BLUI vs GOEX
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and GLOBAL X GOLD EXPLORERS ETF (GOEX, ETF).
BLUI vs GOEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLUI
$105M
GOEX
$105M
Expense Ratio
BLUI
0.75%
Winner
GOEX
0.65%
Max Drawdown
Winner
BLUI
3.20%
GOEX
90.62%
Sharpe Ratio
BLUI
0.80
Winner
GOEX
0.97
5Y Beta
Winner
BLUI
0.16
GOEX
0.87
5Y Dividends CAGR
BLUI
N/A
GOEX
10.56%
BLUI vs GOEX - Historical Returns
Returns include dividend reinvestment.
1M
BLUI
+0.67%
Winner
GOEX
+2.75%
3M
Winner
BLUI
+1.10%
GOEX
-19.90%
6M
Winner
BLUI
+3.12%
GOEX
-32.30%
1Y
BLUI
+7.37%
Winner
GOEX
+53.97%
5Y(CAGR)
BLUI
N/A
GOEX
+20.35%
10Y(CAGR)
BLUI
N/A
GOEX
+11.06%
Max(CAGR)
Winner
BLUI
+7.62%
GOEX
+0.06%
BLUI vs GOEX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | GOEX |
|---|---|---|
| 2026 | +4.23% | -12.57% |
| 2025 | +3.80% | +166.88% |
| 2024 | N/A | +21.66% |
| 2023 | N/A | -1.01% |
| 2022 | N/A | -13.34% |
| 2021 | N/A | -20.10% |
| 2020 | N/A | +35.15% |
| 2019 | N/A | +35.28% |
| 2018 | N/A | -16.42% |
| 2017 | N/A | +9.64% |
| 2016 | N/A | +72.97% |
| 2015 | N/A | -12.97% |
| 2014 | N/A | -12.18% |
| 2013 | N/A | -63.77% |
| 2012 | N/A | -31.44% |
| 2011 | N/A | -41.71% |
| 2010 | N/A | +14.53% |
BLUI vs GOEX Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for GOEX was -88.82%, occurring on Jul 23, 2015. Recovery took 3697 trading sessions.
The current BLUI drawdown is -0.16%. The current GOEX drawdown is -36.00%.
| Rank | BLUI | GOEX |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -88.82% Apr 8, 2011 - Dec 19, 2025 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -39.87% Mar 2, 2026 - Jul 20, 2026 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -19.44% Jan 28, 2026 - Feb 26, 2026 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -15.09% Dec 31, 2010 - Apr 8, 2011 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -10.10% Nov 8, 2010 - Nov 30, 2010 |
| #6 | -0.67% Jun 11, 2026 - Jun 25, 2026 | -7.40% Dec 26, 2025 - Jan 6, 2026 |
| #7 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -5.20% Dec 6, 2010 - Dec 28, 2010 |
| #8 | -0.51% May 26, 2026 - Jun 11, 2026 | -1.91% Jan 6, 2026 - Jan 12, 2026 |
| #9 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -1.65% Dec 23, 2025 - Dec 26, 2025 |
| #10 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -1.64% Dec 28, 2010 - Dec 31, 2010 |
| #11 | -0.50% Jul 7, 2026 - Jul 16, 2026 | -1.24% Jan 20, 2026 - Jan 22, 2026 |
| #12 | -0.49% Jul 17, 2026 - Jul 23, 2026 | -0.59% Jan 15, 2026 - Jan 20, 2026 |
| #13 | -0.47% Aug 4, 2025 - Aug 13, 2025 | N/A |
| #14 | -0.42% Apr 20, 2026 - Apr 30, 2026 | N/A |
| #15 | -0.39% Aug 13, 2025 - Aug 22, 2025 | N/A |
Correlation
Correlation between BLUI and GOEX is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2011 - 2026)
BLUI vs GOEX dividend yield comparison.
| Year | BLUI | GOEX |
|---|---|---|
| 2026 | 2.17% | 0.13% |
| 2025 | 2.91% | 2.08% |
| 2024 | 0.00% | 2.46% |
| 2023 | 0.00% | 0.05% |
| 2022 | 0.00% | 1.04% |
| 2021 | 0.00% | 2.35% |
| 2020 | 0.00% | 2.62% |
| 2019 | 0.00% | 1.60% |
| 2016 | 0.00% | 38.91% |
| 2015 | 0.00% | 11.70% |
| 2014 | 0.00% | 0.13% |
| 2012 | 0.00% | 4.92% |
| 2011 | 0.00% | 2.36% |
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