SULR vs. BDBT

Last updated Jul 10, 2026

SULR (SmartETFs Sustainable Energy II ETF) and BDBT (Bluemonte Core Bond ETF) are both exchange-traded funds - SULR is a Actively Managed fund actively managed by Guinness Atkinson, while BDBT is a Intermediate Core Bond fund managed by Bluemonte. SULR charges 0.79%/yr vs 0.23%/yr for BDBT.

Performance

SULR vs. BDBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SmartETFs Sustainable Energy II ETF (SULR) and Bluemonte Core Bond ETF (BDBT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SULR

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDBT

• 1D: 0.12%
• 1M: 0.13%
• 6M: 0.06%
• YTD: 0.10%
• 1Y: 3.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SULR vs. BDBT - Yearly Performance Comparison

	2026 (YTD)	2025
SULR SmartETFs Sustainable Energy II ETF	0.00%	0.00%
BDBT Bluemonte Core Bond ETF	0.10%	3.70%

Return for Risk

SULR vs. BDBT — Risk / Return Rank

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

SULR

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BDBT

BDBT Risk / Return Rank: 29
BDBT Sharpe Ratio Rank: 30
BDBT Sortino Ratio Rank: 29
BDBT Omega Ratio Rank: 27
BDBT Calmar Ratio Rank: 29
BDBT Martin Ratio Rank: 29

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.

SULR vs. BDBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SmartETFs Sustainable Energy II ETF (SULR) 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.

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.

	SULR	BDBT	Difference
Sharpe ratio: Return per unit of total volatility	—	0.90	—
Sortino ratio: Return per unit of downside risk	—	1.32	—
Omega ratio: Gain probability vs. loss probability	—	1.16	—
Calmar ratio: Return relative to maximum drawdown	—	1.20	—
Martin ratio: Return relative to average drawdown	—	3.32	—

Drawdowns

Drawdown Indicators

	SULR	BDBT	Difference
Max Drawdown Largest peak-to-trough decline	—	-2.88%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-2.88%	—
Current Drawdown Current decline from peak	—	-1.70%	—
Average Drawdown Average peak-to-trough decline	—	-0.77%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.04%	—

Volatility

Volatility by Period

	SULR	BDBT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.27%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	3.87%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	3.87%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	3.87%	—

SULR vs. BDBT - Expense Ratio Comparison

SULR has a 0.79% expense ratio, which is higher than BDBT's 0.23% expense ratio.

Dividends

SULR vs. BDBT - Dividend Comparison

SULR has not paid dividends to shareholders, while BDBT's dividend yield for the trailing twelve months is around 3.87%.

Position	TTM	2025	2024	2023	2022	2021
BDBT Bluemonte Core Bond ETF	3.87%	2.21%	0.00%	0.00%	0.00%	0.00%
SULR SmartETFs Sustainable Energy II ETF	0.00%	0.00%	0.00%	0.46%	0.28%	2.62%

Frequently Asked Questions

Which ETF is better, SULR 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, SULR or BDBT?

BDBT is cheaper with a 0.23% expense ratio, compared with 0.79% for SULR.

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

BDBT has the higher dividend yield at 3.87%, compared with 0.00% for SULR.

What is the main difference between SULR and BDBT?

SULR is categorized as Actively Managed, while BDBT is Intermediate Core Bond. They also come from different issuers: Guinness Atkinson and Bluemonte. Their fees differ too: 0.79% for SULR and 0.23% for BDBT.