TABD vs. BLUC

Last updated Jul 18, 2026

TABD (Transamerica Bond Active ETF) and BLUC (Bluemonte Large Cap Core ETF) are both exchange-traded funds - TABD is a Actively Managed fund actively managed by Transamerica, while BLUC is a Large Cap Blend Equities fund managed by Bluemonte. A 0.50 correlation means they provide meaningful diversification when combined. TABD charges 0.39%/yr vs 0.23%/yr for BLUC.

Performance

TABD vs. BLUC - Performance Comparison

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

Returns By Period

In the year-to-date period, TABD achieves a 0.78% return, which is significantly lower than BLUC's 8.04% return.

TABD

• 1D: 0.10%
• 1M: -0.03%
• 6M: 0.56%
• YTD: 0.78%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLUC

• 1D: -1.12%
• 1M: 0.21%
• 6M: 7.16%
• YTD: 8.04%
• 1Y: 17.76%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TABD vs. BLUC - Yearly Performance Comparison

	2026 (YTD)	2025
TABD Transamerica Bond Active ETF	0.78%	0.35%
BLUC Bluemonte Large Cap Core ETF	8.04%	0.65%

Correlation

The correlation between TABD and BLUC is 0.50, 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 Dec 16, 2025	0.50

Return for Risk

TABD vs. BLUC — 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.

BLUC

BLUC Risk / Return Rank: 47
BLUC Sharpe Ratio Rank: 48
BLUC Sortino Ratio Rank: 46
BLUC Omega Ratio Rank: 46
BLUC Calmar Ratio Rank: 42
BLUC Martin Ratio Rank: 51

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. BLUC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica Bond Active ETF (TABD) and Bluemonte Large Cap Core ETF (BLUC). 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	BLUC	Difference
Sharpe ratio: Return per unit of total volatility	—	1.30	—
Sortino ratio: Return per unit of downside risk	—	1.83	—
Omega ratio: Gain probability vs. loss probability	—	1.23	—
Calmar ratio: Return relative to maximum drawdown	—	1.67	—
Martin ratio: Return relative to average drawdown	—	6.54	—

Drawdowns

TABD vs. BLUC - Drawdown Comparison

The maximum TABD drawdown since its inception was -3.01%, smaller than the maximum BLUC drawdown of -10.69%. Use the drawdown chart below to compare losses from any high point for TABD and BLUC.

Drawdown Indicators

	TABD	BLUC	Difference
Max Drawdown Largest peak-to-trough decline	-3.01%	-10.69%	+7.68%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.69%	—
Current Drawdown Current decline from peak	-1.30%	-3.41%	+2.11%
Average Drawdown Average peak-to-trough decline	-1.02%	-1.70%	+0.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.72%	—

Volatility

Volatility by Period

	TABD	BLUC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.02%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.12%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.84%	13.75%	-9.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.84%	13.46%	-9.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.84%	13.46%	-9.62%

TABD vs. BLUC - Expense Ratio Comparison

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

Dividends

TABD vs. BLUC - Dividend Comparison

TABD's dividend yield for the trailing twelve months is around 2.10%, more than BLUC's 0.63% yield.

Position	TTM	2025
BLUC Bluemonte Large Cap Core ETF	0.63%	0.46%
TABD Transamerica Bond Active ETF	2.10%	0.15%

Frequently Asked Questions

Can I hold both TABD and BLUC in my portfolio?

TABD and BLUC have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TABD or BLUC?

On fees, BLUC 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 BLUC?

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

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

TABD has the higher dividend yield at 2.10%, compared with 0.63% for BLUC.

What is the main difference between TABD and BLUC?

TABD is categorized as Actively Managed, while BLUC is Large Cap Blend Equities. They also come from different issuers: Transamerica and Bluemonte. Their fees differ too: 0.39% for TABD and 0.23% for BLUC.