BLUI vs. DYLD
BLUI (Bluemonte Diversified Income ETF) and DYLD (LeaderShares Dynamic Yield ETF) are both Multisector Bonds funds. A 0.53 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
BLUI vs. DYLD - Performance Comparison
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Returns By Period
In the year-to-date period, BLUI achieves a 3.69% return, which is significantly higher than DYLD's 1.04% return.
BLUI
- 1D
- 0.41%
- 1M
- 0.31%
- YTD
- 3.69%
- 6M
- 3.59%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DYLD
- 1D
- 0.04%
- 1M
- 0.46%
- YTD
- 1.04%
- 6M
- 1.18%
- 1Y
- 3.93%
- 3Y*
- 4.52%
- 5Y*
- —
- 10Y*
- —
BLUI vs. DYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BLUI Bluemonte Diversified Income ETF | 3.69% | 3.80% |
DYLD LeaderShares Dynamic Yield ETF | 1.04% | 2.61% |
Correlation
The correlation between BLUI and DYLD is 0.53, 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 | 0.53 |
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Return for Risk
BLUI vs. DYLD — Risk / Return Rank
BLUI
DYLD
BLUI vs. DYLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluemonte Diversified Income ETF (BLUI) and LeaderShares Dynamic Yield ETF (DYLD). 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.
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Sharpe Ratios by Period
| BLUI | DYLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.07 | 0.26 | +1.81 |
Drawdowns
BLUI vs. DYLD - Drawdown Comparison
The maximum BLUI drawdown since its inception was -2.43%, smaller than the maximum DYLD drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for BLUI and DYLD.
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Drawdown Indicators
| BLUI | DYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.43% | -15.03% | +12.60% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.32% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.40% | — |
Current DrawdownCurrent decline from peak | -0.02% | -0.07% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -0.36% | -5.17% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.36% | — |
Volatility
BLUI vs. DYLD - Volatility Comparison
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Volatility by Period
| BLUI | DYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.60% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.98% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.90% | 2.46% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.90% | 4.39% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.90% | 4.39% | -0.49% |
BLUI vs. DYLD - Expense Ratio Comparison
Both BLUI and DYLD have an expense ratio of 0.75%.
Dividends
BLUI vs. DYLD - Dividend Comparison
BLUI's dividend yield for the trailing twelve months is around 4.70%, more than DYLD's 4.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BLUI Bluemonte Diversified Income ETF | 4.70% | 2.91% | 0.00% | 0.00% | 0.00% | 0.00% |
DYLD LeaderShares Dynamic Yield ETF | 4.33% | 4.20% | 4.58% | 3.43% | 1.54% | 1.02% |
Frequently Asked Questions
BLUI and DYLD have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BLUI and DYLD have the same expense ratio: 0.75% per year.
BLUI has the higher dividend yield at 4.70%, compared with 4.33% for DYLD.
They also come from different issuers: Bluemonte and LeaderShares.
Find the right allocation for BLUI and DYLD
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