BLUX vs. AFOS

Last updated Jun 4, 2026

BLUX (Bluemonte Dynamic Total Market ETF) and AFOS (ARS Focused Opportunities Strategy ETF) are both Large Cap Blend Equities funds. A 0.79 correlation means they provide meaningful diversification when combined. BLUX charges 0.25%/yr vs 0.45%/yr for AFOS.

Performance

BLUX vs. AFOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Dynamic Total Market ETF (BLUX) and ARS Focused Opportunities Strategy ETF (AFOS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLUX achieves a 12.94% return, which is significantly lower than AFOS's 32.04% return.

BLUX

• 1D: -0.82%
• 1M: 4.19%
• YTD: 12.94%
• 6M: 12.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AFOS

• 1D: -0.29%
• 1M: 8.94%
• YTD: 32.04%
• 6M: 37.37%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUX vs. AFOS - Yearly Performance Comparison

	2026 (YTD)	2025
BLUX Bluemonte Dynamic Total Market ETF	12.94%	9.80%
AFOS ARS Focused Opportunities Strategy ETF	32.04%	36.15%

Correlation

The correlation between BLUX and AFOS is 0.79, 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 27, 2025	0.79

Return for Risk

BLUX vs. AFOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Dynamic Total Market ETF (BLUX) and ARS Focused Opportunities Strategy ETF (AFOS). 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

	BLUX	AFOS	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.02	4.35	-2.33

Drawdowns

BLUX vs. AFOS - Drawdown Comparison

The maximum BLUX drawdown since its inception was -9.03%, smaller than the maximum AFOS drawdown of -11.52%. Use the drawdown chart below to compare losses from any high point for BLUX and AFOS.

Drawdown Indicators

	BLUX	AFOS	Difference
Max Drawdown Largest peak-to-trough decline	-9.03%	-11.52%	+2.49%
Current Drawdown Current decline from peak	-0.82%	-0.29%	-0.53%
Average Drawdown Average peak-to-trough decline	-1.32%	-1.37%	+0.05%

Volatility

Volatility by Period

	BLUX	AFOS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.91%	20.19%	-6.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.91%	20.19%	-6.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.91%	20.19%	-6.28%

BLUX vs. AFOS - Expense Ratio Comparison

BLUX has a 0.25% expense ratio, which is lower than AFOS's 0.45% expense ratio.

Dividends

BLUX vs. AFOS - Dividend Comparison

BLUX's dividend yield for the trailing twelve months is around 0.84%, more than AFOS's 0.22% yield.

Position	TTM	2025
AFOS ARS Focused Opportunities Strategy ETF	0.22%	0.30%
BLUX Bluemonte Dynamic Total Market ETF	0.84%	0.73%

Frequently Asked Questions

Can I hold both BLUX and AFOS in my portfolio?

BLUX and AFOS have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLUX or AFOS?

On fees, BLUX is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLUX or AFOS?

BLUX is cheaper with a 0.25% expense ratio, compared with 0.45% for AFOS.

Which ETF pays a higher dividend yield, BLUX or AFOS?

BLUX has the higher dividend yield at 0.84%, compared with 0.22% for AFOS.

What is the main difference between BLUX and AFOS?

They also come from different issuers: Bluemonte and ARS Investment Partners. Their fees differ too: 0.25% for BLUX and 0.45% for AFOS.