BLUX vs AGZ
Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and ISHARES AGENCY BOND ETF (AGZ, ETF).
BLUX vs AGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUX
$554M
AGZ
$551M
Expense Ratio
BLUX
0.25%
Winner
AGZ
0.20%
Max Drawdown
Winner
BLUX
9.23%
AGZ
13.98%
Sharpe Ratio
Winner
BLUX
1.52
AGZ
0.09
5Y Beta
BLUX
1.08
Winner
AGZ
-0.01
5Y Dividends CAGR
BLUX
N/A
AGZ
13.53%
BLUX vs AGZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUX
+2.32%
AGZ
+0.31%
3M
Winner
BLUX
+14.37%
AGZ
+0.32%
6M
Winner
BLUX
+12.21%
AGZ
+0.79%
1Y
Winner
BLUX
+26.70%
AGZ
+3.75%
5Y(CAGR)
BLUX
N/A
AGZ
+1.15%
10Y(CAGR)
BLUX
N/A
AGZ
+1.82%
Max(CAGR)
Winner
BLUX
+27.66%
AGZ
+2.39%
BLUX vs AGZ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BLUX | AGZ |
|---|---|---|
| 2026 | +12.66% | +0.39% |
| 2025 | +11.82% | +6.06% |
| 2024 | N/A | +3.32% |
| 2023 | N/A | +4.99% |
| 2022 | N/A | -7.53% |
| 2021 | N/A | -1.08% |
| 2020 | N/A | +5.59% |
| 2019 | N/A | +5.34% |
| 2018 | N/A | +1.51% |
| 2017 | N/A | +2.14% |
| 2016 | N/A | +1.02% |
| 2015 | N/A | +1.06% |
| 2014 | N/A | +3.44% |
| 2013 | N/A | -1.22% |
| 2012 | N/A | +1.65% |
| 2011 | N/A | +4.87% |
| 2010 | N/A | +3.70% |
| 2009 | N/A | +2.08% |
| 2008 | N/A | +6.01% |
BLUX vs AGZ Drawdown Comparison
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.
The current BLUX drawdown is -0.50%. The current AGZ drawdown is -0.54%.
| Rank | BLUX | AGZ |
|---|---|---|
| #1 | -9.03% Feb 9, 2026 - Apr 14, 2026 | -11.01% Sep 3, 2020 - Feb 28, 2025 |
| #2 | -6.12% Oct 27, 2025 - Dec 3, 2025 | -4.98% Nov 13, 2008 - Dec 11, 2008 |
| #3 | -3.55% Oct 6, 2025 - Oct 24, 2025 | -3.28% May 1, 2013 - May 15, 2014 |
| #4 | -3.25% Jun 2, 2026 - Jun 10, 2026 | -2.88% Jul 6, 2016 - Aug 18, 2017 |
| #5 | -3.02% Jul 25, 2025 - Aug 13, 2025 | -2.52% Nov 4, 2010 - Jun 1, 2011 |
| #6 | -2.89% Dec 11, 2025 - Jan 6, 2026 | -2.34% Sep 7, 2017 - Dec 18, 2018 |
| #7 | -2.75% Jan 22, 2026 - Feb 9, 2026 | -2.24% Apr 14, 2009 - Jul 8, 2009 |
| #8 | -2.65% May 14, 2026 - May 22, 2026 | -2.24% Mar 9, 2020 - Jul 20, 2020 |
| #9 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -1.84% Jan 23, 2015 - Oct 14, 2015 |
| #10 | -1.66% Aug 13, 2025 - Aug 22, 2025 | -1.80% Jan 14, 2009 - Mar 18, 2009 |
| #11 | -1.47% Sep 22, 2025 - Oct 2, 2025 | -1.58% Jul 8, 2009 - Sep 1, 2009 |
| #12 | -1.24% Jul 10, 2025 - Jul 22, 2025 | -1.53% Sep 4, 2019 - Jan 23, 2020 |
| #13 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -1.53% Nov 30, 2009 - May 4, 2010 |
| #14 | -1.06% Apr 27, 2026 - Apr 30, 2026 | -1.35% Feb 27, 2026 - May 19, 2026 |
| #15 | -0.99% May 6, 2026 - May 14, 2026 | -1.30% Apr 4, 2025 - Apr 28, 2025 |
Correlation
Correlation between BLUX and AGZ is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2008 - 2026)
BLUX vs AGZ dividend yield comparison.
| Year | BLUX | AGZ |
|---|---|---|
| 2026 | 0.19% | 1.52% |
| 2025 | 0.73% | 3.75% |
| 2024 | 0.00% | 3.48% |
| 2023 | 0.00% | 3.14% |
| 2022 | 0.00% | 1.56% |
| 2021 | 0.00% | 0.96% |
| 2020 | 0.00% | 2.25% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.15% |
| 2017 | 0.00% | 1.58% |
| 2016 | 0.00% | 1.52% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.33% |
| 2013 | 0.00% | 1.19% |
| 2012 | 0.00% | 1.22% |
| 2011 | 0.00% | 1.66% |
| 2010 | 0.00% | 1.88% |
| 2009 | 0.00% | 2.00% |
| 2008 | 0.00% | 0.38% |
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