BLUX vs THW
Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and abrdn World Healthcare Fund (THW, ETF).
BLUX vs THW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUX
$568M
THW
$567M
Expense Ratio
BLUX
0.25%
THW
N/A
Max Drawdown
Winner
BLUX
9.23%
THW
55.65%
Sharpe Ratio
BLUX
1.26
Winner
THW
1.70
5Y Beta
BLUX
1.04
Winner
THW
0.51
5Y Dividends CAGR
BLUX
N/A
THW
1.61%
BLUX vs THW - Historical Returns
Returns include dividend reinvestment.
1M
BLUX
+0.57%
Winner
THW
+5.58%
3M
BLUX
+7.16%
Winner
THW
+9.61%
6M
Winner
BLUX
+10.27%
THW
+9.50%
1Y
BLUX
+23.18%
Winner
THW
+47.51%
5Y(CAGR)
BLUX
N/A
THW
+6.61%
10Y(CAGR)
BLUX
N/A
THW
+9.94%
Max(CAGR)
Winner
BLUX
+26.20%
THW
+6.70%
BLUX vs THW - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BLUX | THW |
|---|---|---|
| 2026 | +14.22% | +11.75% |
| 2025 | +11.82% | +30.03% |
| 2024 | N/A | +3.57% |
| 2023 | N/A | -11.22% |
| 2022 | N/A | -0.27% |
| 2021 | N/A | +12.44% |
| 2020 | N/A | +25.49% |
| 2019 | N/A | +29.17% |
| 2018 | N/A | -6.51% |
| 2017 | N/A | +12.15% |
| 2016 | N/A | -9.67% |
| 2015 | N/A | -17.95% |
BLUX vs THW Drawdown Comparison
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for THW was -37.37%, occurring on Mar 23, 2020. Recovery took 49 trading sessions.
The current BLUX drawdown is -0.40%. The current THW drawdown is -2.97%.
| Rank | BLUX | THW |
|---|---|---|
| #1 | -9.03% Feb 9, 2026 - Apr 14, 2026 | -37.37% Feb 14, 2020 - Apr 27, 2020 |
| #2 | -6.12% Oct 27, 2025 - Dec 3, 2025 | -36.36% Jul 13, 2015 - Jul 17, 2019 |
| #3 | -3.55% Oct 6, 2025 - Oct 24, 2025 | -31.47% Dec 14, 2022 - Aug 1, 2024 |
| #4 | -3.25% Jun 2, 2026 - Jun 15, 2026 | -20.05% Oct 4, 2024 - Sep 3, 2025 |
| #5 | -3.02% Jul 25, 2025 - Aug 13, 2025 | -19.22% Sep 2, 2021 - Dec 13, 2022 |
| #6 | -2.89% Dec 11, 2025 - Jan 6, 2026 | -17.23% Jan 20, 2021 - Aug 17, 2021 |
| #7 | -2.75% Jan 22, 2026 - Feb 9, 2026 | -11.26% Dec 26, 2025 - Apr 15, 2026 |
| #8 | -2.65% May 14, 2026 - May 22, 2026 | -9.09% Oct 30, 2025 - Nov 26, 2025 |
| #9 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -8.22% Aug 18, 2020 - Nov 5, 2020 |
| #10 | -1.69% Jun 15, 2026 - Jun 29, 2026 | -6.23% Jun 5, 2020 - Jul 15, 2020 |
| #11 | -1.66% Aug 13, 2025 - Aug 22, 2025 | -5.66% May 28, 2026 - Jun 25, 2026 |
| #12 | -1.47% Sep 22, 2025 - Oct 2, 2025 | -5.34% Apr 17, 2026 - Apr 30, 2026 |
| #13 | -1.44% Jul 6, 2026 - Jul 20, 2026 | -4.52% Aug 1, 2024 - Aug 23, 2024 |
| #14 | -1.24% Jul 10, 2025 - Jul 22, 2025 | -4.50% Jul 2, 2026 - Jul 14, 2026 |
| #15 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -4.31% Nov 26, 2025 - Dec 23, 2025 |
Correlation
Correlation between BLUX and THW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2026)
BLUX vs THW dividend yield comparison.
| Year | BLUX | THW |
|---|---|---|
| 2026 | 0.44% | 5.23% |
| 2025 | 0.73% | 10.96% |
| 2024 | 0.00% | 12.72% |
| 2023 | 0.00% | 12.00% |
| 2022 | 0.00% | 9.56% |
| 2021 | 0.00% | 8.60% |
| 2020 | 0.00% | 8.85% |
| 2019 | 0.00% | 10.11% |
| 2018 | 0.00% | 12.08% |
| 2017 | 0.00% | 10.29% |
| 2016 | 0.00% | 10.91% |
| 2015 | 0.00% | 3.69% |
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