BLUI vs OVLH
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF).
BLUI vs OVLH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUI
$102M
OVLH
$102M
Expense Ratio
Winner
BLUI
0.75%
OVLH
0.80%
Max Drawdown
Winner
BLUI
3.20%
OVLH
21.00%
Sharpe Ratio
BLUI
1.00
Winner
OVLH
1.39
5Y Beta
Winner
BLUI
0.19
OVLH
0.56
BLUI vs OVLH - Historical Returns
Returns include dividend reinvestment.
1M
BLUI
+0.04%
Winner
OVLH
+1.34%
3M
BLUI
+0.49%
Winner
OVLH
+5.99%
6M
BLUI
+3.36%
Winner
OVLH
+4.99%
1Y
BLUI
+7.34%
Winner
OVLH
+17.00%
5Y(CAGR)
BLUI
N/A
OVLH
+9.32%
Max(CAGR)
BLUI
+7.74%
Winner
OVLH
+10.53%
BLUI vs OVLH - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | OVLH |
|---|---|---|
| 2026 | +3.32% | +5.37% |
| 2025 | +3.80% | +15.91% |
| 2024 | N/A | +19.10% |
| 2023 | N/A | +17.29% |
| 2022 | N/A | -16.38% |
| 2021 | N/A | +20.91% |
BLUI vs OVLH Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 528 trading sessions.
The current BLUI drawdown is -0.29%. The current OVLH drawdown is -2.22%.
| Rank | BLUI | OVLH |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -20.69% Dec 27, 2021 - Feb 2, 2024 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -8.81% Feb 19, 2025 - May 12, 2025 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -6.36% Jan 27, 2026 - Apr 17, 2026 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -5.22% Jul 16, 2024 - Sep 13, 2024 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -5.22% Sep 3, 2021 - Oct 28, 2021 |
| #6 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -3.89% Feb 16, 2021 - Mar 15, 2021 |
| #7 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -3.83% May 7, 2021 - Jun 11, 2021 |
| #8 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -3.83% Mar 27, 2024 - May 15, 2024 |
| #9 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -3.16% Oct 28, 2025 - Jan 12, 2026 |
| #10 | -0.42% May 26, 2026 - Jun 3, 2026 | -3.06% Dec 6, 2024 - Feb 19, 2025 |
| #11 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -2.72% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -2.64% Nov 24, 2021 - Dec 10, 2021 |
| #13 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -2.57% Dec 15, 2021 - Dec 27, 2021 |
| #14 | -0.35% Jul 29, 2025 - Aug 4, 2025 | -2.43% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -0.27% Apr 30, 2026 - May 6, 2026 | -2.22% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between BLUI and OVLH is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2021 - 2026)
BLUI vs OVLH dividend yield comparison.
| Year | BLUI | OVLH |
|---|---|---|
| 2026 | 1.84% | 0.00% |
| 2025 | 2.91% | 0.30% |
| 2024 | 0.00% | 0.32% |
| 2023 | 0.00% | 0.83% |
| 2022 | 0.00% | 0.79% |
| 2021 | 0.00% | 0.40% |
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