BLUC vs. EBI

Last updated Jun 5, 2026

BLUC (Bluemonte Large Cap Core ETF) and EBI (Longview Advantage ETF) are both Large Cap Blend Equities funds. Their correlation of 0.84 suggests significant overlap in exposure. BLUC charges 0.23%/yr vs 0.24%/yr for EBI.

Performance

BLUC vs. EBI - Performance Comparison

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

Returns By Period

In the year-to-date period, BLUC achieves a 10.68% return, which is significantly lower than EBI's 14.86% return.

BLUC

• 1D: 0.39%
• 1M: 5.04%
• YTD: 10.68%
• 6M: 10.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EBI

• 1D: 0.21%
• 1M: 3.43%
• YTD: 14.86%
• 6M: 15.24%
• 1Y: 34.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUC vs. EBI - Yearly Performance Comparison

	2026 (YTD)	2025
BLUC Bluemonte Large Cap Core ETF	10.68%	14.03%
EBI Longview Advantage ETF	14.86%	14.75%

Correlation

The correlation between BLUC and EBI is 0.84, 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	0.84

Return for Risk

BLUC vs. EBI — Risk / Return Rank

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

EBI

EBI Risk / Return Rank: 87
EBI Sharpe Ratio Rank: 87
EBI Sortino Ratio Rank: 87
EBI Omega Ratio Rank: 85
EBI Calmar Ratio Rank: 87
EBI Martin Ratio Rank: 89

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. EBI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Core ETF (BLUC) and Longview Advantage ETF (EBI). 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	EBI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.83	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.15	1.42	+0.73

Drawdowns

BLUC vs. EBI - Drawdown Comparison

The maximum BLUC drawdown since its inception was -10.69%, smaller than the maximum EBI drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for BLUC and EBI.

Drawdown Indicators

	BLUC	EBI	Difference
Max Drawdown Largest peak-to-trough decline	-10.69%	-17.05%	+6.36%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.09%	—
Current Drawdown Current decline from peak	-1.05%	-0.24%	-0.81%
Average Drawdown Average peak-to-trough decline	-1.52%	-2.06%	+0.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.72%	—

Volatility

Volatility by Period

	BLUC	EBI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.85%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.80%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.98%	12.13%	+0.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.98%	17.93%	-4.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.98%	17.93%	-4.95%

BLUC vs. EBI - Expense Ratio Comparison

BLUC has a 0.23% expense ratio, which is lower than EBI'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. EBI - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.51%, less than EBI's 0.92% yield.

Position	TTM	2025
BLUC Bluemonte Large Cap Core ETF	0.51%	0.46%
EBI Longview Advantage ETF	0.92%	1.05%

Frequently Asked Questions

Can I hold both BLUC and EBI in my portfolio?

BLUC and EBI have a correlation of 0.84, 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 EBI?

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 EBI?

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

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

EBI has the higher dividend yield at 0.92%, compared with 0.51% for BLUC.

What is the main difference between BLUC and EBI?

They also come from different issuers: Bluemonte and Longview. Their fees differ too: 0.23% for BLUC and 0.24% for EBI.