BLUX vs. RSSY

Last updated Jun 4, 2026

BLUX (Bluemonte Dynamic Total Market ETF) and RSSY (Return Stacked US Stocks & Futures Yield ETF) are both Large Cap Blend Equities funds. A 0.52 correlation means they provide meaningful diversification when combined. BLUX charges 0.25%/yr vs 1.04%/yr for RSSY.

Performance

BLUX vs. RSSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Dynamic Total Market ETF (BLUX) and Return Stacked US Stocks & Futures Yield ETF (RSSY). 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 RSSY's 32.45% return.

BLUX

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

RSSY

• 1D: -0.16%
• 1M: 1.78%
• YTD: 32.45%
• 6M: 27.13%
• 1Y: 47.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLUX vs. RSSY - Yearly Performance Comparison

	2026 (YTD)	2025
BLUX Bluemonte Dynamic Total Market ETF	12.94%	11.82%
RSSY Return Stacked US Stocks & Futures Yield ETF	32.45%	7.44%

Correlation

The correlation between BLUX and RSSY is 0.52, 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 24, 2025	0.52

Return for Risk

BLUX vs. RSSY — Risk / Return Rank

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

RSSY

RSSY Risk / Return Rank: 93
RSSY Sharpe Ratio Rank: 94
RSSY Sortino Ratio Rank: 93
RSSY Omega Ratio Rank: 93
RSSY Calmar Ratio Rank: 92
RSSY Martin Ratio Rank: 91

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. RSSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Dynamic Total Market ETF (BLUX) and Return Stacked US Stocks & Futures Yield ETF (RSSY). 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	RSSY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.02	0.75	+1.27

Drawdowns

BLUX vs. RSSY - Drawdown Comparison

The maximum BLUX drawdown since its inception was -9.03%, smaller than the maximum RSSY drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for BLUX and RSSY.

Drawdown Indicators

	BLUX	RSSY	Difference
Max Drawdown Largest peak-to-trough decline	-9.03%	-29.57%	+20.54%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.36%	—
Current Drawdown Current decline from peak	-0.82%	-0.16%	-0.66%
Average Drawdown Average peak-to-trough decline	-1.32%	-7.37%	+6.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.14%	—

Volatility

Volatility by Period

	BLUX	RSSY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.92%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.91%	13.28%	+0.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.91%	18.35%	-4.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.91%	18.35%	-4.44%

BLUX vs. RSSY - Expense Ratio Comparison

BLUX has a 0.25% expense ratio, which is lower than RSSY's 1.04% expense ratio.

Dividends

BLUX vs. RSSY - Dividend Comparison

BLUX's dividend yield for the trailing twelve months is around 0.84%, less than RSSY's 1.54% yield.

Position	TTM	2025
BLUX Bluemonte Dynamic Total Market ETF	0.84%	0.73%
RSSY Return Stacked US Stocks & Futures Yield ETF	1.54%	2.04%

Frequently Asked Questions

Can I hold both BLUX and RSSY in my portfolio?

BLUX and RSSY have a correlation of 0.52, 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 RSSY?

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 RSSY?

BLUX is cheaper with a 0.25% expense ratio, compared with 1.04% for RSSY.

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

RSSY has the higher dividend yield at 1.54%, compared with 0.84% for BLUX.

What is the main difference between BLUX and RSSY?

They also come from different issuers: Bluemonte and Return Stacked. Their fees differ too: 0.25% for BLUX and 1.04% for RSSY.