BLUC vs. BLUX

Last updated Jun 4, 2026

BLUC (Bluemonte Large Cap Core ETF) and BLUX (Bluemonte Dynamic Total Market ETF) are both Large Cap Blend Equities funds from Bluemonte. Their correlation of 0.87 suggests significant overlap in exposure. BLUC charges 0.23%/yr vs 0.25%/yr for BLUX.

Performance

BLUC vs. BLUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Core ETF (BLUC) 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, BLUC achieves a 10.25% return, which is significantly lower than BLUX's 12.94% return.

BLUC

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

BLUX

• 1D: -0.82%
• 1M: 4.19%
• YTD: 12.94%
• 6M: 12.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUC vs. BLUX - Yearly Performance Comparison

	2026 (YTD)	2025
BLUC Bluemonte Large Cap Core ETF	10.25%	14.03%
BLUX Bluemonte Dynamic Total Market ETF	12.94%	11.82%

Correlation

The correlation between BLUC and BLUX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.87

BLUC vs. BLUX - Sectors Allocation Comparison

Sectors	BLUC	BLUX
Technology	40.6%	24.5%
Communication Services	12.5%	6.6%
Consumer Cyclical	10.7%	10.2%
Financial Services	9.8%	14.8%
Healthcare	7.7%	12.0%
Industrials	7.3%	11.8%
Consumer Defensive	4.0%	3.9%
Energy	2.7%	5.1%
Utilities	1.7%	2.8%
Real Estate	1.6%	4.9%
Basic Materials	1.5%	3.5%

Return for Risk

BLUC vs. BLUX - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	BLUC	BLUX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.11	2.02	+0.09

Drawdowns

BLUC vs. BLUX - Drawdown Comparison

The maximum BLUC drawdown since its inception was -10.69%, which is greater than BLUX's maximum drawdown of -9.03%. Use the drawdown chart below to compare losses from any high point for BLUC and BLUX.

Drawdown Indicators

	BLUC	BLUX	Difference
Max Drawdown Largest peak-to-trough decline	-10.69%	-9.03%	-1.66%
Current Drawdown Current decline from peak	-1.43%	-0.82%	-0.61%
Average Drawdown Average peak-to-trough decline	-1.52%	-1.32%	-0.20%

Volatility

Volatility by Period

	BLUC	BLUX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.00%	13.91%	-0.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.00%	13.91%	-0.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.00%	13.91%	-0.91%

BLUC vs. BLUX - Expense Ratio Comparison

BLUC 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

BLUC vs. BLUX - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.51%, less than BLUX's 0.84% yield.

Position	TTM	2025
BLUC Bluemonte Large Cap Core ETF	0.51%	0.46%
BLUX Bluemonte Dynamic Total Market ETF	0.84%	0.73%

Frequently Asked Questions

Can I hold both BLUC and BLUX in my portfolio?

BLUC and BLUX have a correlation of 0.87, 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 BLUX?

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 BLUX?

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

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

BLUX has the higher dividend yield at 0.84%, compared with 0.51% for BLUC.

What is the main difference between BLUC and BLUX?

Their fees differ too: 0.23% for BLUC and 0.25% for BLUX.