TABD vs. BLTD

Last updated Jul 17, 2026

TABD (Transamerica Bond Active ETF) and BLTD (Bluemonte Long Term Bond ETF) are both exchange-traded funds - TABD is a Actively Managed fund actively managed by Transamerica, while BLTD is a Long-Term Bond fund managed by Bluemonte. Their correlation of 0.91 suggests significant overlap in exposure. TABD charges 0.39%/yr vs 0.23%/yr for BLTD.

Performance

TABD vs. BLTD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica Bond Active ETF (TABD) and Bluemonte Long Term Bond ETF (BLTD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TABD achieves a 0.68% return, which is significantly higher than BLTD's -0.61% return.

TABD

• 1D: -0.10%
• 1M: -0.51%
• 6M: 0.34%
• YTD: 0.68%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLTD

• 1D: -0.10%
• 1M: -1.58%
• 6M: -1.49%
• YTD: -0.61%
• 1Y: 4.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TABD vs. BLTD - Yearly Performance Comparison

	2026 (YTD)	2025
TABD Transamerica Bond Active ETF	0.68%	0.35%
BLTD Bluemonte Long Term Bond ETF	-0.61%	0.28%

Correlation

The correlation between TABD and BLTD is 0.91, 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 Dec 16, 2025	0.91

Return for Risk

TABD vs. BLTD — Risk / Return Rank

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

TABD

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

BLTD

BLTD Risk / Return Rank: 21
BLTD Sharpe Ratio Rank: 22
BLTD Sortino Ratio Rank: 20
BLTD Omega Ratio Rank: 19
BLTD Calmar Ratio Rank: 23
BLTD Martin Ratio Rank: 22

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.

TABD vs. BLTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica Bond Active ETF (TABD) and Bluemonte Long Term Bond ETF (BLTD). 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.

	TABD	BLTD	Difference
Sharpe ratio: Return per unit of total volatility	—	0.63	—
Sortino ratio: Return per unit of downside risk	—	0.93	—
Omega ratio: Gain probability vs. loss probability	—	1.11	—
Calmar ratio: Return relative to maximum drawdown	—	0.88	—
Martin ratio: Return relative to average drawdown	—	2.11	—

Drawdowns

TABD vs. BLTD - Drawdown Comparison

The maximum TABD drawdown since its inception was -3.01%, smaller than the maximum BLTD drawdown of -4.80%. Use the drawdown chart below to compare losses from any high point for TABD and BLTD.

Drawdown Indicators

	TABD	BLTD	Difference
Max Drawdown Largest peak-to-trough decline	-3.01%	-4.80%	+1.79%
Max Drawdown (1Y) Largest decline over 1 year	—	-4.80%	—
Current Drawdown Current decline from peak	-1.40%	-3.33%	+1.93%
Average Drawdown Average peak-to-trough decline	-1.01%	-1.65%	+0.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.01%	—

Volatility

Volatility by Period

	TABD	BLTD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.83%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.19%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.85%	6.77%	-2.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.85%	6.82%	-2.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.85%	6.82%	-2.97%

TABD vs. BLTD - Expense Ratio Comparison

TABD has a 0.39% expense ratio, which is higher than BLTD's 0.23% expense ratio.

Dividends

TABD vs. BLTD - Dividend Comparison

TABD's dividend yield for the trailing twelve months is around 2.10%, less than BLTD's 4.36% yield.

Position	TTM	2025
BLTD Bluemonte Long Term Bond ETF	4.36%	2.48%
TABD Transamerica Bond Active ETF	2.10%	0.15%

Frequently Asked Questions

Can I hold both TABD and BLTD in my portfolio?

With a correlation of 0.91, TABD and BLTD 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.

Which ETF is better, TABD or BLTD?

On fees, BLTD 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, TABD or BLTD?

BLTD is cheaper with a 0.23% expense ratio, compared with 0.39% for TABD.

Which ETF pays a higher dividend yield, TABD or BLTD?

BLTD has the higher dividend yield at 4.36%, compared with 2.10% for TABD.

What is the main difference between TABD and BLTD?

TABD is categorized as Actively Managed, while BLTD is Long-Term Bond. They also come from different issuers: Transamerica and Bluemonte. Their fees differ too: 0.39% for TABD and 0.23% for BLTD.