BLST vs SPWO
Comparison between BLUEMONTE SHORT TERM BOND ETF (BLST, ETF) and SP FUNDS S&P WORLD (EX-US) ETF (SPWO, ETF).
BLST vs SPWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLST
$156M
SPWO
$156M
Expense Ratio
Winner
BLST
0.23%
SPWO
0.55%
Max Drawdown
Winner
BLST
2.24%
SPWO
18.57%
Sharpe Ratio
BLST
-0.25
Winner
SPWO
1.55
5Y Beta
Winner
BLST
0.05
SPWO
0.90
BLST vs SPWO - Historical Returns
Returns include dividend reinvestment.
1M
BLST
-0.14%
Winner
SPWO
+2.11%
3M
BLST
-0.59%
Winner
SPWO
+12.16%
6M
BLST
+0.42%
Winner
SPWO
+20.96%
1Y
BLST
+2.95%
Winner
SPWO
+38.72%
Max(CAGR)
BLST
+3.11%
Winner
SPWO
+24.16%
BLST vs SPWO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BLST | SPWO |
|---|---|---|
| 2026 | +0.05% | +17.06% |
| 2025 | +2.88% | +26.79% |
| 2024 | N/A | +10.96% |
| 2023 | N/A | +2.96% |
BLST vs SPWO Drawdown Comparison
The maximum drawdown for BLST was -1.69%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPWO was -18.02%, occurring on Apr 8, 2025. Recovery took 164 trading sessions.
The current BLST drawdown is -1.10%. The current SPWO drawdown is -6.70%.
| Rank | BLST | SPWO |
|---|---|---|
| #1 | -1.69% Feb 27, 2026 - Mar 26, 2026 | -18.02% Oct 7, 2024 - Jun 4, 2025 |
| #2 | -0.54% Oct 27, 2025 - Nov 24, 2025 | -13.75% Feb 25, 2026 - Apr 24, 2026 |
| #3 | -0.50% Jun 30, 2025 - Jul 22, 2025 | -9.89% Jul 12, 2024 - Sep 24, 2024 |
| #4 | -0.45% Sep 16, 2025 - Oct 2, 2025 | -6.75% Oct 6, 2025 - Jan 2, 2026 |
| #5 | -0.35% Nov 26, 2025 - Dec 18, 2025 | -6.70% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -0.32% Jan 14, 2026 - Jan 30, 2026 | -6.32% Mar 7, 2024 - May 7, 2024 |
| #7 | -0.26% Aug 13, 2025 - Aug 22, 2025 | -4.78% Jul 23, 2025 - Sep 8, 2025 |
| #8 | -0.22% Aug 4, 2025 - Aug 13, 2025 | -4.24% May 11, 2026 - May 26, 2026 |
| #9 | -0.21% Jun 24, 2025 - Jun 26, 2025 | -4.00% Dec 29, 2023 - Feb 8, 2024 |
| #10 | -0.18% Jul 29, 2025 - Aug 1, 2025 | -3.83% Jun 12, 2025 - Jun 27, 2025 |
| #11 | -0.18% Jul 22, 2025 - Jul 29, 2025 | -3.39% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -0.16% Dec 29, 2025 - Jan 14, 2026 | -3.17% May 22, 2024 - Jul 5, 2024 |
| #13 | -0.16% Oct 2, 2025 - Oct 10, 2025 | -2.23% Feb 9, 2024 - Feb 15, 2024 |
| #14 | -0.16% Dec 18, 2025 - Dec 26, 2025 | -2.09% Jan 15, 2026 - Jan 22, 2026 |
| #15 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -2.09% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between BLST and SPWO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2024 - 2026)
BLST vs SPWO dividend yield comparison.
| Year | BLST | SPWO |
|---|---|---|
| 2026 | 1.25% | 0.39% |
| 2025 | 2.11% | 1.29% |
| 2024 | 0.00% | 1.24% |
Select Stocks to Compare
Popular: BLST vs SPYSPWO vs SPY
More Comparisons
Compare with similar stocks