BLUI vs SAUG
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST (SAUG, ETF).
BLUI vs SAUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUI
$102M
SAUG
$102M
Expense Ratio
Winner
BLUI
0.75%
SAUG
0.90%
Max Drawdown
Winner
BLUI
3.20%
SAUG
14.62%
Sharpe Ratio
BLUI
1.00
Winner
SAUG
1.49
5Y Beta
Winner
BLUI
0.19
SAUG
0.58
BLUI vs SAUG - Historical Returns
Returns include dividend reinvestment.
1M
BLUI
+0.04%
Winner
SAUG
+0.72%
3M
BLUI
+0.49%
Winner
SAUG
+5.01%
6M
BLUI
+3.36%
Winner
SAUG
+7.36%
1Y
BLUI
+7.34%
Winner
SAUG
+19.08%
Max(CAGR)
BLUI
+7.74%
Winner
SAUG
+11.94%
BLUI vs SAUG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | SAUG |
|---|---|---|
| 2026 | +3.32% | +6.70% |
| 2025 | +3.80% | +8.05% |
| 2024 | N/A | +11.43% |
| 2023 | N/A | +6.26% |
BLUI vs SAUG Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for SAUG was -14.62%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.
The current BLUI drawdown is -0.29%. The current SAUG drawdown is -0.71%.
| Rank | BLUI | SAUG |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -14.62% Dec 2, 2024 - Aug 13, 2025 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -8.29% Sep 1, 2023 - Dec 13, 2023 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -6.64% Jul 31, 2024 - Sep 18, 2024 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -4.72% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -4.10% Jan 22, 2026 - Apr 9, 2026 |
| #6 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -4.07% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -3.56% Dec 27, 2023 - Feb 12, 2024 |
| #8 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -3.20% May 20, 2024 - Jul 11, 2024 |
| #9 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -2.55% Feb 12, 2024 - Feb 15, 2024 |
| #10 | -0.42% May 26, 2026 - Jun 3, 2026 | -2.19% Aug 13, 2025 - Aug 27, 2025 |
| #11 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -2.11% Nov 11, 2024 - Nov 29, 2024 |
| #12 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -1.73% Oct 6, 2025 - Oct 14, 2025 |
| #13 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -1.70% Feb 15, 2024 - Feb 27, 2024 |
| #14 | -0.35% Jul 29, 2025 - Aug 4, 2025 | -1.60% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -0.27% Apr 30, 2026 - May 6, 2026 | -1.49% Sep 19, 2024 - Oct 15, 2024 |
Correlation
Correlation between BLUI and SAUG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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