BLUC vs. BLST

Last updated Aug 4, 2026

BLUC (Bluemonte Large Cap Core ETF) and BLST (Bluemonte Short Term Bond ETF) are both exchange-traded funds - BLUC is a Large Cap Blend Equities fund actively managed by Bluemonte, while BLST is a Short-Term Bond fund actively managed by Bluemonte. Both are actively managed. Over the past year, BLUC returned 21.07% vs 2.31% for BLST. Their 0.29 correlation means their historical movements had little consistent relationship. Both charge a 0.23% expense ratio.

Performance

BLUC vs. BLST - Performance Comparison

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

Returns By Period

In the year-to-date period, BLUC achieves a 10.10% return, which is significantly higher than BLST's 0.27% return.

BLUC

• 1D: 1.41%
• 1M: 1.57%
• 6M: 9.03%
• YTD: 10.10%
• 1Y: 21.07%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 23.35%

BLST

• 1D: 0.12%
• 1M: -0.34%
• 6M: 0.13%
• YTD: 0.27%
• 1Y: 2.31%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 2.65%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BLST Bluemonte Short Term Bond ETF	$253.17K	$280.70K	$415.30K
BLUC Bluemonte Large Cap Core ETF	$620.44K	$688.65K	$1.12M

BLUC vs. BLST - Yearly Performance Comparison

	2026 (YTD)	2025
BLUC Bluemonte Large Cap Core ETF	10.10%	14.69%
BLST Bluemonte Short Term Bond ETF	0.27%	2.68%

Correlation

The correlation between BLUC and BLST is 0.31, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.31
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.29

Return for Risk

BLUC vs. BLST — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BLUC

BLUC Risk / Return Rank: 55
BLUC Sharpe Ratio Rank: 57
BLUC Sortino Ratio Rank: 56
BLUC Omega Ratio Rank: 54
BLUC Calmar Ratio Rank: 51
BLUC Martin Ratio Rank: 58

BLST

BLST Risk / Return Rank: 37
BLST Sharpe Ratio Rank: 40
BLST Sortino Ratio Rank: 38
BLST Omega Ratio Rank: 36
BLST Calmar Ratio Rank: 37
BLST Martin Ratio Rank: 36

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BLUC vs. BLST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Core ETF (BLUC) and Bluemonte Short Term Bond ETF (BLST). 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	BLST	Difference
Sharpe ratio: Return per unit of total volatility	1.51	1.07	+0.44
Sortino ratio: Return per unit of downside risk	2.11	1.55	+0.56
Omega ratio: Gain probability vs. loss probability	1.27	1.18	+0.08
Calmar ratio: Return relative to maximum drawdown	1.98	1.38	+0.61
Martin ratio: Return relative to average drawdown	7.47	3.80	+3.66

BLUC vs. BLST - Sharpe Ratio Comparison

The current BLUC Sharpe Ratio is 1.51, which is higher than the BLST Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of BLUC and BLST, 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. BLST - Drawdown Comparison

The maximum BLUC drawdown since its inception was -10.69%, which is greater than BLST's maximum drawdown of -1.69%. Use the drawdown chart below to compare losses from any high point for BLUC and BLST.

Drawdown Indicators

	BLUC	BLST	Difference
Max Drawdown Largest peak-to-trough decline	-10.69%	-1.69%	-9.00%
Max Drawdown (1Y) Largest decline over 1 year	-10.69%	-1.69%	-9.00%
Current Drawdown Current decline from peak	-1.57%	-0.90%	-0.67%
Average Drawdown Average peak-to-trough decline	-1.78%	-0.41%	-1.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.83%	0.61%	+2.22%

Volatility

BLUC vs. BLST - Volatility Comparison

Bluemonte Large Cap Core ETF (BLUC) has a higher volatility of 4.31% compared to Bluemonte Short Term Bond ETF (BLST) at 0.64%. This indicates that BLUC's price experiences larger fluctuations and is considered to be riskier than BLST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLUC	BLST	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.31%	0.64%	+3.67%
Volatility (6M) Calculated over the trailing 6-month period	11.30%	1.79%	+9.51%
Volatility (1Y) Calculated over the trailing 1-year period	14.06%	2.17%	+11.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.60%	2.25%	+11.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.60%	2.25%	+11.35%

BLUC vs. BLST - Expense Ratio Comparison

Both BLUC and BLST have an expense ratio of 0.23%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

BLUC vs. BLST - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.62%, less than BLST's 3.78% yield.

Position	TTM	2025
BLST Bluemonte Short Term Bond ETF	3.78%	2.11%
BLUC Bluemonte Large Cap Core ETF	0.62%	0.46%

Frequently Asked Questions

Can I hold both BLUC and BLST in my portfolio?

BLUC and BLST have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BLUC or BLST?

BLUC has higher volatility (4.31%) compared to BLST (0.64%). In terms of maximum drawdown, BLUC dropped -10.69% vs BLST's -1.69%.

Which ETF is better, BLUC or BLST?

On 1-year performance, BLUC leads with 21.07% vs 2.31% for BLST. Both ETFs have the same 0.23% expense ratio. On volatility, BLST has been the lower-risk option at 0.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BLUC or BLST?

Over the 1-year period, BLUC has performed better with a 21.07% return vs 2.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BLUC or BLST?

BLUC and BLST have the same expense ratio: 0.23% per year.

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

BLST has the higher dividend yield at 3.78%, compared with 0.62% for BLUC.

What is the main difference between BLUC and BLST?

BLUC is categorized as Large Cap Blend Equities, while BLST is Short-Term Bond.

Which has better risk-adjusted returns?

BLUC currently has the higher Sharpe Ratio (1.51 vs 1.07), 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.