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BLUI vs. MUSI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BLUI vs. MUSI - Performance Comparison

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

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Returns By Period

In the year-to-date period, BLUI achieves a 3.69% return, which is significantly higher than MUSI's 0.76% return.


BLUI

1D
0.41%
1M
0.31%
YTD
3.69%
6M
3.59%
1Y
3Y*
5Y*
10Y*

MUSI

1D
0.16%
1M
0.28%
YTD
0.76%
6M
1.01%
1Y
5.62%
3Y*
6.36%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLUI vs. MUSI - Yearly Performance Comparison


Correlation

The correlation between BLUI and MUSI is 0.73, 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

0.73

BLUI vs. MUSI - Sectors Allocation Comparison


Sectors
BLUI
MUSI

Real Estate

51.0%

-

Energy

46.7%

-

Utilities

1.5%
77.9%

Technology

0.6%

-

Consumer Cyclical

0.3%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

22.1%

Industrials

-

-

Real Estate

BLUI
51.0%
MUSI

-

Energy

BLUI
46.7%
MUSI

-

Utilities

BLUI
1.5%
MUSI
77.9%

Technology

BLUI
0.6%
MUSI

-

Consumer Cyclical

BLUI
0.3%
MUSI

-

Basic Materials

BLUI

-

MUSI

-

Communication Services

BLUI

-

MUSI

-

Consumer Defensive

BLUI

-

MUSI

-

Financial Services

BLUI

-

MUSI

-

Healthcare

BLUI

-

MUSI
22.1%

Industrials

BLUI

-

MUSI

-

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Return for Risk

BLUI vs. MUSI — Risk / Return Rank

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

BLUI

MUSI
MUSI Risk / Return Rank: 4949
Overall Rank
MUSI Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
MUSI Sortino Ratio Rank: 5454
Sortino Ratio Rank
MUSI Omega Ratio Rank: 5151
Omega Ratio Rank
MUSI Calmar Ratio Rank: 4242
Calmar Ratio Rank
MUSI Martin Ratio Rank: 4646
Martin Ratio Rank
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.

BLUI vs. MUSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Diversified Income ETF (BLUI) and American Century Multisector Income ETF (MUSI). 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.

BLUI vs. MUSI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BLUIMUSIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

Sharpe Ratio (All Time)

Calculated using the full available price history

2.07

0.45

+1.62

Drawdowns

BLUI vs. MUSI - Drawdown Comparison

The maximum BLUI drawdown since its inception was -2.43%, smaller than the maximum MUSI drawdown of -13.91%. Use the drawdown chart below to compare losses from any high point for BLUI and MUSI.


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Drawdown Indicators


BLUIMUSIDifference

Max Drawdown

Largest peak-to-trough decline

-2.43%

-13.91%

+11.48%

Max Drawdown (1Y)

Largest decline over 1 year

-2.78%

Max Drawdown (3Y)

Largest decline over 3 years

-4.16%

Current Drawdown

Current decline from peak

-0.02%

-0.98%

+0.96%

Average Drawdown

Average peak-to-trough decline

-0.36%

-4.22%

+3.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

Volatility

BLUI vs. MUSI - Volatility Comparison


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Volatility by Period


BLUIMUSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.23%

Volatility (6M)

Calculated over the trailing 6-month period

2.60%

Volatility (1Y)

Calculated over the trailing 1-year period

3.90%

3.34%

+0.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.90%

4.84%

-0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.90%

4.84%

-0.94%

BLUI vs. MUSI - Expense Ratio Comparison

BLUI has a 0.75% expense ratio, which is higher than MUSI's 0.36% expense ratio.


Dividends

BLUI vs. MUSI - Dividend Comparison

BLUI's dividend yield for the trailing twelve months is around 4.70%, less than MUSI's 5.53% yield.


PositionTTM20252024202320222021
BLUI
Bluemonte Diversified Income ETF
4.70%2.91%0.00%0.00%0.00%0.00%
MUSI
American Century Multisector Income ETF
5.53%5.74%6.00%5.20%4.02%1.62%

Frequently Asked Questions


BLUI and MUSI have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MUSI is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MUSI is cheaper with a 0.36% expense ratio, compared with 0.75% for BLUI.

MUSI has the higher dividend yield at 5.53%, compared with 4.70% for BLUI.

They also come from different issuers: Bluemonte and American Century. Their fees differ too: 0.75% for BLUI and 0.36% for MUSI.

Portfolio Optimizer

Find the right allocation for BLUI and MUSI

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