BLUC vs IQSU

Comparison between BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).

BLUC vs IQSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLUC(ETF)	IQSU(ETF)
Net Assets	$331M	$332M
Expense Ratio	0.23%	0.09%
Max Drawdown	10.78%	31.29%
Sharpe Ratio	1.37	1.50
5Y Beta	1.07	0.99
P/E Ratio	N/A	29.78
Forward P/E	N/A	22.91
PEG Ratio	N/A	0.61
5Y Dividends CAGR	N/A	18.07%
5Y EPS CAGR	N/A	18.18%
Debt to Equity	N/A	46.30%
P/S Ratio	N/A	3.82
P/B Ratio	N/A	6.64

Net Assets

BLUC

$331M

Winner

IQSU

$332M

Expense Ratio

BLUC

0.23%

Winner

IQSU

0.09%

Max Drawdown

Winner

BLUC

10.78%

IQSU

31.29%

Sharpe Ratio

BLUC

1.37

Winner

IQSU

1.50

5Y Beta

BLUC

1.07

Winner

IQSU

0.99

P/E Ratio

BLUC

N/A

IQSU

29.78

Forward P/E

BLUC

N/A

IQSU

22.91

PEG Ratio

BLUC

N/A

IQSU

0.61

5Y Dividends CAGR

BLUC

N/A

IQSU

18.07%

5Y EPS CAGR

BLUC

N/A

IQSU

18.18%

Debt to Equity

BLUC

N/A

IQSU

46.30%

P/S Ratio

BLUC

N/A

IQSU

3.82

P/B Ratio

BLUC

N/A

IQSU

6.64

BLUC vs IQSU - Holdings Comparison

BLUC and IQSU have 0 common holdings. Overlap is 0.00%

BLUC's top 25 holdings weight is 99.38%. IQSU's top 25 holdings weight is 56.17%.

Rank	BLUC	IQSU
#1	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 39.84%	APPLE INC (AAPL) - 10.46%
#2	VANGUARD GROWTH ETF (VUG) - 35.06%	ALPHABET INC CLASS A (GOOGL) - 5.81%
#3	ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB) - 19.71%	AMAZON.COM INC (AMZN) - 5.14%
#4	VANGUARD VALUE ETF (VTV) - 4.77%	ALPHABET INC CLASS C (GOOG) - 4.90%
#5	N/A	MICROSOFT CORP (MSFT) - 4.62%
#6	N/A	MICRON TECHNOLOGY INC (MU) - 3.82%
#7	N/A	TESLA INC (TSLA) - 3.63%
#8	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.61%
#9	N/A	VISA INC CLASS A (V) - 1.56%
#10	N/A	INTEL CORP (INTC) - 1.50%
#11	N/A	CISCO SYSTEMS INC (CSCO) - 1.47%
#12	N/A	LAM RESEARCH CORP (LRCX) - 1.33%
#13	N/A	APPLIED MATERIALS INC (AMAT) - 1.21%
#14	N/A	MASTERCARD INC CLASS A (MA) - 1.10%
#15	N/A	GE AEROSPACE (GE) - 0.99%
#16	N/A	PROCTER & GAMBLE CO (PG) - 0.98%
#17	N/A	BANK OF AMERICA CORP (BAC) - 0.97%
#18	N/A	THE HOME DEPOT INC (HD) - 0.91%
#19	N/A	KLA CORP (KLAC) - 0.85%
#20	N/A	TEXAS INSTRUMENTS INC (TXN) - 0.84%
#21	N/A	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.31%
#22	N/A	HOWMET AEROSPACE INC (HWM) - 0.30%
#23	N/A	BANK OF NEW YORK MELLON CORP (BNY) - 0.29%
#24	N/A	STRYKER CORP (SYK) - 0.29%
#25	N/A	SYNOPSYS INC (SNPS) - 0.28%
Total Holdings	4	228

BLUC vs IQSU - Historical Returns

Returns include dividend reinvestment.

Period	BLUC	IQSU
1 month	+0.04%	+2.23%
3 months	+11.82%	+16.96%
6 months	+8.25%	+11.98%
1 year	+22.82%	+27.18%
5 years(CAGR)	N/A	+12.47%
Max(CAGR)	+23.63%	+16.05%

BLUC

+0.04%

Winner

IQSU

+2.23%

BLUC

+11.82%

Winner

IQSU

+16.96%

BLUC

+8.25%

Winner

IQSU

+11.98%

BLUC

+22.82%

Winner

IQSU

+27.18%

5Y(CAGR)

BLUC

N/A

IQSU

+12.47%

Max(CAGR)

Winner

BLUC

+23.63%

IQSU

+16.05%

BLUC vs IQSU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BLUC	IQSU
2026	+7.73%	+12.28%
2025	+14.03%	+15.28%
2024	N/A	+18.08%
2023	N/A	+33.53%
2022	N/A	-22.45%
2021	N/A	+32.44%
2020	N/A	+27.07%
2019	N/A	+1.24%

BLUC vs IQSU Drawdown Comparison

The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current BLUC drawdown is -3.71%. The current IQSU drawdown is -1.44%.

Rank	BLUC	IQSU
#1	-10.68% Jan 12, 2026 - Apr 15, 2026	-31.29% Feb 19, 2020 - Jul 10, 2020
#2	-5.65% Jun 2, 2026 - Jun 10, 2026	-26.76% Dec 29, 2021 - Dec 12, 2023
#3	-5.58% Oct 29, 2025 - Dec 24, 2025	-20.96% Dec 11, 2024 - Jul 22, 2025
#4	-2.96% Oct 8, 2025 - Oct 24, 2025	-11.18% Jan 28, 2026 - Apr 17, 2026
#5	-2.35% Jul 28, 2025 - Aug 8, 2025	-10.04% Sep 2, 2020 - Nov 25, 2020
#6	-2.03% May 14, 2026 - May 26, 2026	-9.07% Jul 16, 2024 - Sep 19, 2024
#7	-1.86% Aug 14, 2025 - Aug 27, 2025	-5.96% Feb 12, 2021 - Apr 1, 2021
#8	-1.61% Sep 22, 2025 - Oct 1, 2025	-5.92% Sep 3, 2021 - Oct 21, 2021
#9	-1.54% Aug 28, 2025 - Sep 9, 2025	-5.59% Oct 27, 2025 - Dec 10, 2025
#10	-1.23% Dec 26, 2025 - Jan 9, 2026	-5.09% Mar 28, 2024 - May 14, 2024
#11	-0.95% Apr 17, 2026 - Apr 22, 2026	-4.21% May 7, 2021 - Jun 10, 2021
#12	-0.78% Jul 3, 2025 - Jul 17, 2025	-4.17% Jun 4, 2026 - Jun 10, 2026
#13	-0.65% Apr 27, 2026 - Apr 30, 2026	-3.98% Dec 10, 2021 - Dec 23, 2021
#14	-0.62% Apr 22, 2026 - Apr 24, 2026	-3.45% Nov 19, 2021 - Dec 8, 2021
#15	-0.43% Sep 15, 2025 - Sep 18, 2025	-3.41% Oct 6, 2025 - Oct 20, 2025