BLUX vs SCEC
Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF).
BLUX vs SCEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BLUX vs SCEC - Holdings Comparison
BLUX and SCEC have 0 common holdings. Overlap is 0.00%
BLUX's top 25 holdings weight is 99.83%. SCEC's top 25 holdings weight is 28.40%.
| Rank | BLUX | SCEC |
|---|---|---|
| #1 | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 48.86% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 3.03% |
| #2 | VANGUARD RUSSELL 2000 ETF (VTWO) - 30.88% | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.54% |
| #3 | ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV) - 14.79% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.40% |
| #4 | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 5.30% | n/a (n/a) - 2.36% |
| #5 | N/A | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.02% |
| #6 | N/A | n/a (n/a) - 1.96% |
| #7 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.84% |
| #8 | N/A | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.53% |
| #9 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.39% |
| #10 | N/A | CASH & CASH EQUIVALENTS (n/a) - 1.16% |
| #11 | N/A | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.98% |
| #12 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 0.96% |
| #13 | N/A | FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.94% |
| #14 | N/A | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.85% |
| #15 | N/A | UNITED STATES TREASURY BONDS 2.5% (n/a) - 0.79% |
| #16 | N/A | n/a (n/a) - 0.74% |
| #17 | N/A | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.38% |
| #18 | N/A | EDGED COMPUTE LLC 7.5% (n/a) - 0.33% |
| #19 | N/A | HERTZ VEHICLE FINANCING LLC 5.09% (n/a) - 0.33% |
| #20 | N/A | BEACON POINT DC LLC 6.129% (n/a) - 0.32% |
| #21 | N/A | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.31% |
| #22 | N/A | HONEYWELL AEROSPACE INC. 5.852% (n/a) - 0.31% |
| #23 | N/A | QTS ISSUER ABS II, LLC 6.156% (n/a) - 0.31% |
| #24 | N/A | SYMPHONY CLO XXV LTD. 4.72523% (n/a) - 0.31% |
| #25 | N/A | MORGAN STANLEY 5.25% (n/a) - 0.31% |
| Total Holdings | 4 | 207 |
BLUX vs SCEC - Historical Returns
Returns include dividend reinvestment.
BLUX vs SCEC - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BLUX | SCEC |
|---|---|---|
| 2026 | +12.66% | +0.44% |
| 2025 | +11.82% | +4.98% |
BLUX vs SCEC Drawdown Comparison
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The current BLUX drawdown is -0.50%. The current SCEC drawdown is -1.23%.
| Rank | BLUX | SCEC |
|---|---|---|
| #1 | -9.03% Feb 9, 2026 - Apr 14, 2026 | -2.98% Apr 4, 2025 - Jun 30, 2025 |
| #2 | -6.12% Oct 27, 2025 - Dec 3, 2025 | -2.80% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -3.55% Oct 6, 2025 - Oct 24, 2025 | -1.04% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -3.25% Jun 2, 2026 - Jun 10, 2026 | -0.96% Oct 21, 2025 - Nov 26, 2025 |
| #5 | -3.02% Jul 25, 2025 - Aug 13, 2025 | -0.83% Mar 20, 2025 - Apr 1, 2025 |
| #6 | -2.89% Dec 11, 2025 - Jan 6, 2026 | -0.79% Nov 26, 2025 - Dec 29, 2025 |
| #7 | -2.75% Jan 22, 2026 - Feb 9, 2026 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #8 | -2.65% May 14, 2026 - May 22, 2026 | -0.55% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -0.51% Aug 13, 2025 - Aug 26, 2025 |
| #10 | -1.66% Aug 13, 2025 - Aug 22, 2025 | -0.34% Aug 28, 2025 - Sep 3, 2025 |
| #11 | -1.47% Sep 22, 2025 - Oct 2, 2025 | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -1.24% Jul 10, 2025 - Jul 22, 2025 | -0.28% Aug 4, 2025 - Aug 13, 2025 |
| #13 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -0.18% Dec 29, 2025 - Jan 7, 2026 |
| #14 | -1.06% Apr 27, 2026 - Apr 30, 2026 | -0.14% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -0.99% May 6, 2026 - May 14, 2026 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
Correlation
Correlation between BLUX and SCEC is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2025 - 2026)
BLUX vs SCEC dividend yield comparison.
| Year | BLUX | SCEC |
|---|---|---|
| 2026 | 0.19% | 1.99% |
| 2025 | 0.73% | 3.58% |
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