BLUX vs. BLST

Last updated Jul 15, 2026

BLUX (Bluemonte Dynamic Total Market ETF) and BLST (Bluemonte Short Term Bond ETF) are both exchange-traded funds - BLUX is a Large Cap Blend Equities fund managed by Bluemonte, while BLST is a Short-Term Bond fund managed by Bluemonte. Over the past year, BLUX returned 22.96% vs 3.32% for BLST. At a 0.34 correlation, their price movements are largely independent. BLUX charges 0.25%/yr vs 0.23%/yr for BLST.

Performance

BLUX vs. BLST - Performance Comparison

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

Returns By Period

In the year-to-date period, BLUX achieves a 14.70% return, which is significantly higher than BLST's 0.34% return.

BLUX

• 1D: 0.44%
• 1M: 1.23%
• 6M: 10.75%
• YTD: 14.70%
• 1Y: 22.96%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLST

• 1D: 0.20%
• 1M: -0.08%
• 6M: 0.25%
• YTD: 0.34%
• 1Y: 3.32%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUX vs. BLST - Yearly Performance Comparison

	2026 (YTD)	2025
BLUX Bluemonte Dynamic Total Market ETF	14.70%	12.62%
BLST Bluemonte Short Term Bond ETF	0.34%	2.68%

Correlation

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

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.34

Return for Risk

BLUX vs. BLST — Risk / Return Rank

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

BLUX

BLUX Risk / Return Rank: 64
BLUX Sharpe Ratio Rank: 61
BLUX Sortino Ratio Rank: 61
BLUX Omega Ratio Rank: 59
BLUX Calmar Ratio Rank: 64
BLUX Martin Ratio Rank: 73

BLST

BLST Risk / Return Rank: 51
BLST Sharpe Ratio Rank: 53
BLST Sortino Ratio Rank: 57
BLST Omega Ratio Rank: 51
BLST Calmar Ratio Rank: 48
BLST Martin Ratio Rank: 44

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.

BLUX vs. BLST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Dynamic Total Market ETF (BLUX) and Bluemonte Short Term Bond ETF (BLST). 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.

	BLUX	BLST	Difference
Sharpe ratio: Return per unit of total volatility	1.62	1.47	+0.15
Sortino ratio: Return per unit of downside risk	2.31	2.21	+0.10
Omega ratio: Gain probability vs. loss probability	1.29	1.26	+0.02
Calmar ratio: Return relative to maximum drawdown	2.55	1.97	+0.58
Martin ratio: Return relative to average drawdown	10.59	5.84	+4.75

BLUX vs. BLST - Sharpe Ratio Comparison

The current BLUX Sharpe Ratio is 1.62, which is comparable to the BLST Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of BLUX and BLST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BLUX vs. BLST - Drawdown Comparison

The maximum BLUX drawdown since its inception was -9.03%, which is greater than BLST's maximum drawdown of -1.69%. Use the drawdown chart below to compare losses from any high point for BLUX and BLST.

Drawdown Indicators

	BLUX	BLST	Difference
Max Drawdown Largest peak-to-trough decline	-9.03%	-1.69%	-7.34%
Max Drawdown (1Y) Largest decline over 1 year	-9.03%	-1.69%	-7.34%
Current Drawdown Current decline from peak	-0.54%	-0.82%	+0.28%
Average Drawdown Average peak-to-trough decline	-1.27%	-0.39%	-0.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.17%	0.57%	+1.60%

Volatility

BLUX vs. BLST - Volatility Comparison

Bluemonte Dynamic Total Market ETF (BLUX) has a higher volatility of 3.25% compared to Bluemonte Short Term Bond ETF (BLST) at 0.77%. This indicates that BLUX's price experiences larger fluctuations and is considered to be riskier than BLST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLUX	BLST	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.25%	0.77%	+2.48%
Volatility (6M) Calculated over the trailing 6-month period	10.89%	1.78%	+9.11%
Volatility (1Y) Calculated over the trailing 1-year period	14.20%	2.26%	+11.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.00%	2.27%	+11.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.00%	2.27%	+11.73%

BLUX vs. BLST - Expense Ratio Comparison

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

BLUX's dividend yield for the trailing twelve months is around 1.07%, less than BLST's 3.71% yield.

Position	TTM	2025
BLST Bluemonte Short Term Bond ETF	3.71%	2.11%
BLUX Bluemonte Dynamic Total Market ETF	1.07%	0.73%

Frequently Asked Questions

Can I hold both BLUX and BLST in my portfolio?

BLUX and BLST 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 is riskier, BLUX or BLST?

BLUX has higher volatility (3.25%) compared to BLST (0.77%). In terms of maximum drawdown, BLUX dropped -9.03% vs BLST's -1.69%.

Which ETF is better, BLUX or BLST?

On 1-year performance, BLUX leads with 22.96% vs 3.32% for BLST. On fees, BLST is cheaper at 0.23% per year. On volatility, BLST has been the lower-risk option at 0.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BLUX or BLST?

Over the 1-year period, BLUX has performed better with a 22.96% return vs 3.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BLUX or BLST?

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

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

BLST has the higher dividend yield at 3.71%, compared with 1.07% for BLUX.

What is the main difference between BLUX and BLST?

BLUX is categorized as Large Cap Blend Equities, while BLST is Short-Term Bond. Their fees differ too: 0.25% for BLUX and 0.23% for BLST.

Which has better risk-adjusted returns?

BLUX currently has the higher Sharpe Ratio (1.62 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.