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 | 32.62 -0.05% |
| Issuer | Bluemonte |
| AUM | $571.7M |
| Expense Ratio | 0.25% |
| Yield (TTM) | 1.05% |
| Inception | Jun 19, 2025 |
| Holdings | — |
| Avg Volume | 52.74K |
| YTD | +16.30% |
| 1Y total | +21.72% |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | 14.21% |
| Sharpe 1Y | 1.36 |
| Max drawdown 1Y | -9.04% |
| Beta vs S&P 500 (3Y) | 1.03 |
| Top 10 holdings | SPYM 47.96% VTWO 31.11% ISCV 15.51% SCHA 5.26% CASH & OTHER 0.17% |
| Sector mix | Technology 25.19% Financial Services 15.84% Healthcare 13.31% Industrials 10.92% Consumer Cyclical 10.03% Communication Services 5.83% |
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.