BLUC vs. RSSY

Last updated Jun 5, 2026

BLUC (Bluemonte Large Cap Core ETF) and RSSY (Return Stacked US Stocks & Futures Yield ETF) are both Large Cap Blend Equities funds. A 0.56 correlation means they provide meaningful diversification when combined. BLUC charges 0.23%/yr vs 1.04%/yr for RSSY.

Performance

BLUC vs. RSSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Core ETF (BLUC) and Return Stacked US Stocks & Futures Yield ETF (RSSY). 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 RSSY's 33.31% return.

BLUC

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

RSSY

• 1D: 0.65%
• 1M: 1.97%
• YTD: 33.31%
• 6M: 28.93%
• 1Y: 49.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUC vs. RSSY - Yearly Performance Comparison

	2026 (YTD)	2025
BLUC Bluemonte Large Cap Core ETF	10.68%	14.03%
RSSY Return Stacked US Stocks & Futures Yield ETF	33.31%	7.44%

Correlation

The correlation between BLUC and RSSY is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.56

Return for Risk

BLUC vs. RSSY — Risk / Return Rank

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

RSSY

RSSY Risk / Return Rank: 94
RSSY Sharpe Ratio Rank: 95
RSSY Sortino Ratio Rank: 94
RSSY Omega Ratio Rank: 94
RSSY Calmar Ratio Rank: 93
RSSY Martin Ratio Rank: 92

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. RSSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Core ETF (BLUC) and Return Stacked US Stocks & Futures Yield ETF (RSSY). 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	RSSY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.15	0.76	+1.38

Drawdowns

BLUC vs. RSSY - Drawdown Comparison

The maximum BLUC drawdown since its inception was -10.69%, smaller than the maximum RSSY drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for BLUC and RSSY.

Drawdown Indicators

	BLUC	RSSY	Difference
Max Drawdown Largest peak-to-trough decline	-10.69%	-29.57%	+18.88%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.36%	—
Current Drawdown Current decline from peak	-1.05%	0.00%	-1.05%
Average Drawdown Average peak-to-trough decline	-1.52%	-7.35%	+5.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.14%	—

Volatility

Volatility by Period

	BLUC	RSSY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.93%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.98%	13.25%	-0.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.98%	18.34%	-5.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.98%	18.34%	-5.36%

BLUC vs. RSSY - Expense Ratio Comparison

BLUC has a 0.23% expense ratio, which is lower than RSSY's 1.04% expense ratio.

Dividends

BLUC vs. RSSY - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.51%, less than RSSY's 1.53% yield.

Position	TTM	2025
BLUC Bluemonte Large Cap Core ETF	0.51%	0.46%
RSSY Return Stacked US Stocks & Futures Yield ETF	1.53%	2.04%

Frequently Asked Questions

Can I hold both BLUC and RSSY in my portfolio?

BLUC and RSSY have a correlation of 0.56, 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 RSSY?

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 RSSY?

BLUC is cheaper with a 0.23% expense ratio, compared with 1.04% for RSSY.

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

RSSY has the higher dividend yield at 1.53%, compared with 0.51% for BLUC.

What is the main difference between BLUC and RSSY?

They also come from different issuers: Bluemonte and Return Stacked. Their fees differ too: 0.23% for BLUC and 1.04% for RSSY.