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BLUX vs. BINT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BLUX vs. BINT - Performance Comparison

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

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Returns By Period

In the year-to-date period, BLUX achieves a 12.94% return, which is significantly lower than BINT's 15.74% return.


BLUX

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

BINT

1D
-0.94%
1M
5.90%
YTD
15.74%
6M
17.79%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLUX vs. BINT - Yearly Performance Comparison


2026 (YTD)2025
BLUX
Bluemonte Dynamic Total Market ETF
12.94%11.82%
BINT
Bluemonte Global Equity ETF
15.74%13.85%

Correlation

The correlation between BLUX and BINT is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.84

BLUX vs. BINT - Sectors Allocation Comparison


Sectors
BLUX
BINT

Technology

24.5%
24.4%

Financial Services

14.8%
18.8%

Healthcare

12.0%
7.5%

Industrials

11.8%
13.7%

Consumer Cyclical

10.2%
8.9%

Communication Services

6.6%
6.4%

Energy

5.1%
4.6%

Real Estate

4.9%
2.2%

Consumer Defensive

3.9%
5.0%

Basic Materials

3.5%
5.7%

Utilities

2.8%
2.8%

Technology

BLUX
24.5%
BINT
24.4%

Financial Services

BLUX
14.8%
BINT
18.8%

Healthcare

BLUX
12.0%
BINT
7.5%

Industrials

BLUX
11.8%
BINT
13.7%

Consumer Cyclical

BLUX
10.2%
BINT
8.9%

Communication Services

BLUX
6.6%
BINT
6.4%

Energy

BLUX
5.1%
BINT
4.6%

Real Estate

BLUX
4.9%
BINT
2.2%

Consumer Defensive

BLUX
3.9%
BINT
5.0%

Basic Materials

BLUX
3.5%
BINT
5.7%

Utilities

BLUX
2.8%
BINT
2.8%

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Return for Risk

BLUX vs. BINT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Dynamic Total Market ETF (BLUX) and Bluemonte Global Equity ETF (BINT). 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.

BLUX vs. BINT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BLUXBINTDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.02

2.31

-0.29

Drawdowns

BLUX vs. BINT - Drawdown Comparison

The maximum BLUX drawdown since its inception was -9.03%, smaller than the maximum BINT drawdown of -10.94%. Use the drawdown chart below to compare losses from any high point for BLUX and BINT.


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Drawdown Indicators


BLUXBINTDifference

Max Drawdown

Largest peak-to-trough decline

-9.03%

-10.94%

+1.91%

Current Drawdown

Current decline from peak

-0.82%

-0.94%

+0.12%

Average Drawdown

Average peak-to-trough decline

-1.32%

-1.47%

+0.15%

Volatility

BLUX vs. BINT - Volatility Comparison


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Volatility by Period


BLUXBINTDifference

Volatility (1Y)

Calculated over the trailing 1-year period

13.91%

14.70%

-0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.91%

14.70%

-0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.91%

14.70%

-0.79%

BLUX vs. BINT - Expense Ratio Comparison

BLUX has a 0.25% expense ratio, which is higher than BINT'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. BINT - Dividend Comparison

BLUX's dividend yield for the trailing twelve months is around 0.84%, less than BINT's 0.99% yield.


PositionTTM2025
BINT
Bluemonte Global Equity ETF
0.99%1.08%
BLUX
Bluemonte Dynamic Total Market ETF
0.84%0.73%

Frequently Asked Questions


BLUX and BINT have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BINT is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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

BINT has the higher dividend yield at 0.99%, compared with 0.84% for BLUX.

BLUX is categorized as Large Cap Blend Equities, while BINT is Global Equities. Their fees differ too: 0.25% for BLUX and 0.23% for BINT.

Portfolio Optimizer

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