ZTEN vs. BLTD
ZTEN (F/M 10-Year Investment Grade Corporate Bond ETF) and BLTD (Bluemonte Long Term Bond ETF) are both Long-Term Bond funds. Their correlation of 0.94 suggests significant overlap in exposure. ZTEN charges 0.15%/yr vs 0.23%/yr for BLTD.
Performance
ZTEN vs. BLTD - Performance Comparison
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Returns By Period
In the year-to-date period, ZTEN achieves a 0.33% return, which is significantly lower than BLTD's 0.50% return.
ZTEN
- 1D
- 0.16%
- 1M
- 0.29%
- YTD
- 0.33%
- 6M
- 0.40%
- 1Y
- 6.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BLTD
- 1D
- 0.24%
- 1M
- 0.66%
- YTD
- 0.50%
- 6M
- -0.12%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZTEN vs. BLTD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ZTEN F/M 10-Year Investment Grade Corporate Bond ETF | 0.33% | 5.28% |
BLTD Bluemonte Long Term Bond ETF | 0.50% | 3.91% |
Correlation
The correlation between ZTEN and BLTD is 0.94, 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 | 0.94 |
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Return for Risk
ZTEN vs. BLTD — Risk / Return Rank
ZTEN
BLTD
ZTEN vs. BLTD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) 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.
| ZTEN | BLTD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | — | — |
| Martin ratioReturn relative to average drawdown | 6.21 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZTEN | BLTD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.69 | +0.48 |
Drawdowns
ZTEN vs. BLTD - Drawdown Comparison
The maximum ZTEN drawdown since its inception was -3.43%, smaller than the maximum BLTD drawdown of -4.80%. Use the drawdown chart below to compare losses from any high point for ZTEN and BLTD.
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Drawdown Indicators
| ZTEN | BLTD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.43% | -4.80% | +1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | — | — |
Current DrawdownCurrent decline from peak | -1.30% | -2.25% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -0.79% | -1.57% | +0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | — | — |
Volatility
ZTEN vs. BLTD - Volatility Comparison
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Volatility by Period
| ZTEN | BLTD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.77% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.99% | 6.83% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.79% | 6.83% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.79% | 6.83% | -1.04% |
ZTEN vs. BLTD - Expense Ratio Comparison
ZTEN has a 0.15% expense ratio, which is lower than BLTD's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ZTEN vs. BLTD - Dividend Comparison
ZTEN's dividend yield for the trailing twelve months is around 5.07%, more than BLTD's 3.92% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BLTD Bluemonte Long Term Bond ETF | 3.92% | 2.48% | 0.00% |
ZTEN F/M 10-Year Investment Grade Corporate Bond ETF | 5.07% | 5.16% | 0.44% |
Frequently Asked Questions
With a correlation of 0.94, ZTEN 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.
On fees, ZTEN is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZTEN is cheaper with a 0.15% expense ratio, compared with 0.23% for BLTD.
ZTEN has the higher dividend yield at 5.07%, compared with 3.92% for BLTD.
They also come from different issuers: F/m and Bluemonte. Their fees differ too: 0.15% for ZTEN and 0.23% for BLTD.
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