BLUI vs NVII
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and REX NVDA GROWTH & INCOME ETF (NVII, ETF).
BLUI vs NVII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUI
$102M
NVII
$102M
Expense Ratio
BLUI
0.75%
NVII
N/A
Max Drawdown
Winner
BLUI
3.20%
NVII
33.91%
Sharpe Ratio
BLUI
1.04
Winner
NVII
1.23
5Y Beta
Winner
BLUI
0.18
NVII
1.93
BLUI vs NVII - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUI
+0.27%
NVII
-8.92%
3M
BLUI
+1.97%
Winner
NVII
+9.77%
6M
BLUI
+4.10%
Winner
NVII
+15.00%
1Y
BLUI
+7.69%
Winner
NVII
+48.80%
Max(CAGR)
BLUI
+7.95%
Winner
NVII
+59.76%
BLUI vs NVII - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | NVII |
|---|---|---|
| 2026 | +3.66% | +8.65% |
| 2025 | +3.80% | +48.43% |
BLUI vs NVII Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for NVII was -18.40%, occurring on Mar 30, 2026. Recovery took 118 trading sessions.
The current BLUI drawdown is -0.04%. The current NVII drawdown is -13.08%.
| Rank | BLUI | NVII |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -18.40% Nov 3, 2025 - Apr 24, 2026 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -15.73% May 14, 2026 - Jun 10, 2026 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -8.49% Aug 12, 2025 - Sep 22, 2025 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -7.39% Oct 9, 2025 - Oct 28, 2025 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -7.36% Apr 27, 2026 - May 8, 2026 |
| #6 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -3.44% Jun 30, 2025 - Jul 3, 2025 |
| #7 | -0.51% May 26, 2026 - Jun 11, 2026 | -3.33% Jul 17, 2025 - Jul 24, 2025 |
| #8 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -2.80% Jul 30, 2025 - Aug 4, 2025 |
| #9 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -2.76% May 29, 2025 - Jun 3, 2025 |
| #10 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -2.75% Sep 22, 2025 - Sep 29, 2025 |
| #11 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -2.20% Jun 12, 2025 - Jun 16, 2025 |
| #12 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -2.08% Oct 2, 2025 - Oct 8, 2025 |
| #13 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -1.54% Oct 29, 2025 - Nov 3, 2025 |
| #14 | -0.35% Jul 29, 2025 - Aug 4, 2025 | -1.12% Jun 18, 2025 - Jun 24, 2025 |
| #15 | -0.27% Apr 30, 2026 - May 6, 2026 | -0.97% Aug 4, 2025 - Aug 7, 2025 |
Correlation
Correlation between BLUI and NVII is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2025 - 2026)
BLUI vs NVII dividend yield comparison.
| Year | BLUI | NVII |
|---|---|---|
| 2026 | 1.84% | 22.78% |
| 2025 | 2.91% | 29.17% |
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