BLUC vs. BLGR

Last updated Jun 24, 2026

BLUC (Bluemonte Large Cap Core ETF) and BLGR (Bluemonte Large Cap Growth ETF) are both exchange-traded funds - BLUC is a Large Cap Blend Equities fund managed by Bluemonte, while BLGR is a Large Cap Growth Equities fund managed by Bluemonte. Over the past year, BLUC returned 21.74% vs 22.68% for BLGR. With a 0.97 correlation, they move nearly in lockstep. BLUC charges 0.23%/yr vs 0.24%/yr for BLGR.

Performance

BLUC vs. BLGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Core ETF (BLUC) and Bluemonte Large Cap Growth ETF (BLGR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLUC achieves a 6.76% return, which is significantly higher than BLGR's 5.66% return.

BLUC

• 1D: -1.56%
• 1M: -1.92%
• YTD: 6.76%
• 6M: 5.79%
• 1Y: 21.74%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLGR

• 1D: -1.87%
• 1M: -2.65%
• YTD: 5.66%
• 6M: 4.47%
• 1Y: 22.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUC vs. BLGR - Yearly Performance Comparison

	2026 (YTD)	2025
BLUC Bluemonte Large Cap Core ETF	6.76%	14.69%
BLGR Bluemonte Large Cap Growth ETF	5.66%	16.59%

Correlation

The correlation between BLUC and BLGR is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.97
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.97

The correlation between BLUC and BLGR has been stable across timeframes, ranging from 0.97 to 0.97 - a consistent structural relationship.

BLUC vs. BLGR - Sectors Allocation Comparison

Sectors	BLUC	BLGR
Technology	42.4%	49.0%
Communication Services	12.9%	15.6%
Consumer Cyclical	10.5%	10.6%
Financial Services	9.2%	7.7%
Healthcare	7.4%	6.9%
Industrials	7.1%	6.0%
Consumer Defensive	3.7%	1.7%
Energy	2.4%	0.5%
Real Estate	1.6%	0.6%
Utilities	1.5%	0.5%
Basic Materials	1.4%	0.7%

Return for Risk

BLUC vs. BLGR — Risk / Return Rank

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

BLUC

BLUC Risk / Return Rank: 49
BLUC Sharpe Ratio Rank: 51
BLUC Sortino Ratio Rank: 49
BLUC Omega Ratio Rank: 49
BLUC Calmar Ratio Rank: 45
BLUC Martin Ratio Rank: 53

BLGR

BLGR Risk / Return Rank: 41
BLGR Sharpe Ratio Rank: 44
BLGR Sortino Ratio Rank: 42
BLGR Omega Ratio Rank: 41
BLGR Calmar Ratio Rank: 35
BLGR Martin Ratio Rank: 41

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.

BLUC vs. BLGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Core ETF (BLUC) and Bluemonte Large Cap Growth ETF (BLGR). 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.

	BLUC	BLGR	Difference
Sharpe ratio: Return per unit of total volatility	1.61	1.42	+0.19
Sortino ratio: Return per unit of downside risk	2.21	1.96	+0.25
Omega ratio: Gain probability vs. loss probability	1.29	1.25	+0.04
Calmar ratio: Return relative to maximum drawdown	2.04	1.62	+0.43
Martin ratio: Return relative to average drawdown	8.39	6.00	+2.39

BLUC vs. BLGR - Sharpe Ratio Comparison

The current BLUC Sharpe Ratio is 1.61, which is comparable to the BLGR Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of BLUC and BLGR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BLUC vs. BLGR - Drawdown Comparison

The maximum BLUC drawdown since its inception was -10.69%, smaller than the maximum BLGR drawdown of -14.08%. Use the drawdown chart below to compare losses from any high point for BLUC and BLGR.

Drawdown Indicators

	BLUC	BLGR	Difference
Max Drawdown Largest peak-to-trough decline	-10.69%	-14.08%	+3.39%
Max Drawdown (1Y) Largest decline over 1 year	-10.69%	-14.08%	+3.39%
Current Drawdown Current decline from peak	-4.56%	-5.56%	+1.00%
Average Drawdown Average peak-to-trough decline	-1.61%	-2.50%	+0.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.60%	3.79%	-1.19%

Volatility

BLUC vs. BLGR - Volatility Comparison

The current volatility for Bluemonte Large Cap Core ETF (BLUC) is 5.38%, while Bluemonte Large Cap Growth ETF (BLGR) has a volatility of 6.16%. This indicates that BLUC experiences smaller price fluctuations and is considered to be less risky than BLGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLUC	BLGR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.38%	6.16%	-0.78%
Volatility (6M) Calculated over the trailing 6-month period	10.88%	12.75%	-1.87%
Volatility (1Y) Calculated over the trailing 1-year period	13.58%	16.07%	-2.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.58%	16.07%	-2.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.58%	16.07%	-2.49%

BLUC vs. BLGR - Expense Ratio Comparison

BLUC has a 0.23% expense ratio, which is lower than BLGR's 0.24% 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

BLUC vs. BLGR - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.52%, more than BLGR's 0.24% yield.

Position	TTM	2025
BLGR Bluemonte Large Cap Growth ETF	0.24%	0.17%
BLUC Bluemonte Large Cap Core ETF	0.52%	0.46%

Frequently Asked Questions

Can I hold both BLUC and BLGR in my portfolio?

With a correlation of 0.97, BLUC and BLGR 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 is riskier, BLUC or BLGR?

BLGR has higher volatility (6.16%) compared to BLUC (5.38%). In terms of maximum drawdown, BLUC dropped -10.69% vs BLGR's -14.08%.

Which ETF is better, BLUC or BLGR?

On 1-year performance, BLGR leads with 22.68% vs 21.74% for BLUC. On fees, BLUC is cheaper at 0.23% per year. On volatility, BLUC has been the lower-risk option at 5.38%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BLUC or BLGR?

Over the 1-year period, BLGR has performed better with a 22.68% return vs 21.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BLUC or BLGR?

BLUC is cheaper with a 0.23% expense ratio, compared with 0.24% for BLGR.

Which ETF pays a higher dividend yield, BLUC or BLGR?

BLUC has the higher dividend yield at 0.52%, compared with 0.24% for BLGR.

What is the main difference between BLUC and BLGR?

BLUC is categorized as Large Cap Blend Equities, while BLGR is Large Cap Growth Equities. Their fees differ too: 0.23% for BLUC and 0.24% for BLGR.

Which has better risk-adjusted returns?

BLUC currently has the higher Sharpe Ratio (1.61 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.