BLUX vs PCQ

Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and Pimco California Municipal Income Fund (PCQ, ETF).

BLUX vs PCQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLUX(ETF)	PCQ(ETF)
Net Assets	$568M	$566M
Expense Ratio	0.25%	N/A
Max Drawdown	9.23%	60.60%
Sharpe Ratio	1.26	0.82
5Y Beta	1.04	0.14
5Y Dividends CAGR	N/A	-11.37%

Net Assets

Winner

BLUX

$568M

PCQ

$566M

Expense Ratio

BLUX

0.25%

PCQ

N/A

Max Drawdown

Winner

BLUX

9.23%

PCQ

60.60%

Sharpe Ratio

Winner

BLUX

1.26

PCQ

0.82

5Y Beta

BLUX

1.04

Winner

PCQ

0.14

5Y Dividends CAGR

BLUX

N/A

PCQ

-11.37%

BLUX vs PCQ - Historical Returns

Returns include dividend reinvestment.

Period	BLUX	PCQ
1 month	+0.57%	-0.73%
3 months	+7.16%	+1.34%
6 months	+10.27%	+1.19%
1 year	+23.18%	+10.33%
5 years(CAGR)	N/A	-10.08%
10 years(CAGR)	N/A	-1.80%
Max(CAGR)	+26.20%	+3.73%

Winner

BLUX

+0.57%

PCQ

-0.73%

Winner

BLUX

+7.16%

PCQ

+1.34%

Winner

BLUX

+10.27%

PCQ

+1.19%

Winner

BLUX

+23.18%

PCQ

+10.33%

5Y(CAGR)

BLUX

N/A

PCQ

-10.08%

10Y(CAGR)

BLUX

N/A

PCQ

-1.80%

Max(CAGR)

Winner

BLUX

+26.20%

PCQ

+3.73%

BLUX vs PCQ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BLUX	PCQ
2026	+14.22%	+2.99%
2025	+11.82%	+0.17%
2024	N/A	+1.28%
2023	N/A	-36.42%
2022	N/A	-15.26%
2021	N/A	+7.87%
2020	N/A	-6.19%
2019	N/A	+26.15%
2018	N/A	-1.10%
2017	N/A	+16.44%
2016	N/A	+5.62%
2015	N/A	+6.94%
2014	N/A	+26.59%
2013	N/A	-14.10%
2012	N/A	+25.62%
2011	N/A	+18.97%
2010	N/A	+6.14%
2009	N/A	+45.10%
2008	N/A	-41.29%
2007	N/A	-3.73%
2006	N/A	+16.83%
2005	N/A	+24.28%
2004	N/A	+8.38%
2003	N/A	+0.07%
2002	N/A	+2.59%
2001	N/A	+0.78%

BLUX vs PCQ Drawdown Comparison

The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The current BLUX drawdown is -0.40%. The current PCQ drawdown is -45.05%.

Rank	BLUX	PCQ
#1	-9.03% Feb 9, 2026 - Apr 14, 2026	-56.28% May 11, 2007 - Sep 9, 2010
#2	-6.12% Oct 27, 2025 - Dec 3, 2025	-54.86% Nov 12, 2021 - Oct 6, 2023
#3	-3.55% Oct 6, 2025 - Oct 24, 2025	-37.82% Dec 9, 2019 - Jul 15, 2021
#4	-3.25% Jun 2, 2026 - Jun 15, 2026	-22.43% Jan 23, 2013 - Nov 20, 2014
#5	-3.02% Jul 25, 2025 - Aug 13, 2025	-17.69% Oct 15, 2010 - Sep 29, 2011
#6	-2.89% Dec 11, 2025 - Jan 6, 2026	-17.09% Dec 11, 2017 - Jul 9, 2018
#7	-2.75% Jan 22, 2026 - Feb 9, 2026	-14.13% Aug 13, 2018 - Jan 28, 2019
#8	-2.65% May 14, 2026 - May 22, 2026	-13.13% Sep 8, 2016 - May 8, 2017
#9	-1.75% Jan 15, 2026 - Jan 22, 2026	-12.06% Jun 13, 2003 - Apr 1, 2004
#10	-1.69% Jun 15, 2026 - Jun 29, 2026	-11.35% Feb 2, 2015 - Oct 20, 2015
#11	-1.66% Aug 13, 2025 - Aug 22, 2025	-10.17% Jul 11, 2012 - Nov 28, 2012
#12	-1.47% Sep 22, 2025 - Oct 2, 2025	-9.02% Jan 30, 2012 - Apr 24, 2012
#13	-1.44% Jul 6, 2026 - Jul 20, 2026	-8.76% Apr 1, 2004 - Aug 6, 2004
#14	-1.24% Jul 10, 2025 - Jul 22, 2025	-8.05% Sep 13, 2002 - May 22, 2003
#15	-1.11% Aug 28, 2025 - Sep 4, 2025	-7.19% Aug 16, 2001 - Aug 6, 2002

Correlation

Correlation between BLUX and PCQ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2001 - 2026)

BLUX vs PCQ dividend yield comparison.

Year	BLUX	PCQ
2026	0.44%	2.88%
2025	0.73%	4.95%
2024	0.00%	4.78%
2023	0.00%	4.64%
2022	0.00%	5.29%
2021	0.00%	4.20%
2020	0.00%	4.39%
2019	0.00%	4.65%
2018	0.00%	5.72%
2017	0.00%	5.35%
2016	0.00%	5.89%
2015	0.00%	5.89%
2014	0.00%	5.90%
2013	0.00%	7.10%
2012	0.00%	5.80%
2011	0.00%	6.87%
2010	0.00%	7.45%
2009	0.00%	7.46%
2008	0.00%	10.68%
2007	0.00%	5.95%
2006	0.00%	5.25%
2005	0.00%	5.83%
2004	0.00%	6.83%
2003	0.00%	6.90%
2002	0.00%	6.45%
2001	0.00%	2.53%