BLUI vs IBUY

Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and AMPLIFY ONLINE RETAIL ETF (IBUY, ETF).

BLUI vs IBUY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLUI(ETF)	IBUY(ETF)
Net Assets	$107M	$107M
Expense Ratio	0.75%	0.65%
Max Drawdown	3.20%	73.00%
Sharpe Ratio	0.86	0.07
5Y Beta	0.16	1.18
P/E Ratio	N/A	184.20
Forward P/E	N/A	18.09
PEG Ratio	N/A	0.19
5Y Dividends CAGR	N/A	-20.25%
Debt to Equity	N/A	-14.19%
P/S Ratio	N/A	0.98
P/B Ratio	N/A	4.06

Net Assets

Winner

BLUI

$107M

IBUY

$107M

Expense Ratio

BLUI

0.75%

Winner

IBUY

0.65%

Max Drawdown

Winner

BLUI

3.20%

IBUY

73.00%

Sharpe Ratio

Winner

BLUI

0.86

IBUY

0.07

5Y Beta

Winner

BLUI

0.16

IBUY

1.18

P/E Ratio

BLUI

N/A

IBUY

184.20

Forward P/E

BLUI

N/A

IBUY

18.09

PEG Ratio

BLUI

N/A

IBUY

0.19

5Y Dividends CAGR

BLUI

N/A

IBUY

-20.25%

Debt to Equity

BLUI

N/A

IBUY

-14.19%

P/S Ratio

BLUI

N/A

IBUY

0.98

P/B Ratio

BLUI

N/A

IBUY

4.06

BLUI vs IBUY - Historical Returns

Returns include dividend reinvestment.

Period	BLUI	IBUY
1 month	+0.34%	+8.92%
3 months	+1.02%	+13.59%
6 months	+1.58%	+16.14%
1 year	+6.72%	+1.23%
5 years(CAGR)	N/A	-8.54%
10 years(CAGR)	N/A	+10.61%
Max(CAGR)	+7.36%	+11.10%

BLUI

+0.34%

Winner

IBUY

+8.92%

BLUI

+1.02%

Winner

IBUY

+13.59%

BLUI

+1.58%

Winner

IBUY

+16.14%

Winner

BLUI

+6.72%

IBUY

+1.23%

5Y(CAGR)

BLUI

N/A

IBUY

-8.54%

10Y(CAGR)

BLUI

N/A

IBUY

+10.61%

Max(CAGR)

BLUI

+7.36%

Winner

IBUY

+11.10%

BLUI vs IBUY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BLUI	IBUY
2026	+4.59%	-0.02%
2025	+3.80%	+14.69%
2024	N/A	+23.10%
2023	N/A	+36.33%
2022	N/A	-56.41%
2021	N/A	-22.13%
2020	N/A	+121.03%
2019	N/A	+28.10%
2018	N/A	-3.70%
2017	N/A	+49.12%
2016	N/A	+7.48%

BLUI vs IBUY Drawdown Comparison

The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.

The maximum drawdown for IBUY was -73.00%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current BLUI drawdown is -0.07%. The current IBUY drawdown is -46.43%.

Rank	BLUI	IBUY
#1	-2.43% Feb 27, 2026 - Apr 17, 2026	-73.00% Feb 12, 2021 - Oct 14, 2022
#2	-1.19% Sep 15, 2025 - Oct 20, 2025	-36.07% Feb 20, 2020 - May 6, 2020
#3	-0.90% Oct 27, 2025 - Nov 25, 2025	-31.37% Sep 4, 2018 - Jan 16, 2020
#4	-0.71% Nov 28, 2025 - Jan 8, 2026	-10.21% Sep 1, 2020 - Oct 8, 2020
#5	-0.68% May 6, 2026 - May 26, 2026	-9.59% Oct 13, 2020 - Nov 5, 2020
#6	-0.67% Jun 11, 2026 - Jun 25, 2026	-9.36% Apr 20, 2016 - Jul 11, 2016
#7	-0.65% Jul 2, 2025 - Jul 22, 2025	-8.51% Mar 9, 2018 - Jun 1, 2018
#8	-0.51% May 26, 2026 - Jun 11, 2026	-7.37% Jul 26, 2017 - Nov 21, 2017
#9	-0.51% Jan 16, 2026 - Feb 5, 2026	-6.93% Nov 6, 2020 - Nov 23, 2020
#10	-0.50% Jun 24, 2025 - Jun 30, 2025	-6.92% Jun 8, 2020 - Jun 18, 2020
#11	-0.50% Jul 7, 2026 - Jul 16, 2026	-6.33% Jan 26, 2018 - Feb 15, 2018
#12	-0.49% Jul 17, 2026 - Aug 4, 2026	-5.93% Jan 16, 2020 - Feb 19, 2020
#13	-0.47% Aug 4, 2025 - Aug 13, 2025	-5.55% Sep 22, 2016 - Nov 21, 2016
#14	-0.42% Apr 20, 2026 - Apr 30, 2026	-5.47% Jul 17, 2018 - Aug 31, 2018
#15	-0.39% Aug 13, 2025 - Aug 22, 2025	-5.09% Jun 18, 2018 - Jul 17, 2018

Correlation

Correlation between BLUI and IBUY is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101