BLUI vs SMAY
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY (SMAY, ETF).
BLUI vs SMAY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUI
$105M
SMAY
$105M
Expense Ratio
Winner
BLUI
0.75%
SMAY
0.90%
Max Drawdown
Winner
BLUI
3.20%
SMAY
14.44%
Sharpe Ratio
BLUI
0.80
Winner
SMAY
1.45
5Y Beta
Winner
BLUI
0.16
SMAY
0.49
BLUI vs SMAY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUI
+0.67%
SMAY
-0.23%
3M
BLUI
+1.10%
Winner
SMAY
+3.62%
6M
BLUI
+3.12%
Winner
SMAY
+6.21%
1Y
BLUI
+7.37%
Winner
SMAY
+15.26%
Max(CAGR)
BLUI
+7.62%
Winner
SMAY
+10.91%
BLUI vs SMAY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | SMAY |
|---|---|---|
| 2026 | +4.23% | +7.86% |
| 2025 | +3.80% | +4.70% |
| 2024 | N/A | +12.91% |
| 2023 | N/A | +8.94% |
BLUI vs SMAY Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for SMAY was -14.44%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.
The current BLUI drawdown is -0.16%. The current SMAY drawdown is -1.09%.
| Rank | BLUI | SMAY |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -14.44% Nov 29, 2024 - Dec 3, 2025 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -8.99% Aug 1, 2023 - Dec 13, 2023 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -5.13% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -4.83% Mar 28, 2024 - May 7, 2024 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -3.36% Dec 27, 2023 - Feb 12, 2024 |
| #6 | -0.67% Jun 11, 2026 - Jun 25, 2026 | -2.58% Feb 26, 2026 - Apr 8, 2026 |
| #7 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -2.40% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -0.51% May 26, 2026 - Jun 11, 2026 | -2.26% Feb 12, 2024 - Feb 15, 2024 |
| #9 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -2.21% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -1.86% Jun 4, 2026 - Jun 12, 2026 |
| #11 | -0.50% Jul 7, 2026 - Jul 16, 2026 | -1.73% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -0.49% Jul 17, 2026 - Jul 23, 2026 | -1.52% Jun 13, 2023 - Jun 30, 2023 |
| #13 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -1.51% Feb 15, 2024 - Feb 27, 2024 |
| #14 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -1.43% Sep 19, 2024 - Oct 14, 2024 |
| #15 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -1.39% May 22, 2023 - Jun 2, 2023 |
Correlation
Correlation between BLUI and SMAY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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