BLGR vs PIO
Comparison between BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF) and INVESCO GLOBAL WATER ETF (PIO, ETF).
BLGR vs PIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLGR
$275M
Winner
PIO
$275M
Expense Ratio
Winner
BLGR
0.24%
PIO
0.75%
Max Drawdown
Winner
BLGR
14.17%
PIO
65.37%
Sharpe Ratio
Winner
BLGR
0.77
PIO
-0.28
5Y Beta
BLGR
1.24
Winner
PIO
0.75
P/E Ratio
BLGR
N/A
PIO
25.74
Forward P/E
BLGR
N/A
PIO
19.75
PEG Ratio
BLGR
N/A
PIO
1.59
5Y Dividends CAGR
BLGR
N/A
PIO
10.89%
Debt to Equity
BLGR
N/A
PIO
42.47%
P/S Ratio
BLGR
N/A
PIO
3.28
P/B Ratio
BLGR
N/A
PIO
3.32
BLGR vs PIO - Holdings Comparison
BLGR and PIO have 0 common holdings. Overlap is 0.00%
BLGR's top 25 holdings weight is 99.23%. PIO's top 25 holdings weight is 92.62%.
| Rank | BLGR | PIO |
|---|---|---|
| #1 | STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.20% | ROPER TECHNOLOGIES INC (ROP) - 8.56% |
| #2 | SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.55% | ECOLAB INC (ECL) - 8.35% |
| #3 | VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.47% | PENTAIR PLC (PNR) - 8.24% |
| #4 | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 9.01% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO (n/a) - 7.04% |
| #5 | N/A | EBARA CORP (n/a) - 7.03% |
| #6 | N/A | VEOLIA ENVIRONNEMENT SA (n/a) - 4.03% |
| #7 | N/A | FERGUSON ENTERPRISES INC (FERG) - 3.89% |
| #8 | N/A | IDEXX LABORATORIES INC (IDXX) - 3.88% |
| #9 | N/A | WATERS CORP (WAT) - 3.85% |
| #10 | N/A | GEBERIT AG (n/a) - 3.82% |
| #11 | N/A | COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 3.71% |
| #12 | N/A | XYLEM INC (XYL) - 2.97% |
| #13 | N/A | AMERICAN WATER WORKS CO INC (AWK) - 2.80% |
| #14 | N/A | AGILENT TECHNOLOGIES INC (A) - 2.75% |
| #15 | N/A | HALMA PLC (n/a) - 2.35% |
| #16 | N/A | STANTEC INC (STN) - 2.31% |
| #17 | N/A | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 2.19% |
| #18 | N/A | VERALTO CORP (VLTO) - 2.17% |
| #19 | N/A | GEA GROUP AG (n/a) - 1.96% |
| #20 | N/A | KURITA WATER INDUSTRIES LTD (n/a) - 1.93% |
| #21 | N/A | BELIMO HOLDING AG (n/a) - 1.92% |
| #22 | N/A | SEVERN TRENT PLC (n/a) - 1.85% |
| #23 | N/A | ORGANO CORP (n/a) - 1.75% |
| #24 | N/A | IDEX CORP (IEX) - 1.70% |
| #25 | N/A | COWAY (n/a) - 1.57% |
| Total Holdings | 4 | 51 |
BLGR vs PIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLGR
+0.19%
PIO
-0.24%
3M
Winner
BLGR
+3.65%
PIO
-4.62%
6M
Winner
BLGR
+6.13%
PIO
-6.49%
1Y
Winner
BLGR
+15.44%
PIO
-2.02%
5Y(CAGR)
BLGR
N/A
PIO
+2.25%
10Y(CAGR)
BLGR
N/A
PIO
+8.42%
Max(CAGR)
Winner
BLGR
+21.02%
PIO
+4.34%
BLGR vs PIO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BLGR | PIO |
|---|---|---|
| 2026 | +6.13% | -0.83% |
| 2025 | +16.11% | +14.88% |
| 2024 | N/A | +0.77% |
| 2023 | N/A | +21.34% |
| 2022 | N/A | -23.40% |
| 2021 | N/A | +26.12% |
| 2020 | N/A | +13.96% |
| 2019 | N/A | +35.07% |
| 2018 | N/A | -9.66% |
| 2017 | N/A | +26.39% |
| 2016 | N/A | +1.84% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +2.10% |
| 2013 | N/A | +28.16% |
| 2012 | N/A | +14.11% |
| 2011 | N/A | -21.57% |
| 2010 | N/A | +9.36% |
| 2009 | N/A | +36.58% |
| 2008 | N/A | -44.55% |
| 2007 | N/A | +0.08% |
BLGR vs PIO Drawdown Comparison
The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The maximum drawdown for PIO was -64.88%, occurring on Mar 9, 2009. Recovery took 1661 trading sessions.
