BLUI vs FBY
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and YIELDMAX(R) META OPTION INCOME STRATEGY ETF (FBY, ETF).
BLUI vs FBY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUI
$102M
FBY
$102M
Expense Ratio
Winner
BLUI
0.75%
FBY
1.06%
Max Drawdown
Winner
BLUI
3.20%
FBY
62.32%
Sharpe Ratio
Winner
BLUI
1.03
FBY
-0.60
5Y Beta
Winner
BLUI
0.18
FBY
1.07
BLUI vs FBY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUI
+0.27%
FBY
-5.52%
3M
Winner
BLUI
+1.97%
FBY
-11.47%
6M
Winner
BLUI
+4.10%
FBY
-11.12%
1Y
Winner
BLUI
+7.69%
FBY
-16.50%
Max(CAGR)
BLUI
+7.95%
Winner
FBY
+14.38%
BLUI vs FBY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | FBY |
|---|---|---|
| 2026 | +3.66% | -11.90% |
| 2025 | +3.80% | +0.29% |
| 2024 | N/A | +46.81% |
| 2023 | N/A | +15.47% |
BLUI vs FBY Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for FBY was -31.47%, occurring on Apr 21, 2025. Recovery took 122 trading sessions.
The current BLUI drawdown is -0.04%. The current FBY drawdown is -25.34%.
| Rank | BLUI | FBY |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -31.47% Feb 14, 2025 - Aug 12, 2025 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -29.46% Aug 12, 2025 - Mar 27, 2026 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -15.32% Apr 11, 2024 - Aug 21, 2024 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -11.24% Jul 28, 2023 - Oct 6, 2023 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -9.91% Oct 17, 2023 - Nov 13, 2023 |
| #6 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -5.26% Nov 7, 2024 - Dec 2, 2024 |
| #7 | -0.51% May 26, 2026 - Jun 11, 2026 | -5.22% Nov 22, 2023 - Dec 15, 2023 |
| #8 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -5.06% Jan 6, 2025 - Jan 23, 2025 |
| #9 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -4.87% Dec 12, 2024 - Jan 6, 2025 |
| #10 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -4.50% Feb 2, 2024 - Feb 15, 2024 |
| #11 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -3.95% Mar 7, 2024 - Mar 21, 2024 |
| #12 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -3.94% Aug 21, 2024 - Sep 12, 2024 |
| #13 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -3.30% Oct 14, 2024 - Nov 7, 2024 |
| #14 | -0.35% Jul 29, 2025 - Aug 4, 2025 | -3.12% Mar 25, 2024 - Apr 5, 2024 |
| #15 | -0.27% Apr 30, 2026 - May 6, 2026 | -3.00% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between BLUI and FBY is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2023 - 2026)
BLUI vs FBY dividend yield comparison.
| Year | BLUI | FBY |
|---|---|---|
| 2026 | 1.84% | 22.04% |
| 2025 | 2.91% | 55.43% |
| 2024 | 0.00% | 53.89% |
| 2023 | 0.00% | 8.31% |
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