 30, 2026	0.65

Return for Risk

BLTD vs. SCSB — Risk / Return Rank

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

BLTD

BLTD Risk / Return Rank: 19
BLTD Sharpe Ratio Rank: 20
BLTD Sortino Ratio Rank: 18
BLTD Omega Ratio Rank: 17
BLTD Calmar Ratio Rank: 21
BLTD Martin Ratio Rank: 20

SCSB

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.

BLTD vs. SCSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Long Term Bond ETF (BLTD) and Sterling Capital Short Duration Bond ETF (SCSB). 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.

	BLTD	SCSB	Difference
Sharpe ratio: Return per unit of total volatility	0.54	—	—
Sortino ratio: Return per unit of downside risk	0.80	—	—
Omega ratio: Gain probability vs. loss probability	1.09	—	—
Calmar ratio: Return relative to maximum drawdown	0.76	—	—
Martin ratio: Return relative to average drawdown	1.82	—	—

Drawdowns

BLTD vs. SCSB - Drawdown Comparison

The maximum BLTD drawdown since its inception was -4.80%, which is greater than SCSB's maximum drawdown of -0.46%. Use the drawdown chart below to compare losses from any high point for BLTD and SCSB.

Drawdown Indicators

	BLTD	SCSB	Difference
Max Drawdown Largest peak-to-trough decline	-4.80%	-0.46%	-4.34%
Max Drawdown (1Y) Largest decline over 1 year	-4.80%	—	—
Current Drawdown Current decline from peak	-3.49%	0.00%	-3.49%
Average Drawdown Average peak-to-trough decline	-1.64%	-0.09%	-1.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	—	—

Volatility

Volatility by Period

	BLTD	SCSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.80%	—	—
Volatility (6M) Calculated over the trailing 6-month period	5.19%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	6.78%	1.49%	+5.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.84%	1.49%	+5.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.84%	1.49%	+5.35%

BLTD vs. SCSB - Expense Ratio Comparison

BLTD has a 0.23% expense ratio, which is lower than SCSB's 0.33% expense ratio.

Dividends

BLTD vs. SCSB - Dividend Comparison

BLTD's dividend yield for the trailing twelve months is around 4.37%, more than SCSB's 1.62% yield.

Position	TTM	2025
BLTD Bluemonte Long Term Bond ETF	4.37%	2.48%
SCSB Sterling Capital Short Duration Bond ETF	1.62%	0.00%

Frequently Asked Questions

Can I hold both BLTD and SCSB in my portfolio?

BLTD and SCSB have a correlation of 0.65, 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 SCSB?

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 is cheaper, BLTD or SCSB?

BLTD is cheaper with a 0.23% expense ratio, compared with 0.33% for SCSB.

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

BLTD has the higher dividend yield at 4.37%, compared with 1.62% for SCSB.

What is the main difference between BLTD and SCSB?

BLTD is categorized as Long-Term Bond, while SCSB is Actively Managed. They also come from different issuers: Bluemonte and Sterling Capital. Their fees differ too: 0.23% for BLTD and 0.33% for SCSB.