BLUC vs CAF
Comparison between BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF) and Morgan Stanley China A Share Fund Inc (CAF, ETF).
BLUC vs CAF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLUC
$294M
Winner
CAF
$295M
Expense Ratio
BLUC
0.23%
CAF
N/A
Max Drawdown
Winner
BLUC
10.78%
CAF
84.15%
Sharpe Ratio
BLUC
1.41
Winner
CAF
1.96
5Y Beta
BLUC
1.08
Winner
CAF
0.39
5Y Dividends CAGR
BLUC
N/A
CAF
-39.05%
BLUC vs CAF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUC
+2.12%
CAF
+2.10%
3M
BLUC
+9.30%
Winner
CAF
+10.90%
6M
BLUC
+7.20%
Winner
CAF
+20.43%
1Y
BLUC
+22.71%
Winner
CAF
+47.97%
5Y(CAGR)
BLUC
N/A
CAF
-1.73%
10Y(CAGR)
BLUC
N/A
CAF
+5.64%
Max(CAGR)
Winner
BLUC
+24.04%
CAF
+9.04%
BLUC vs CAF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BLUC | CAF |
|---|---|---|
| 2026 | +7.63% | +8.72% |
| 2025 | +14.03% | +42.50% |
| 2024 | N/A | +0.52% |
| 2023 | N/A | -9.64% |
| 2022 | N/A | -31.42% |
| 2021 | N/A | -2.55% |
| 2020 | N/A | +10.91% |
| 2019 | N/A | +24.02% |
| 2018 | N/A | -15.74% |
| 2017 | N/A | +41.08% |
| 2016 | N/A | -7.41% |
| 2015 | N/A | +12.06% |
| 2014 | N/A | +38.76% |
| 2013 | N/A | -4.11% |
| 2012 | N/A | +32.20% |
| 2011 | N/A | -29.66% |
| 2010 | N/A | -8.64% |
| 2009 | N/A | +59.50% |
| 2008 | N/A | -49.62% |
| 2007 | N/A | +89.68% |
| 2006 | N/A | +54.38% |
BLUC vs CAF Drawdown Comparison
The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for CAF was -66.21%, occurring on Nov 6, 2008. Recovery took 1892 trading sessions.
The current BLUC drawdown is -3.80%. The current CAF drawdown is -8.34%.
| Rank | BLUC | CAF |
|---|---|---|
| #1 | -10.68% Jan 12, 2026 - Apr 15, 2026 | -66.21% Sep 27, 2007 - Apr 6, 2015 |
| #2 | -5.58% Oct 29, 2025 - Dec 24, 2025 | -49.04% Jun 1, 2021 - Jul 30, 2024 |
| #3 | -3.80% Jun 2, 2026 - Jun 5, 2026 | -39.21% Jun 11, 2015 - May 16, 2017 |
| #4 | -2.96% Oct 8, 2025 - Oct 24, 2025 | -33.95% Jan 26, 2018 - Dec 14, 2020 |
| #5 | -2.35% Jul 28, 2025 - Aug 8, 2025 | -18.59% Jan 3, 2007 - Apr 3, 2007 |
| #6 | -2.03% May 14, 2026 - May 26, 2026 | -13.35% Aug 13, 2007 - Aug 22, 2007 |
| #7 | -1.86% Aug 14, 2025 - Aug 27, 2025 | -11.69% May 7, 2007 - Jun 14, 2007 |
| #8 | -1.61% Sep 22, 2025 - Oct 1, 2025 | -10.34% Apr 27, 2015 - May 26, 2015 |
| #9 | -1.54% Aug 28, 2025 - Sep 9, 2025 | -9.52% Jun 20, 2017 - Sep 7, 2017 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -7.52% Jun 19, 2007 - Jul 11, 2007 |
| #11 | -0.95% Apr 17, 2026 - Apr 22, 2026 | -7.09% Sep 6, 2007 - Sep 18, 2007 |
| #12 | -0.78% Jul 3, 2025 - Jul 17, 2025 | -6.85% Aug 27, 2007 - Aug 31, 2007 |
| #13 | -0.65% Apr 27, 2026 - Apr 30, 2026 | -6.61% Oct 5, 2006 - Nov 29, 2006 |
| #14 | -0.62% Apr 22, 2026 - Apr 24, 2026 | -5.76% Jan 5, 2021 - Feb 16, 2021 |
| #15 | -0.43% Sep 15, 2025 - Sep 18, 2025 | -5.58% Oct 26, 2017 - Dec 26, 2017 |
Correlation
Correlation between BLUC and CAF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
BLUC vs CAF dividend yield comparison.
| Year | BLUC | CAF |
|---|---|---|
| 2026 | 0.09% | 0.00% |
| 2025 | 0.46% | 1.51% |
| 2024 | 0.00% | 2.63% |
| 2023 | 0.00% | 0.96% |
| 2022 | 0.00% | 0.02% |
| 2021 | 0.00% | 6.57% |
| 2020 | 0.00% | 10.40% |
| 2019 | 0.00% | 3.78% |
| 2018 | 0.00% | 9.48% |
| 2017 | 0.00% | 5.20% |
| 2016 | 0.00% | 4.69% |
| 2015 | 0.00% | 67.03% |
| 2014 | 0.00% | 5.66% |
| 2013 | 0.00% | 0.47% |
| 2012 | 0.00% | 8.48% |
| 2011 | 0.00% | 1.90% |
| 2010 | 0.00% | 6.30% |
| 2009 | 0.00% | 13.59% |
| 2008 | 0.00% | 28.65% |
| 2007 | 0.00% | 19.01% |
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