BDBT vs DJD
Comparison between BLUEMONTE CORE BOND ETF (BDBT, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).
BDBT vs DJD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDBT
$448M
Winner
DJD
$449M
Expense Ratio
BDBT
0.23%
Winner
DJD
0.07%
Max Drawdown
Winner
BDBT
3.60%
DJD
35.36%
Sharpe Ratio
BDBT
-0.01
Winner
DJD
1.83
5Y Beta
Winner
BDBT
0.10
DJD
0.53
P/E Ratio
BDBT
N/A
DJD
20.60
Forward P/E
BDBT
N/A
DJD
17.45
PEG Ratio
BDBT
N/A
DJD
0.76
5Y Dividends CAGR
BDBT
N/A
DJD
2.56%
5Y EPS CAGR
BDBT
N/A
DJD
7.35%
Debt to Equity
BDBT
N/A
DJD
-50.47%
P/S Ratio
BDBT
N/A
DJD
2.42
P/B Ratio
BDBT
N/A
DJD
4.30
BDBT vs DJD - Historical Returns
Returns include dividend reinvestment.
1M
BDBT
-0.31%
Winner
DJD
+4.52%
3M
BDBT
-1.22%
Winner
DJD
+3.30%
6M
BDBT
-0.04%
Winner
DJD
+11.01%
1Y
BDBT
+3.40%
Winner
DJD
+24.89%
5Y(CAGR)
BDBT
N/A
DJD
+10.16%
10Y(CAGR)
BDBT
N/A
DJD
+12.40%
Max(CAGR)
BDBT
+3.58%
Winner
DJD
+12.25%
BDBT vs DJD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BDBT | DJD |
|---|---|---|
| 2026 | -0.19% | +10.55% |
| 2025 | +3.68% | +15.83% |
| 2024 | N/A | +12.64% |
| 2023 | N/A | +9.13% |
| 2022 | N/A | -1.33% |
| 2021 | N/A | +23.83% |
| 2020 | N/A | +0.06% |
| 2019 | N/A | +22.32% |
| 2018 | N/A | -0.37% |
| 2017 | N/A | +20.68% |
| 2016 | N/A | +19.78% |
| 2015 | N/A | -0.12% |
BDBT vs DJD Drawdown Comparison
The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current BDBT drawdown is -2.06%. The current DJD drawdown is -0.63%.
| Rank | BDBT | DJD |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - May 19, 2026 | -34.64% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -1.03% Jun 30, 2025 - Aug 1, 2025 | -19.95% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -1.02% Oct 27, 2025 - Nov 26, 2025 | -14.03% Oct 3, 2018 - Feb 25, 2019 |
| #4 | -0.99% Nov 26, 2025 - Feb 10, 2026 | -12.29% Feb 28, 2025 - Jul 1, 2025 |
| #5 | -0.91% Sep 16, 2025 - Oct 13, 2025 | -11.95% Jan 26, 2018 - Sep 14, 2018 |
| #6 | -0.51% Aug 13, 2025 - Aug 22, 2025 | -9.95% Dec 29, 2015 - Mar 16, 2016 |
| #7 | -0.39% Aug 5, 2025 - Aug 13, 2025 | -6.72% Jan 12, 2022 - Mar 25, 2022 |
| #8 | -0.36% Aug 28, 2025 - Sep 3, 2025 | -6.72% Nov 29, 2024 - Feb 13, 2025 |
| #9 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -6.68% Jul 29, 2019 - Nov 1, 2019 |
| #10 | -0.21% Jun 26, 2025 - Jun 30, 2025 | -6.17% Apr 23, 2019 - Jun 18, 2019 |
| #11 | -0.20% Oct 22, 2025 - Oct 27, 2025 | -5.68% Nov 3, 2021 - Dec 16, 2021 |
| #12 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -5.65% Feb 11, 2026 - May 22, 2026 |
| #13 | -0.14% Jun 24, 2025 - Jun 26, 2025 | -5.34% Jan 14, 2021 - Feb 17, 2021 |
| #14 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -5.30% May 10, 2021 - Nov 3, 2021 |
| #15 | -0.13% Aug 22, 2025 - Aug 26, 2025 | -5.15% Jun 23, 2016 - Jul 1, 2016 |
Correlation
Correlation between BDBT and DJD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2015 - 2026)
BDBT vs DJD dividend yield comparison.
| Year | BDBT | DJD |
|---|---|---|
| 2026 | 1.29% | 0.62% |
| 2025 | 2.21% | 2.62% |
| 2024 | 0.00% | 3.00% |
| 2023 | 0.00% | 3.49% |
| 2022 | 0.00% | 3.16% |
| 2021 | 0.00% | 2.82% |
| 2020 | 0.00% | 3.47% |
| 2019 | 0.00% | 2.80% |
| 2018 | 0.00% | 2.66% |
| 2017 | 0.00% | 2.75% |
| 2016 | 0.00% | 2.46% |
| 2015 | 0.00% | 0.08% |
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