Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  BLUX Bluemonte Dynamic Total… |
|---|---|
| Price | 31.77 +0.54% |
| Issuer | Bluemonte |
| AUM | $607.1M |
| Expense Ratio | 0.30% |
| Yield (TTM) | 0.99% |
| Inception | Jun 20, 2025 |
| Holdings | 4 |
| Avg Volume | 51.21K |
| YTD | +13.26% |
| 1Y total | +15.74% |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | 14.08% |
| Sharpe 1Y | 1.17 |
| Max drawdown 1Y | -9.04% |
| Beta vs S&P 500 (3Y) | 1.03 |
| Top 10 holdings | SPYM 50.20% VTWO 29.63% ISCV 14.90% SCHA 5.09% CASH & OTHER 0.19% |
| Sector mix | Technology 25.46% Financial Services 15.90% Healthcare 13.34% Industrials 10.53% Consumer Cyclical 10.01% Communication Services 5.91% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.