BDBT vs VFQY

Comparison between BLUEMONTE CORE BOND ETF (BDBT, ETF) and VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF).

BDBT vs VFQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDBT(ETF)	VFQY(ETF)
Net Assets	$448M	$448M
Expense Ratio	0.23%	0.13%
Max Drawdown	3.60%	37.66%
Sharpe Ratio	-0.01	1.03
5Y Beta	0.10	0.93
P/E Ratio	N/A	22.99
Forward P/E	N/A	16.68
5Y Dividends CAGR	N/A	12.38%
5Y EPS CAGR	N/A	19.96%
Debt to Equity	N/A	61.29%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	3.91

Net Assets

Winner

BDBT

$448M

VFQY

$448M

Expense Ratio

BDBT

0.23%

Winner

VFQY

0.13%

Max Drawdown

Winner

BDBT

3.60%

VFQY

37.66%

Sharpe Ratio

BDBT

-0.01

Winner

VFQY

1.03

5Y Beta

Winner

BDBT

0.10

VFQY

0.93

P/E Ratio

BDBT

N/A

VFQY

22.99

Forward P/E

BDBT

N/A

VFQY

16.68

5Y Dividends CAGR

BDBT

N/A

VFQY

12.38%

5Y EPS CAGR

BDBT

N/A

VFQY

19.96%

Debt to Equity

BDBT

N/A

VFQY

61.29%

P/S Ratio

BDBT

N/A

VFQY

1.83

P/B Ratio

BDBT

N/A

VFQY

3.91

BDBT vs VFQY - Historical Returns

Returns include dividend reinvestment.

Period	BDBT	VFQY
1 month	-0.31%	+1.79%
3 months	-1.22%	+4.86%
6 months	-0.04%	+6.59%
1 year	+3.40%	+18.37%
5 years(CAGR)	N/A	+8.18%
10 years(CAGR)	N/A	+11.01%
Max(CAGR)	+3.58%	+11.01%

BDBT

-0.31%

Winner

VFQY

+1.79%

BDBT

-1.22%

Winner

VFQY

+4.86%

BDBT

-0.04%

Winner

VFQY

+6.59%

BDBT

+3.40%

Winner

VFQY

+18.37%

5Y(CAGR)

BDBT

N/A

VFQY

+8.18%

10Y(CAGR)

BDBT

N/A

VFQY

+11.01%

Max(CAGR)

BDBT

+3.58%

Winner

VFQY

+11.01%

BDBT vs VFQY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BDBT	VFQY
2026	-0.19%	+6.33%
2025	+3.68%	+10.45%
2024	N/A	+13.50%
2023	N/A	+23.09%
2022	N/A	-15.77%
2021	N/A	+29.41%
2020	N/A	+16.57%
2019	N/A	+24.76%
2018	N/A	-7.84%

BDBT vs VFQY 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 VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The current BDBT drawdown is -2.06%. The current VFQY drawdown is -1.64%.

Rank	BDBT	VFQY
#1	-2.88% Feb 27, 2026 - May 19, 2026	-37.41% Jan 16, 2020 - Sep 2, 2020
#2	-1.03% Jun 30, 2025 - Aug 1, 2025	-25.93% Nov 16, 2021 - Dec 14, 2023
#3	-1.02% Oct 27, 2025 - Nov 26, 2025	-23.84% Aug 29, 2018 - Dec 12, 2019
#4	-0.99% Nov 26, 2025 - Feb 10, 2026	-20.67% Dec 4, 2024 - Aug 13, 2025
#5	-0.91% Sep 16, 2025 - Oct 13, 2025	-9.35% Sep 2, 2020 - Oct 9, 2020
#6	-0.51% Aug 13, 2025 - Aug 22, 2025	-9.12% Feb 6, 2026 - May 5, 2026
#7	-0.39% Aug 5, 2025 - Aug 13, 2025	-7.85% Jul 16, 2024 - Aug 23, 2024
#8	-0.36% Aug 28, 2025 - Sep 3, 2025	-6.96% Oct 12, 2020 - Nov 5, 2020
#9	-0.23% Feb 10, 2026 - Feb 12, 2026	-6.84% Mar 12, 2018 - May 16, 2018
#10	-0.21% Jun 26, 2025 - Jun 30, 2025	-6.49% Mar 28, 2024 - Jul 11, 2024
#11	-0.20% Oct 22, 2025 - Oct 27, 2025	-5.80% Oct 27, 2025 - Dec 3, 2025
#12	-0.16% Feb 13, 2026 - Feb 23, 2026	-5.13% Sep 2, 2021 - Oct 21, 2021
#13	-0.14% Jun 24, 2025 - Jun 26, 2025	-4.79% Mar 15, 2021 - Apr 5, 2021
#14	-0.14% Sep 8, 2025 - Sep 10, 2025	-4.79% May 7, 2021 - Jun 7, 2021
#15	-0.13% Aug 22, 2025 - Aug 26, 2025	-4.77% Aug 23, 2024 - Sep 19, 2024