The current BLGR drawdown is -5.38%. The current PIO drawdown is -9.28%.
| Rank | BLGR | PIO |
|---|---|---|
| #1 | -14.08% Oct 29, 2025 - Apr 17, 2026 | -64.88% Oct 31, 2007 - Jun 9, 2014 |
| #2 | -6.50% Jun 1, 2026 - Jun 10, 2026 | -35.76% Feb 19, 2020 - Sep 2, 2020 |
| #3 | -3.11% Oct 8, 2025 - Oct 24, 2025 | -34.27% Dec 29, 2021 - Mar 28, 2024 |
| #4 | -2.82% May 14, 2026 - May 28, 2026 | -26.33% May 21, 2015 - Sep 8, 2017 |
| #5 | -2.35% Aug 14, 2025 - Aug 28, 2025 | -17.09% May 15, 2024 - May 15, 2025 |
| #6 | -2.17% Jul 28, 2025 - Aug 6, 2025 | -16.95% Jan 22, 2018 - Mar 13, 2019 |
| #7 | -1.97% Sep 22, 2025 - Oct 6, 2025 | -16.14% Jul 13, 2007 - Oct 29, 2007 |
| #8 | -1.94% Aug 28, 2025 - Sep 8, 2025 | -13.88% Jun 20, 2014 - May 14, 2015 |
| #9 | -1.10% Apr 17, 2026 - Apr 22, 2026 | -13.15% Feb 26, 2026 - Mar 27, 2026 |
| #10 | -1.07% Apr 27, 2026 - May 1, 2026 | -9.89% Sep 2, 2021 - Dec 29, 2021 |
| #11 | -0.97% Apr 22, 2026 - Apr 24, 2026 | -7.14% Mar 28, 2024 - May 15, 2024 |
| #12 | -0.92% Jun 30, 2025 - Jul 3, 2025 | -6.54% Jan 8, 2021 - Apr 1, 2021 |
| #13 | -0.85% Jul 3, 2025 - Jul 9, 2025 | -6.20% Oct 24, 2025 - Jan 15, 2026 |
| #14 | -0.57% Sep 15, 2025 - Sep 18, 2025 | -5.98% May 3, 2019 - Jun 20, 2019 |
| #15 | -0.55% Oct 6, 2025 - Oct 8, 2025 | -5.80% Oct 12, 2020 - Nov 5, 2020 |
Correlation
Correlation between BLGR and PIO is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.
0.07
-101
Dividend Comparison (2008 - 2026)
BLGR vs PIO dividend yield comparison.
| Year | BLGR | PIO |
|---|---|---|
| 2026 | 0.18% | 0.80% |
| 2025 | 0.17% | 1.04% |
| 2024 | 0.00% | 0.78% |
| 2023 | 0.00% | 0.84% |
| 2022 | 0.00% | 1.02% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 0.88% |
| 2019 | 0.00% | 1.20% |
| 2018 | 0.00% | 2.00% |
| 2017 | 0.00% | 1.00% |
| 2016 | 0.00% | 1.45% |
| 2015 | 0.00% | 1.63% |
| 2014 | 0.00% | 1.42% |
| 2013 | 0.00% | 1.50% |
| 2012 | 0.00% | 1.82% |
| 2011 | 0.00% | 1.63% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 1.27% |
| 2008 | 0.00% | 1.38% |
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