BLUI vs PGP
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and Pimco Global StocksPLUS & Income Fund (PGP, ETF).
BLUI vs PGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLUI
$105M
PGP
$105M
Expense Ratio
BLUI
0.75%
PGP
N/A
Max Drawdown
Winner
BLUI
3.20%
PGP
81.29%
Sharpe Ratio
Winner
BLUI
0.90
PGP
0.52
5Y Beta
Winner
BLUI
0.16
PGP
0.43
5Y Dividends CAGR
BLUI
N/A
PGP
0.00%
BLUI vs PGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUI
+0.67%
PGP
-0.63%
3M
Winner
BLUI
+1.10%
PGP
-6.86%
6M
Winner
BLUI
+3.12%
PGP
-3.19%
1Y
BLUI
+7.37%
Winner
PGP
+10.31%
5Y(CAGR)
BLUI
N/A
PGP
+4.62%
10Y(CAGR)
BLUI
N/A
PGP
+1.19%
Max(CAGR)
Winner
BLUI
+7.62%
PGP
+6.91%
BLUI vs PGP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | PGP |
|---|---|---|
| 2026 | +4.23% | -4.47% |
| 2025 | +3.80% | +29.88% |
| 2024 | N/A | +15.62% |
| 2023 | N/A | +18.79% |
| 2022 | N/A | -29.54% |
| 2021 | N/A | +16.43% |
| 2020 | N/A | -8.61% |
| 2019 | N/A | +12.08% |
| 2018 | N/A | -17.35% |
| 2017 | N/A | +17.01% |
| 2016 | N/A | -12.00% |
| 2015 | N/A | +3.96% |
| 2014 | N/A | -7.91% |
| 2013 | N/A | +39.05% |
| 2012 | N/A | +5.41% |
| 2011 | N/A | -6.01% |
| 2010 | N/A | +33.54% |
| 2009 | N/A | +113.57% |
| 2008 | N/A | -38.33% |
| 2007 | N/A | -11.87% |
| 2006 | N/A | +32.65% |
| 2005 | N/A | -3.17% |
BLUI vs PGP Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.
The current BLUI drawdown is -0.16%. The current PGP drawdown is -7.59%.
| Rank | BLUI | PGP |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -64.84% Jun 4, 2007 - Sep 3, 2009 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -64.50% May 26, 2017 - Sep 12, 2025 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -42.32% Jul 28, 2014 - May 24, 2017 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -34.07% May 12, 2011 - Mar 4, 2013 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -19.88% Apr 14, 2010 - Jul 28, 2010 |
| #6 | -0.67% Jun 11, 2026 - Jun 25, 2026 | -18.53% May 22, 2013 - Oct 11, 2013 |
| #7 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -13.18% Aug 9, 2010 - Sep 21, 2010 |
| #8 | -0.51% May 26, 2026 - Jun 11, 2026 | -13.04% Feb 27, 2026 - Mar 27, 2026 |
| #9 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -11.14% Oct 12, 2010 - Feb 14, 2011 |
| #10 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -10.40% Sep 9, 2009 - Nov 4, 2009 |
| #11 | -0.50% Jul 7, 2026 - Jul 16, 2026 | -10.09% Sep 7, 2005 - Jan 6, 2006 |
| #12 | -0.49% Jul 17, 2026 - Jul 23, 2026 | -7.95% Dec 29, 2009 - Mar 31, 2010 |
| #13 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -7.50% Mar 9, 2011 - Mar 25, 2011 |
| #14 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -6.89% Nov 11, 2009 - Dec 2, 2009 |
| #15 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -6.14% May 10, 2006 - Aug 2, 2006 |
Correlation
Correlation between BLUI and PGP is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2005 - 2026)
BLUI vs PGP dividend yield comparison.
| Year | BLUI | PGP |
|---|---|---|
| 2026 | 2.17% | 5.79% |
| 2025 | 2.91% | 9.07% |
| 2024 | 0.00% | 10.64% |
| 2023 | 0.00% | 11.04% |
| 2022 | 0.00% | 11.95% |
| 2021 | 0.00% | 7.65% |
| 2020 | 0.00% | 9.49% |
| 2019 | 0.00% | 10.13% |
| 2018 | 0.00% | 12.53% |
| 2017 | 0.00% | 11.45% |
| 2016 | 0.00% | 14.86% |
| 2015 | 0.00% | 12.15% |
| 2014 | 0.00% | 11.33% |
| 2013 | 0.00% | 9.52% |
| 2012 | 0.00% | 12.34% |
| 2011 | 0.00% | 11.74% |
| 2010 | 0.00% | 10.19% |
| 2009 | 0.00% | 12.21% |
| 2008 | 0.00% | 51.03% |
| 2007 | 0.00% | 13.67% |
| 2006 | 0.00% | 8.62% |
| 2005 | 0.00% | 6.88% |
Select Stocks to Compare
Popular: BLUI vs SPYPGP vs SPY
More Comparisons
Compare with similar stocks