BLTD vs MVV

Comparison between BLUEMONTE LONG TERM BOND ETF (BLTD, ETF) and PROSHARES ULTRA MIDCAP400 (MVV, ETF).

BLTD vs MVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLTD(ETF)	MVV(ETF)
Net Assets	$160M	$160M
Expense Ratio	0.23%	N/A
Max Drawdown	6.88%	86.35%
Sharpe Ratio	0.02	1.16
5Y Beta	0.18	2.01
P/E Ratio	N/A	25.45
Forward P/E	N/A	16.21
5Y Dividends CAGR	N/A	34.85%
Debt to Equity	N/A	49.07%
P/S Ratio	N/A	1.52
P/B Ratio	N/A	2.58

Net Assets

BLTD

$160M

Winner

MVV

$160M

Expense Ratio

BLTD

0.23%

MVV

N/A

Max Drawdown

Winner

BLTD

6.88%

MVV

86.35%

Sharpe Ratio

BLTD

0.02

Winner

MVV

1.16

5Y Beta

Winner

BLTD

0.18

MVV

2.01

P/E Ratio

BLTD

N/A

MVV

25.45

Forward P/E

BLTD

N/A

MVV

16.21

5Y Dividends CAGR

BLTD

N/A

MVV

34.85%

Debt to Equity

BLTD

N/A

MVV

49.07%

P/S Ratio

BLTD

N/A

MVV

1.52

P/B Ratio

BLTD

N/A

MVV

2.58

BLTD vs MVV - Historical Returns

Returns include dividend reinvestment.

Period	BLTD	MVV
1 month	-0.43%	+1.43%
3 months	-1.81%	+15.77%
6 months	+0.03%	+24.46%
1 year	+3.98%	+40.61%
5 years(CAGR)	N/A	+6.26%
10 years(CAGR)	N/A	+13.18%
Max(CAGR)	+4.14%	+11.38%

BLTD

-0.43%

Winner

MVV

+1.43%

BLTD

-1.81%

Winner

MVV

+15.77%

BLTD

+0.03%

Winner

MVV

+24.46%

BLTD

+3.98%

Winner

MVV

+40.61%

5Y(CAGR)

BLTD

N/A

MVV

+6.26%

10Y(CAGR)

BLTD

N/A

MVV

+13.18%

Max(CAGR)

BLTD

+4.14%

Winner

MVV

+11.38%

BLTD vs MVV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BLTD	MVV
2026	+0.17%	+21.18%
2025	+3.91%	+4.14%
2024	N/A	+18.77%
2023	N/A	+23.70%
2022	N/A	-32.28%
2021	N/A	+53.56%
2020	N/A	+5.89%
2019	N/A	+50.98%
2018	N/A	-26.72%
2017	N/A	+29.39%
2016	N/A	+43.69%
2015	N/A	-7.38%
2014	N/A	+18.60%
2013	N/A	+62.98%
2012	N/A	+31.00%
2011	N/A	-14.88%
2010	N/A	+47.37%
2009	N/A	+60.56%
2008	N/A	-67.39%
2007	N/A	+3.93%
2006	N/A	+14.49%

BLTD vs MVV 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 MVV was -85.56%, occurring on Mar 9, 2009. Recovery took 1487 trading sessions.

The current BLTD drawdown is -2.68%. The current MVV drawdown is -2.05%.

Rank	BLTD	MVV
#1	-4.80% Feb 27, 2026 - May 19, 2026	-85.56% Jun 4, 2007 - Apr 30, 2013
#2	-2.83% Oct 28, 2025 - Feb 26, 2026	-69.19% Feb 20, 2020 - Dec 15, 2020
#3	-2.25% Jul 1, 2025 - Aug 1, 2025	-45.52% Nov 16, 2021 - Nov 6, 2024
#4	-1.23% Sep 11, 2025 - Oct 13, 2025	-44.80% Nov 25, 2024 - Feb 6, 2026
#5	-1.19% Aug 5, 2025 - Sep 4, 2025	-42.33% Aug 29, 2018 - Jan 16, 2020
#6	-0.35% Oct 22, 2025 - Oct 28, 2025	-36.76% Jun 23, 2015 - Aug 5, 2016
#7	-0.33% Jun 26, 2025 - Jun 30, 2025	-20.79% Jul 1, 2014 - Nov 24, 2014
#8	-0.31% Sep 8, 2025 - Sep 10, 2025	-18.80% Jan 26, 2018 - Jul 9, 2018
#9	-0.17% Jun 24, 2025 - Jun 26, 2025	-17.68% Feb 20, 2026 - Apr 17, 2026
#10	-0.11% Oct 16, 2025 - Oct 20, 2025	-14.87% Jul 3, 2006 - Oct 12, 2006
#11	-0.08% Oct 14, 2025 - Oct 16, 2025	-14.25% May 7, 2021 - Oct 20, 2021
#12	N/A	-14.24% May 21, 2013 - Jul 11, 2013
#13	N/A	-14.10% Feb 22, 2007 - Apr 16, 2007
#14	N/A	-13.90% Jan 22, 2014 - Feb 26, 2014
#15	N/A	-12.88% Sep 7, 2016 - Nov 14, 2016

Correlation

Correlation between BLTD and MVV is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2006 - 2026)

BLTD vs MVV dividend yield comparison.

Year	BLTD	MVV
2026	1.43%	0.13%
2025	2.48%	0.77%
2024	0.00%	0.39%
2023	0.00%	0.77%
2022	0.00%	0.93%
2021	0.00%	0.16%
2020	0.00%	0.29%
2019	0.00%	0.62%
2018	0.00%	0.62%
2017	0.00%	0.21%
2016	0.00%	0.43%
2015	0.00%	0.17%
2012	0.00%	0.06%
2010	0.00%	0.07%
2009	0.00%	0.34%
2008	0.00%	1.51%
2007	0.00%	5.74%
2006	0.00%	5.53%