BLUC vs. BLUI

Last updated Jun 4, 2026

BLUC (Bluemonte Large Cap Core ETF) and BLUI (Bluemonte Diversified Income ETF) are both exchange-traded funds - BLUC is a Large Cap Blend Equities fund managed by Bluemonte, while BLUI is a Multisector Bonds fund managed by Bluemonte. At a 0.45 correlation, their price movements are largely independent. BLUC charges 0.23%/yr vs 0.75%/yr for BLUI.

Performance

BLUC vs. BLUI - Performance Comparison

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

Returns By Period

In the year-to-date period, BLUC achieves a 10.25% return, which is significantly higher than BLUI's 3.27% return.

BLUC

• 1D: -1.43%
• 1M: 5.44%
• YTD: 10.25%
• 6M: 10.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLUI

• 1D: -0.19%
• 1M: 0.02%
• YTD: 3.27%
• 6M: 3.18%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUC vs. BLUI - Yearly Performance Comparison

	2026 (YTD)	2025
BLUC Bluemonte Large Cap Core ETF	10.25%	14.03%
BLUI Bluemonte Diversified Income ETF	3.27%	3.80%

Correlation

The correlation between BLUC and BLUI is 0.45, 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 24, 2025	0.45

BLUC vs. BLUI - Sectors Allocation Comparison

Sectors	BLUC	BLUI
Technology	40.6%	0.6%
Communication Services	12.5%	-
Consumer Cyclical	10.7%	0.3%
Financial Services	9.8%	-
Healthcare	7.7%	-
Industrials	7.3%	-
Consumer Defensive	4.0%	-
Energy	2.7%	46.7%
Utilities	1.7%	1.5%
Real Estate	1.6%	51.0%
Basic Materials	1.5%	-

Return for Risk

BLUC vs. BLUI - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	BLUC	BLUI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.11	1.97	+0.14

Drawdowns

BLUC vs. BLUI - Drawdown Comparison

The maximum BLUC drawdown since its inception was -10.69%, which is greater than BLUI's maximum drawdown of -2.43%. Use the drawdown chart below to compare losses from any high point for BLUC and BLUI.

Drawdown Indicators

	BLUC	BLUI	Difference
Max Drawdown Largest peak-to-trough decline	-10.69%	-2.43%	-8.26%
Current Drawdown Current decline from peak	-1.43%	-0.43%	-1.00%
Average Drawdown Average peak-to-trough decline	-1.52%	-0.37%	-1.15%

Volatility

Volatility by Period

	BLUC	BLUI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.00%	3.89%	+9.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.00%	3.89%	+9.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.00%	3.89%	+9.11%

BLUC vs. BLUI - Expense Ratio Comparison

BLUC has a 0.23% expense ratio, which is lower than BLUI's 0.75% expense ratio.

Dividends

BLUC vs. BLUI - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.51%, less than BLUI's 4.72% yield.

Position	TTM	2025
BLUC Bluemonte Large Cap Core ETF	0.51%	0.46%
BLUI Bluemonte Diversified Income ETF	4.72%	2.91%

Frequently Asked Questions

Can I hold both BLUC and BLUI in my portfolio?

BLUC and BLUI have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLUC or BLUI?

On fees, BLUC 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, BLUC or BLUI?

BLUC is cheaper with a 0.23% expense ratio, compared with 0.75% for BLUI.

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

BLUI has the higher dividend yield at 4.72%, compared with 0.51% for BLUC.

What is the main difference between BLUC and BLUI?

BLUC is categorized as Large Cap Blend Equities, while BLUI is Multisector Bonds. Their fees differ too: 0.23% for BLUC and 0.75% for BLUI.