BLUI vs XHS
Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF).
BLUI vs XHS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLUI
$102M
Winner
XHS
$102M
Expense Ratio
BLUI
0.75%
Winner
XHS
0.35%
Max Drawdown
Winner
BLUI
3.20%
XHS
39.36%
Sharpe Ratio
BLUI
1.04
Winner
XHS
1.12
5Y Beta
Winner
BLUI
0.18
XHS
0.59
P/E Ratio
BLUI
N/A
XHS
152.60
Forward P/E
BLUI
N/A
XHS
18.48
5Y Dividends CAGR
BLUI
N/A
XHS
5.34%
5Y EPS CAGR
BLUI
N/A
XHS
7.43%
Debt to Equity
BLUI
N/A
XHS
-111.73%
P/S Ratio
BLUI
N/A
XHS
0.58
P/B Ratio
BLUI
N/A
XHS
2.61
BLUI vs XHS - Historical Returns
Returns include dividend reinvestment.
1M
BLUI
+0.27%
Winner
XHS
+7.49%
3M
BLUI
+1.97%
Winner
XHS
+18.52%
6M
BLUI
+4.10%
Winner
XHS
+11.55%
1Y
BLUI
+7.69%
Winner
XHS
+25.55%
5Y(CAGR)
BLUI
N/A
XHS
+1.44%
10Y(CAGR)
BLUI
N/A
XHS
+8.37%
Max(CAGR)
BLUI
+7.95%
Winner
XHS
+12.34%
BLUI vs XHS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BLUI | XHS |
|---|---|---|
| 2026 | +3.66% | +13.80% |
| 2025 | +3.80% | +18.32% |
| 2024 | N/A | +0.55% |
| 2023 | N/A | +6.10% |
| 2022 | N/A | -20.48% |
| 2021 | N/A | +9.75% |
| 2020 | N/A | +34.25% |
| 2019 | N/A | +19.16% |
| 2018 | N/A | +0.70% |
| 2017 | N/A | +16.30% |
| 2016 | N/A | -7.08% |
| 2015 | N/A | +3.75% |
| 2014 | N/A | +25.76% |
| 2013 | N/A | +35.32% |
| 2012 | N/A | +22.06% |
| 2011 | N/A | +14.26% |
BLUI vs XHS Drawdown Comparison
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current BLUI drawdown is -0.04%.
| Rank | BLUI | XHS |
|---|---|---|
| #1 | -2.43% Feb 27, 2026 - Apr 17, 2026 | -39.32% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -1.19% Sep 15, 2025 - Oct 20, 2025 | -32.62% Jun 28, 2021 - May 27, 2026 |
| #3 | -0.90% Oct 27, 2025 - Nov 25, 2025 | -27.38% Aug 5, 2015 - Jan 22, 2018 |
| #4 | -0.71% Nov 28, 2025 - Jan 8, 2026 | -22.07% Sep 28, 2018 - Jan 15, 2020 |
| #5 | -0.68% May 6, 2026 - May 26, 2026 | -12.83% Apr 3, 2012 - Jul 18, 2012 |
| #6 | -0.65% Jul 2, 2025 - Jul 22, 2025 | -10.97% Feb 9, 2021 - Apr 23, 2021 |
| #7 | -0.51% May 26, 2026 - Jun 11, 2026 | -10.30% Jan 29, 2018 - May 18, 2018 |
| #8 | -0.51% Jan 16, 2026 - Feb 5, 2026 | -10.25% Sep 2, 2020 - Oct 5, 2020 |
| #9 | -0.50% Jun 24, 2025 - Jun 30, 2025 | -9.26% Oct 28, 2011 - Jan 11, 2012 |
| #10 | -0.47% Aug 4, 2025 - Aug 13, 2025 | -7.34% Sep 30, 2011 - Oct 11, 2011 |
| #11 | -0.42% Apr 20, 2026 - Apr 30, 2026 | -6.25% Jan 22, 2020 - Feb 11, 2020 |
| #12 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -6.22% Jul 18, 2012 - Aug 27, 2012 |
| #13 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -6.02% Sep 11, 2014 - Oct 28, 2014 |
| #14 | -0.35% Jul 29, 2025 - Aug 4, 2025 | -6.00% Apr 24, 2015 - May 22, 2015 |
| #15 | -0.27% Apr 30, 2026 - May 6, 2026 | -5.71% Oct 23, 2020 - Nov 3, 2020 |
Correlation
Correlation between BLUI and XHS is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2011 - 2026)
BLUI vs XHS dividend yield comparison.
| Year | BLUI | XHS |
|---|---|---|
| 2026 | 1.84% | 0.03% |
| 2025 | 2.91% | 0.27% |
| 2024 | 0.00% | 0.38% |
| 2023 | 0.00% | 0.23% |
| 2022 | 0.00% | 0.19% |
| 2021 | 0.00% | 0.20% |
| 2020 | 0.00% | 0.23% |
| 2019 | 0.00% | 2.37% |
| 2018 | 0.00% | 0.34% |
| 2017 | 0.00% | 0.22% |
| 2016 | 0.00% | 0.28% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 4.12% |
| 2011 | 0.00% | 0.02% |
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