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BLUC vs RGLO

Comparison between BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF) and RUSSELL INVESTMENTS GLOBAL EQUITY ETF (RGLO, ETF).

BLUC vs RGLO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BLUC
$331M
RGLO
$330M
Expense Ratio
Winner
BLUC
0.23%
RGLO
0.49%
Max Drawdown
BLUC
10.78%
Winner
RGLO
9.61%
Sharpe Ratio
BLUC
1.37
Winner
RGLO
1.52
5Y Beta
BLUC
1.07
Winner
RGLO
1.01
P/E Ratio
BLUC
N/A
RGLO
27.58
Forward P/E
BLUC
N/A
RGLO
21.19
PEG Ratio
BLUC
N/A
RGLO
0.50
P/S Ratio
BLUC
N/A
RGLO
0.14
P/B Ratio
BLUC
N/A
RGLO
6.10

BLUC vs RGLO - Holdings Comparison

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

BLUC's top 25 holdings weight is 99.38%. RGLO's top 25 holdings weight is 43.50%.

RankBLUCRGLO
#1
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 39.84%
S&P500 EMINI FUT JUN26 XCME 20260618 (n/a) - 8.06%
#2
VANGUARD GROWTH ETF (VUG) - 35.06%
NVIDIA CORP (NVDA) - 4.77%
#3
ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB) - 19.71%
APPLE INC (AAPL) - 4.10%
#4
VANGUARD VALUE ETF (VTV) - 4.77%
ALPHABET INC CLASS C (GOOG) - 3.10%
#5N/A
AMAZON.COM INC (AMZN) - 2.90%
#6N/A
MICROSOFT CORP (MSFT) - 2.67%
#7N/A
BROADCOM INC (AVGO) - 1.83%
#8N/A
META PLATFORMS INC CLASS A (META) - 1.76%
#9N/A
n/a (TSM) - 1.48%
#10N/A
ALPHABET INC CLASS A (GOOGL) - 1.37%
#11N/A
S&P/TSX 60 IX FUT JUN26 XMOD 20260618 (n/a) - 1.32%
#12N/A
US DOLLAR (n/a) - 1.20%
#13N/A
APPLIED MATERIALS INC (AMAT) - 1.09%
#14N/A
SAMSUNG ELECTRONICS CO LTD (n/a) - 0.95%
#15N/A
E-MINI RUSS 2000 JUN26 XCME 20260618 (n/a) - 0.91%
#16N/A
ELI LILLY AND CO (LLY) - 0.91%
#17N/A
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.86%
#18N/A
MICRON TECHNOLOGY INC (MU) - 0.83%
#19N/A
UNITEDHEALTH GROUP INC (UNH) - 0.82%
#20N/A
JPMORGAN CHASE & CO (JPM) - 0.74%
#21N/A
CITIGROUP INC (C) - 0.37%
#22N/A
VERTEX PHARMACEUTICALS INC (VRTX) - 0.37%
#23N/A
GE AEROSPACE (GE) - 0.37%
#24N/A
UBER TECHNOLOGIES INC (UBER) - 0.36%
#25N/A
WALMART INC (WMT) - 0.36%
Total Holdings4335

BLUC vs RGLO - Historical Returns

Returns include dividend reinvestment.

1M
BLUC
+0.04%
Winner
RGLO
+0.77%
3M
Winner
BLUC
+11.82%
RGLO
+10.16%
6M
BLUC
+8.25%
Winner
RGLO
+10.14%
1Y
BLUC
+22.82%
Winner
RGLO
+25.38%
Max(CAGR)
BLUC
+23.63%
Winner
RGLO
+26.87%

BLUC vs RGLO - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBLUCRGLO
2026+7.73%+8.79%
2025+14.03%+17.38%

BLUC vs RGLO Drawdown Comparison

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

The maximum drawdown for RGLO was -9.61%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.

The current BLUC drawdown is -3.71%. The current RGLO drawdown is -2.05%.

RankBLUCRGLO
#1-10.68%
Jan 12, 2026 - Apr 15, 2026
-9.61%
Feb 26, 2026 - Apr 15, 2026
#2-5.65%
Jun 2, 2026 - Jun 10, 2026
-4.92%
Oct 29, 2025 - Dec 3, 2025
#3-5.58%
Oct 29, 2025 - Dec 24, 2025
-4.46%
Jun 1, 2026 - Jun 10, 2026
#4-2.96%
Oct 8, 2025 - Oct 24, 2025
-3.24%
Oct 6, 2025 - Oct 24, 2025
#5-2.35%
Jul 28, 2025 - Aug 8, 2025
-3.11%
Jul 24, 2025 - Aug 12, 2025
#6-2.03%
May 14, 2026 - May 26, 2026
-2.56%
Jan 12, 2026 - Jan 26, 2026
#7-1.86%
Aug 14, 2025 - Aug 27, 2025
-2.45%
Jan 27, 2026 - Feb 10, 2026
#8-1.61%
Sep 22, 2025 - Oct 1, 2025
-2.24%
May 14, 2026 - May 26, 2026
#9-1.54%
Aug 28, 2025 - Sep 9, 2025
-2.12%
Jun 10, 2025 - Jun 24, 2025
#10-1.23%
Dec 26, 2025 - Jan 9, 2026
-2.00%
Dec 11, 2025 - Dec 22, 2025
#11-0.95%
Apr 17, 2026 - Apr 22, 2026
-1.65%
Apr 17, 2026 - May 1, 2026
#12-0.78%
Jul 3, 2025 - Jul 17, 2025
-1.47%
Sep 22, 2025 - Oct 1, 2025
#13-0.65%
Apr 27, 2026 - Apr 30, 2026
-1.41%
Aug 28, 2025 - Sep 8, 2025
#14-0.62%
Apr 22, 2026 - Apr 24, 2026
-1.25%
Aug 14, 2025 - Aug 22, 2025
#15-0.43%
Sep 15, 2025 - Sep 18, 2025
-1.14%
Feb 11, 2026 - Feb 20, 2026

Correlation

Correlation between BLUC and RGLO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2025 - 2026)

BLUC vs RGLO dividend yield comparison.

YearBLUCRGLO
20260.09%0.00%
20250.46%0.63%

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