BLUC vs GOVZ
Comparison between BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF) and ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF).
BLUC vs GOVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUC
$294M
GOVZ
$294M
Expense Ratio
BLUC
0.23%
Winner
GOVZ
0.10%
Max Drawdown
Winner
BLUC
10.78%
GOVZ
66.13%
Sharpe Ratio
Winner
BLUC
1.41
GOVZ
-0.07
5Y Beta
BLUC
1.08
Winner
GOVZ
0.10
5Y Dividends CAGR
BLUC
N/A
GOVZ
17.73%
BLUC vs GOVZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUC
+2.12%
GOVZ
+0.64%
3M
Winner
BLUC
+9.30%
GOVZ
-4.59%
6M
Winner
BLUC
+7.20%
GOVZ
-2.70%
1Y
Winner
BLUC
+22.71%
GOVZ
+0.84%
5Y(CAGR)
BLUC
N/A
GOVZ
-11.53%
Max(CAGR)
Winner
BLUC
+24.04%
GOVZ
-13.59%
BLUC vs GOVZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BLUC | GOVZ |
|---|---|---|
| 2026 | +7.63% | -0.69% |
| 2025 | +14.03% | -2.00% |
| 2024 | N/A | -15.35% |
| 2023 | N/A | -1.66% |
| 2022 | N/A | -38.84% |
| 2021 | N/A | -4.48% |
| 2020 | N/A | -5.61% |
BLUC vs GOVZ Drawdown Comparison
The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current BLUC drawdown is -3.80%. The current GOVZ drawdown is -56.47%.
| Rank | BLUC | GOVZ |
|---|---|---|
| #1 | -10.68% Jan 12, 2026 - Apr 15, 2026 | -59.65% Sep 24, 2020 - Oct 19, 2023 |
| #2 | -5.58% Oct 29, 2025 - Dec 24, 2025 | N/A |
| #3 | -3.80% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #4 | -2.96% Oct 8, 2025 - Oct 24, 2025 | N/A |
| #5 | -2.35% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #6 | -2.03% May 14, 2026 - May 26, 2026 | N/A |
| #7 | -1.86% Aug 14, 2025 - Aug 27, 2025 | N/A |
| #8 | -1.61% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #9 | -1.54% Aug 28, 2025 - Sep 9, 2025 | N/A |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | N/A |
| #11 | -0.95% Apr 17, 2026 - Apr 22, 2026 | N/A |
| #12 | -0.78% Jul 3, 2025 - Jul 17, 2025 | N/A |
| #13 | -0.65% Apr 27, 2026 - Apr 30, 2026 | N/A |
| #14 | -0.62% Apr 22, 2026 - Apr 24, 2026 | N/A |
| #15 | -0.43% Sep 15, 2025 - Sep 18, 2025 | N/A |
Correlation
Correlation between BLUC and GOVZ is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.07
-101
Dividend Comparison (2020 - 2026)
BLUC vs GOVZ dividend yield comparison.
| Year | BLUC | GOVZ |
|---|---|---|
| 2026 | 0.09% | 2.18% |
| 2025 | 0.46% | 5.00% |
| 2024 | 0.00% | 4.68% |
| 2023 | 0.00% | 3.83% |
| 2022 | 0.00% | 3.69% |
| 2021 | 0.00% | 1.76% |
| 2020 | 0.00% | 0.39% |
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