BLTD vs BSMC
Comparison between BLUEMONTE LONG TERM BOND ETF (BLTD, ETF) and BRANDES U.S. SMALL-MID CAP VALUE ETF (BSMC, ETF).
BLTD vs BSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLTD
$160M
BSMC
$159M
Expense Ratio
Winner
BLTD
0.23%
BSMC
0.71%
Max Drawdown
Winner
BLTD
6.88%
BSMC
19.72%
Sharpe Ratio
BLTD
0.02
Winner
BSMC
1.37
5Y Beta
Winner
BLTD
0.18
BSMC
0.79
P/E Ratio
BLTD
N/A
BSMC
42.33
Forward P/E
BLTD
N/A
BSMC
12.18
5Y EPS CAGR
BLTD
N/A
BSMC
-1.40%
Debt to Equity
BLTD
N/A
BSMC
64.75%
P/S Ratio
BLTD
N/A
BSMC
0.71
P/B Ratio
BLTD
N/A
BSMC
1.65
BLTD vs BSMC - Historical Returns
Returns include dividend reinvestment.
1M
BLTD
-0.43%
Winner
BSMC
+1.08%
3M
BLTD
-1.81%
Winner
BSMC
+4.16%
6M
BLTD
+0.03%
Winner
BSMC
+13.03%
1Y
BLTD
+3.98%
Winner
BSMC
+24.04%
Max(CAGR)
BLTD
+4.14%
Winner
BSMC
+18.63%
BLTD vs BSMC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BLTD | BSMC |
|---|---|---|
| 2026 | +0.17% | +10.67% |
| 2025 | +3.91% | +16.18% |
| 2024 | N/A | +10.42% |
| 2023 | N/A | +11.69% |
BLTD vs BSMC Drawdown Comparison
The maximum drawdown for BLTD was -4.80%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for BSMC was -19.14%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.
The current BLTD drawdown is -2.68%. The current BSMC drawdown is -0.29%.
| Rank | BLTD | BSMC |
|---|---|---|
| #1 | -4.80% Feb 27, 2026 - May 19, 2026 | -19.14% Nov 25, 2024 - Jul 1, 2025 |
| #2 | -2.83% Oct 28, 2025 - Feb 26, 2026 | -9.02% Mar 2, 2026 - May 6, 2026 |
| #3 | -2.25% Jul 1, 2025 - Aug 1, 2025 | -6.64% Jul 31, 2024 - Aug 29, 2024 |
| #4 | -1.23% Sep 11, 2025 - Oct 13, 2025 | -5.98% Mar 28, 2024 - May 16, 2024 |
| #5 | -1.19% Aug 5, 2025 - Sep 4, 2025 | -5.35% Oct 17, 2023 - Nov 14, 2023 |
| #6 | -0.35% Oct 22, 2025 - Oct 28, 2025 | -4.99% Jul 10, 2025 - Aug 13, 2025 |
| #7 | -0.33% Jun 26, 2025 - Jun 30, 2025 | -4.88% May 6, 2026 - May 15, 2026 |
| #8 | -0.31% Sep 8, 2025 - Sep 10, 2025 | -4.66% Oct 24, 2025 - Nov 25, 2025 |
| #9 | -0.17% Jun 24, 2025 - Jun 26, 2025 | -4.58% May 17, 2024 - Jul 16, 2024 |
| #10 | -0.11% Oct 16, 2025 - Oct 20, 2025 | -4.16% Oct 3, 2025 - Oct 23, 2025 |
| #11 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -3.79% Nov 11, 2024 - Nov 25, 2024 |
| #12 | N/A | -3.68% Aug 30, 2024 - Sep 17, 2024 |
| #13 | N/A | -3.35% Dec 26, 2023 - Feb 15, 2024 |
| #14 | N/A | -3.26% Sep 30, 2024 - Nov 6, 2024 |
| #15 | N/A | -2.95% Sep 5, 2025 - Oct 3, 2025 |
Correlation
Correlation between BLTD and BSMC is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2023 - 2026)
BLTD vs BSMC dividend yield comparison.
| Year | BLTD | BSMC |
|---|---|---|
| 2026 | 1.43% | 0.20% |
| 2025 | 2.48% | 1.17% |
| 2024 | 0.00% | 1.02% |
| 2023 | 0.00% | 0.15% |
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