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BLUX vs. SPTM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BLUX vs. SPTM

Last updated Jun 4, 2026

BLUX (Bluemonte Dynamic Total Market ETF) and SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) are both Large Cap Blend Equities funds. Their correlation of 0.93 suggests significant overlap in exposure. BLUX charges 0.25%/yr vs 0.03%/yr for SPTM.

Performance

BLUX vs. SPTM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Dynamic Total Market ETF (BLUX) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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 higher than SPTM's 11.10% return.

BLUX

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

SPTM

1D
-0.67%
1M
4.87%
YTD
11.10%
6M
11.13%
1Y
27.84%
3Y*
21.90%
5Y*
13.38%
10Y*
15.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLUX vs. SPTM - Yearly Performance Comparison

2026 (YTD)2025
BLUX
Bluemonte Dynamic Total Market ETF		12.94%11.82%
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF		11.10%14.02%

Correlation

The correlation between BLUX and SPTM is 0.93, 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

0.93

BLUX vs. SPTM - Sectors Allocation Comparison

Sectors
BLUX
SPTM

Technology

24.5%
34.0%

Financial Services

14.8%
12.1%

Healthcare

12.0%
8.6%

Industrials

11.8%
9.4%

Consumer Cyclical

10.2%
10.3%

Communication Services

6.6%
10.5%

Energy

5.1%
3.7%

Real Estate

4.9%
2.3%

Consumer Defensive

3.9%
4.8%

Basic Materials

3.5%
2.0%

Utilities

2.8%
2.3%

Technology

BLUX
24.5%
SPTM
34.0%

Financial Services

BLUX
14.8%
SPTM
12.1%

Healthcare

BLUX
12.0%
SPTM
8.6%

Industrials

BLUX
11.8%
SPTM
9.4%

Consumer Cyclical

BLUX
10.2%
SPTM
10.3%

Communication Services

BLUX
6.6%
SPTM
10.5%

Energy

BLUX
5.1%
SPTM
3.7%

Real Estate

BLUX
4.9%
SPTM
2.3%

Consumer Defensive

BLUX
3.9%
SPTM
4.8%

Basic Materials

BLUX
3.5%
SPTM
2.0%

Utilities

BLUX
2.8%
SPTM
2.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Bluemonte Dynamic Total Market ETF

SPDR Portfolio S&P 1500 Composite Stock Market ETF

Often compared with BLUX:
BLUX vs. DDTLBLUX vs. BLTDBLUX vs. AFOSBLUX vs. BUFHBLUX vs. BLUIBLUX vs. BLGRBLUX vs. BINT
Often compared with SPTM:
SPTM vs. VTISPTM vs. SPYSPTM vs. VOOSPTM vs. ITOTSPTM vs. SCHGSPTM vs. BKLCSPTM vs. SCHD

Return for Risk

BLUX vs. SPTM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BLUX
SPTM
SPTM Risk / Return Rank: 7070
Overall Rank
SPTM Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SPTM Sortino Ratio Rank: 6969
Sortino Ratio Rank
SPTM Omega Ratio Rank: 6969
Omega Ratio Rank
SPTM Calmar Ratio Rank: 6464
Calmar Ratio Rank
SPTM Martin Ratio Rank: 7676
Martin Ratio Rank
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. SPTM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Dynamic Total Market ETF (BLUX) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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. SPTM - Sharpe Ratio Comparison

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Sharpe Ratios by Period

BLUXSPTMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

2.36

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.80

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.85

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.02

0.46

+1.56

Drawdowns

BLUX vs. SPTM - Drawdown Comparison

The maximum BLUX drawdown since its inception was -9.03%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for BLUX and SPTM.

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Drawdown Indicators

BLUXSPTMDifference

Max Drawdown

Largest peak-to-trough decline

-9.03%

-54.80%

+45.77%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.68%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-18.87%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.14%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.66%

—

Current Drawdown

Current decline from peak

-0.82%

-0.67%

-0.15%

Average Drawdown

Average peak-to-trough decline

-1.32%

-9.05%

+7.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.86%

—

Volatility

BLUX vs. SPTM - Volatility Comparison

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Volatility by Period

BLUXSPTMDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

2.88%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.92%

—

Volatility (1Y)

Calculated over the trailing 1-year period

13.91%

11.88%

+2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.91%

16.87%

-2.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.91%

18.03%

-4.12%

BLUX vs. SPTM - Expense Ratio Comparison

BLUX has a 0.25% expense ratio, which is higher than SPTM's 0.03% 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. SPTM - Dividend Comparison

BLUX's dividend yield for the trailing twelve months is around 0.84%, less than SPTM's 1.04% yield.

PositionTTM20252024202320222021202020192018201720162015
BLUX
Bluemonte Dynamic Total Market ETF		0.84%0.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF		1.04%1.13%1.28%1.44%1.69%1.25%1.56%1.72%1.90%1.66%1.91%1.92%

Frequently Asked Questions

With a correlation of 0.93, BLUX and SPTM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SPTM is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPTM is cheaper with a 0.03% expense ratio, compared with 0.25% for BLUX.

SPTM has the higher dividend yield at 1.04%, compared with 0.84% for BLUX.

They also come from different issuers: Bluemonte and State Street. Their fees differ too: 0.25% for BLUX and 0.03% for SPTM.

Portfolio Optimizer

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