BLTD vs VSMV

Comparison between BLUEMONTE LONG TERM BOND ETF (BLTD, ETF) and VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF (VSMV, ETF).

BLTD vs VSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLTD(ETF)	VSMV(ETF)
Net Assets	$153M	$153M
Expense Ratio	0.23%	0.35%
Max Drawdown	6.88%	31.45%
Sharpe Ratio	0.07	1.97
5Y Beta	0.18	0.58
P/E Ratio	N/A	19.66
Forward P/E	N/A	16.80
PEG Ratio	N/A	0.33
5Y Dividends CAGR	N/A	3.89%
5Y EPS CAGR	N/A	18.66%
Debt to Equity	N/A	47.01%
P/S Ratio	N/A	1.63
P/B Ratio	N/A	5.05

Net Assets

BLTD

$153M

VSMV

$153M

Expense Ratio

Winner

BLTD

0.23%

VSMV

0.35%

Max Drawdown

Winner

BLTD

6.88%

VSMV

31.45%

Sharpe Ratio

BLTD

0.07

Winner

VSMV

1.97

5Y Beta

Winner

BLTD

0.18

VSMV

0.58

P/E Ratio

BLTD

N/A

VSMV

19.66

Forward P/E

BLTD

N/A

VSMV

16.80

PEG Ratio

BLTD

N/A

VSMV

0.33

5Y Dividends CAGR

BLTD

N/A

VSMV

3.89%

5Y EPS CAGR

BLTD

N/A

VSMV

18.66%

Debt to Equity

BLTD

N/A

VSMV

47.01%

P/S Ratio

BLTD

N/A

VSMV

1.63

P/B Ratio

BLTD

N/A

VSMV

5.05

BLTD vs VSMV - Historical Returns

Returns include dividend reinvestment.

Period	BLTD	VSMV
1 month	-0.01%	+0.70%
3 months	-1.72%	+2.91%
6 months	-0.49%	+8.27%
1 year	+3.74%	+24.15%
5 years(CAGR)	N/A	+11.12%
10 years(CAGR)	N/A	+12.20%
Max(CAGR)	+3.94%	+12.20%

BLTD

-0.01%

Winner

VSMV

+0.70%

BLTD

-1.72%

Winner

VSMV

+2.91%

BLTD

-0.49%

Winner

VSMV

+8.27%

BLTD

+3.74%

Winner

VSMV

+24.15%

5Y(CAGR)

BLTD

N/A

VSMV

+11.12%

10Y(CAGR)

BLTD

N/A

VSMV

+12.20%

Max(CAGR)

BLTD

+3.94%

Winner

VSMV

+12.20%

BLTD vs VSMV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BLTD	VSMV
2026	-0.06%	+7.73%
2025	+3.91%	+17.41%
2024	N/A	+15.49%
2023	N/A	+12.53%
2022	N/A	-7.18%
2021	N/A	+27.07%
2020	N/A	+5.38%
2019	N/A	+27.51%
2018	N/A	-1.12%
2017	N/A	+11.48%

BLTD vs VSMV 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 VSMV was -31.33%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The current BLTD drawdown is -2.90%. The current VSMV drawdown is -1.83%.

Rank	BLTD	VSMV
#1	-4.80% Feb 27, 2026 - May 19, 2026	-31.33% Feb 13, 2020 - Dec 16, 2020
#2	-2.83% Oct 28, 2025 - Feb 26, 2026	-17.96% Apr 8, 2022 - Jul 21, 2023
#3	-2.25% Jul 1, 2025 - Aug 1, 2025	-15.89% Oct 3, 2018 - Apr 23, 2019
#4	-1.23% Sep 11, 2025 - Oct 13, 2025	-13.22% Nov 26, 2024 - Jul 23, 2025
#5	-1.19% Aug 5, 2025 - Sep 4, 2025	-9.28% Dec 29, 2021 - Mar 29, 2022
#6	-0.35% Oct 22, 2025 - Oct 28, 2025	-7.65% Jan 29, 2018 - Aug 2, 2018
#7	-0.33% Jun 26, 2025 - Jun 30, 2025	-7.00% Jul 25, 2023 - Dec 1, 2023
#8	-0.31% Sep 8, 2025 - Sep 10, 2025	-5.34% Aug 16, 2021 - Oct 22, 2021
#9	-0.17% Jun 24, 2025 - Jun 26, 2025	-5.18% Feb 27, 2026 - Apr 30, 2026
#10	-0.11% Oct 16, 2025 - Oct 20, 2025	-5.14% Mar 28, 2024 - Jun 13, 2024
#11	-0.08% Oct 14, 2025 - Oct 16, 2025	-4.94% Jul 29, 2019 - Sep 5, 2019
#12	N/A	-4.94% Jan 26, 2021 - Mar 15, 2021
#13	N/A	-4.32% Jul 17, 2024 - Aug 16, 2024
#14	N/A	-3.49% May 6, 2019 - Jun 7, 2019
#15	N/A	-3.30% May 10, 2021 - Jul 1, 2021