BLUI vs. RJVI
BLUI (Bluemonte Diversified Income ETF) and RJVI (RJ Eagle Vertical Income ETF) are both Multisector Bonds funds. A 0.80 correlation means they provide meaningful diversification when combined. BLUI charges 0.75%/yr vs 0.51%/yr for RJVI.
Performance
BLUI vs. RJVI - Performance Comparison
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Returns By Period
In the year-to-date period, BLUI achieves a 3.59% return, which is significantly higher than RJVI's 1.76% return.
BLUI
- 1D
- -0.29%
- 1M
- -0.15%
- 6M
- 2.52%
- YTD
- 3.59%
- 1Y
- 7.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RJVI
- 1D
- -0.08%
- 1M
- -0.59%
- 6M
- 1.35%
- YTD
- 1.76%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BLUI vs. RJVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BLUI Bluemonte Diversified Income ETF | 3.59% | 1.00% |
RJVI RJ Eagle Vertical Income ETF | 1.76% | 0.52% |
Correlation
The correlation between BLUI and RJVI is 0.80, 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 Oct 2, 2025 | 0.80 |
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Return for Risk
BLUI vs. RJVI — Risk / Return Rank
BLUI
RJVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BLUI vs. RJVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluemonte Diversified Income ETF (BLUI) and RJ Eagle Vertical Income ETF (RJVI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLUI | RJVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.37 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | — | — |
| Martin ratioReturn relative to average drawdown | 12.92 | — | — |
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Drawdowns
BLUI vs. RJVI - Drawdown Comparison
The maximum BLUI drawdown since its inception was -2.43%, smaller than the maximum RJVI drawdown of -3.12%. Use the drawdown chart below to compare losses from any high point for BLUI and RJVI.
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Drawdown Indicators
| BLUI | RJVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.43% | -3.12% | +0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | — | — |
Current DrawdownCurrent decline from peak | -0.50% | -1.41% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -0.35% | -1.02% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
BLUI vs. RJVI - Volatility Comparison
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Volatility by Period
| BLUI | RJVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 4.12% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 4.12% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.86% | 4.12% | -0.26% |
BLUI vs. RJVI - Expense Ratio Comparison
BLUI has a 0.75% expense ratio, which is higher than RJVI's 0.51% expense ratio.
Dividends
BLUI vs. RJVI - Dividend Comparison
BLUI's dividend yield for the trailing twelve months is around 5.06%, more than RJVI's 3.01% yield.
| Position | TTM | 2025 |
|---|---|---|
BLUI Bluemonte Diversified Income ETF | 5.06% | 2.91% |
RJVI RJ Eagle Vertical Income ETF | 3.01% | 0.93% |
Frequently Asked Questions
BLUI and RJVI have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RJVI is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RJVI is cheaper with a 0.51% expense ratio, compared with 0.75% for BLUI.
BLUI has the higher dividend yield at 5.06%, compared with 3.01% for RJVI.
They also come from different issuers: Bluemonte and Carillon Tower Advisers. Their fees differ too: 0.75% for BLUI and 0.51% for RJVI.
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