BLUX vs. BDBT

Last updated Jun 5, 2026

BLUX (Bluemonte Dynamic Total Market ETF) and BDBT (Bluemonte Core Bond ETF) are both exchange-traded funds - BLUX is a Large Cap Blend Equities fund managed by Bluemonte, while BDBT is a Intermediate Core Bond fund managed by Bluemonte. At a 0.34 correlation, their price movements are largely independent. BLUX charges 0.25%/yr vs 0.23%/yr for BDBT.

Performance

BLUX vs. BDBT - Performance Comparison

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

Returns By Period

In the year-to-date period, BLUX achieves a 13.87% return, which is significantly higher than BDBT's 0.20% return.

BLUX

• 1D: 0.83%
• 1M: 3.82%
• YTD: 13.87%
• 6M: 13.21%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDBT

• 1D: 0.11%
• 1M: 0.15%
• YTD: 0.20%
• 6M: 0.27%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUX vs. BDBT - Yearly Performance Comparison

	2026 (YTD)	2025
BLUX Bluemonte Dynamic Total Market ETF	13.87%	11.82%
BDBT Bluemonte Core Bond ETF	0.20%	3.68%

Correlation

The correlation between BLUX and BDBT is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.34

BLUX vs. BDBT - Sectors Allocation Comparison

Sectors	BLUX	BDBT
Technology	24.5%	-
Financial Services	14.8%	100.0%
Healthcare	12.0%	-
Industrials	11.8%	-
Consumer Cyclical	10.2%	-
Communication Services	6.6%	-
Energy	5.1%	-
Real Estate	4.9%	-
Consumer Defensive	3.9%	-
Basic Materials	3.5%	-
Utilities	2.8%	-

Return for Risk

BLUX vs. BDBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Dynamic Total Market ETF (BLUX) and Bluemonte Core Bond ETF (BDBT). 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	BDBT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.09	1.07	+1.02

Drawdowns

BLUX vs. BDBT - Drawdown Comparison

The maximum BLUX drawdown since its inception was -9.03%, which is greater than BDBT's maximum drawdown of -2.88%. Use the drawdown chart below to compare losses from any high point for BLUX and BDBT.

Drawdown Indicators

	BLUX	BDBT	Difference
Max Drawdown Largest peak-to-trough decline	-9.03%	-2.88%	-6.15%
Current Drawdown Current decline from peak	-0.00%	-1.60%	+1.60%
Average Drawdown Average peak-to-trough decline	-1.32%	-0.71%	-0.61%

Volatility

Volatility by Period

	BLUX	BDBT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.90%	3.83%	+10.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.90%	3.83%	+10.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.90%	3.83%	+10.07%

BLUX vs. BDBT - Expense Ratio Comparison

BLUX has a 0.25% expense ratio, which is higher than BDBT's 0.23% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BLUX vs. BDBT - Dividend Comparison

BLUX's dividend yield for the trailing twelve months is around 0.83%, less than BDBT's 3.52% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.52%	2.21%
BLUX Bluemonte Dynamic Total Market ETF	0.83%	0.73%

Frequently Asked Questions

Can I hold both BLUX and BDBT in my portfolio?

BLUX and BDBT have a correlation of 0.34, 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 BDBT?

On fees, BDBT 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, BLUX or BDBT?

BDBT is cheaper with a 0.23% expense ratio, compared with 0.25% for BLUX.

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

BDBT has the higher dividend yield at 3.52%, compared with 0.83% for BLUX.

What is the main difference between BLUX and BDBT?

BLUX is categorized as Large Cap Blend Equities, while BDBT is Intermediate Core Bond. Their fees differ too: 0.25% for BLUX and 0.23% for BDBT.