BLUX vs HYBL
Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL, ETF).
BLUX vs HYBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUX
$572M
HYBL
$571M
Expense Ratio
Winner
BLUX
0.25%
HYBL
0.70%
Max Drawdown
Winner
BLUX
9.23%
HYBL
11.06%
Sharpe Ratio
Winner
BLUX
1.19
HYBL
0.49
5Y Beta
BLUX
1.03
Winner
HYBL
0.18
BLUX vs HYBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUX
+3.20%
HYBL
+1.28%
3M
Winner
BLUX
+3.51%
HYBL
+1.66%
6M
Winner
BLUX
+11.89%
HYBL
+3.04%
1Y
Winner
BLUX
+22.18%
HYBL
+5.22%
5Y(CAGR)
BLUX
N/A
HYBL
+5.76%
Max(CAGR)
Winner
BLUX
+25.70%
HYBL
+5.76%
BLUX vs HYBL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BLUX | HYBL |
|---|---|---|
| 2026 | +16.25% | +2.66% |
| 2025 | +11.82% | +7.54% |
| 2024 | N/A | +9.55% |
| 2023 | N/A | +11.59% |
| 2022 | N/A | -4.72% |
BLUX vs HYBL Drawdown Comparison
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for HYBL was -8.46%, occurring on Sep 29, 2022. Recovery took 340 trading sessions.
The current BLUX drawdown is -1.49%.
| Rank | BLUX | HYBL |
|---|---|---|
| #1 | -9.03% Feb 9, 2026 - Apr 14, 2026 | -8.46% Mar 2, 2022 - Jul 11, 2023 |
| #2 | -6.12% Oct 27, 2025 - Dec 3, 2025 | -4.32% Feb 19, 2025 - May 12, 2025 |
| #3 | -3.55% Oct 6, 2025 - Oct 24, 2025 | -2.41% Jan 8, 2026 - Apr 22, 2026 |
| #4 | -3.25% Jun 2, 2026 - Jun 15, 2026 | -1.90% Sep 14, 2023 - Nov 3, 2023 |
| #5 | -3.02% Jul 25, 2025 - Aug 13, 2025 | -1.24% Jul 31, 2024 - Aug 14, 2024 |
| #6 | -2.89% Dec 11, 2025 - Jan 6, 2026 | -1.03% Apr 9, 2024 - May 3, 2024 |
| #7 | -2.75% Jan 22, 2026 - Feb 9, 2026 | -0.86% Sep 29, 2025 - Oct 24, 2025 |
| #8 | -2.65% May 14, 2026 - May 22, 2026 | -0.79% Jul 31, 2023 - Aug 23, 2023 |
| #9 | -2.57% Jul 6, 2026 - Aug 3, 2026 | -0.71% May 11, 2026 - May 29, 2026 |
| #10 | -1.99% Aug 14, 2026 - Aug 20, 2026 | -0.69% Dec 27, 2023 - Jan 11, 2024 |
| #11 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -0.67% May 16, 2024 - Jun 6, 2024 |
| #12 | -1.69% Jun 15, 2026 - Jun 29, 2026 | -0.64% Dec 11, 2024 - Jan 3, 2025 |
| #13 | -1.66% Aug 13, 2025 - Aug 22, 2025 | -0.61% Nov 11, 2025 - Nov 25, 2025 |
| #14 | -1.47% Sep 22, 2025 - Oct 2, 2025 | -0.56% Jul 13, 2023 - Jul 31, 2023 |
| #15 | -1.24% Jul 10, 2025 - Jul 22, 2025 | -0.55% Feb 1, 2024 - Feb 22, 2024 |
Correlation
Correlation between BLUX and HYBL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
BLUX vs HYBL dividend yield comparison.
| Year | BLUX | HYBL |
|---|---|---|
| 2026 | 0.43% | 3.96% |
| 2025 | 0.73% | 7.22% |
| 2024 | 0.00% | 7.88% |
| 2023 | 0.00% | 7.93% |
| 2022 | 0.00% | 5.10% |
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