BLUX vs ULST
Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and STATE STREET(R) ULTRA SHORT TERM BOND ETF (ULST, ETF).
BLUX vs ULST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLUX
$554M
ULST
$553M
Expense Ratio
BLUX
0.25%
Winner
ULST
0.20%
Max Drawdown
BLUX
9.23%
Winner
ULST
6.34%
Sharpe Ratio
Winner
BLUX
1.52
ULST
0.24
5Y Beta
BLUX
1.08
Winner
ULST
-0.01
5Y Dividends CAGR
BLUX
N/A
ULST
37.68%
BLUX vs ULST - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLUX
+2.32%
ULST
+0.32%
3M
Winner
BLUX
+14.37%
ULST
+0.86%
6M
Winner
BLUX
+12.21%
ULST
+1.55%
1Y
Winner
BLUX
+26.70%
ULST
+3.90%
5Y(CAGR)
BLUX
N/A
ULST
+3.53%
10Y(CAGR)
BLUX
N/A
ULST
+2.66%
Max(CAGR)
Winner
BLUX
+27.66%
ULST
+2.20%
BLUX vs ULST - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BLUX | ULST |
|---|---|---|
| 2026 | +12.66% | +1.30% |
| 2025 | +11.82% | +4.81% |
| 2024 | N/A | +5.25% |
| 2023 | N/A | +5.59% |
| 2022 | N/A | +0.87% |
| 2021 | N/A | +0.21% |
| 2020 | N/A | +1.45% |
| 2019 | N/A | +3.25% |
| 2018 | N/A | +1.94% |
| 2017 | N/A | +1.29% |
| 2016 | N/A | +1.54% |
| 2015 | N/A | +0.14% |
| 2014 | N/A | +0.29% |
| 2013 | N/A | +0.22% |
BLUX vs ULST Drawdown Comparison
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for ULST was -6.20%, occurring on Mar 25, 2020. Recovery took 81 trading sessions.
The current BLUX drawdown is -0.50%.
| Rank | BLUX | ULST |
|---|---|---|
| #1 | -9.03% Feb 9, 2026 - Apr 14, 2026 | -6.20% Mar 5, 2020 - Jun 30, 2020 |
| #2 | -6.12% Oct 27, 2025 - Dec 3, 2025 | -1.22% Oct 5, 2021 - Nov 23, 2022 |
| #3 | -3.55% Oct 6, 2025 - Oct 24, 2025 | -0.54% Aug 5, 2024 - Aug 13, 2024 |
| #4 | -3.25% Jun 2, 2026 - Jun 10, 2026 | -0.54% May 2, 2014 - Jul 22, 2014 |
| #5 | -3.02% Jul 25, 2025 - Aug 13, 2025 | -0.51% Jan 31, 2025 - Feb 11, 2025 |
| #6 | -2.89% Dec 11, 2025 - Jan 6, 2026 | -0.50% Feb 8, 2016 - Apr 7, 2016 |
| #7 | -2.75% Jan 22, 2026 - Feb 9, 2026 | -0.49% Nov 12, 2014 - Jun 1, 2015 |
| #8 | -2.65% May 14, 2026 - May 22, 2026 | -0.44% Jun 1, 2015 - Feb 8, 2016 |
| #9 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -0.39% Jul 22, 2014 - Nov 3, 2014 |
| #10 | -1.66% Aug 13, 2025 - Aug 22, 2025 | -0.39% Sep 18, 2020 - Nov 25, 2020 |
| #11 | -1.47% Sep 22, 2025 - Oct 2, 2025 | -0.37% Apr 3, 2025 - Apr 16, 2025 |
| #12 | -1.24% Jul 10, 2025 - Jul 22, 2025 | -0.34% May 31, 2016 - Jun 8, 2016 |
| #13 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -0.32% Jun 10, 2016 - Jul 18, 2016 |
| #14 | -1.06% Apr 27, 2026 - Apr 30, 2026 | -0.27% May 19, 2016 - May 31, 2016 |
| #15 | -0.99% May 6, 2026 - May 14, 2026 | -0.27% Jan 13, 2014 - Feb 25, 2014 |
Correlation
Correlation between BLUX and ULST is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2013 - 2026)
BLUX vs ULST dividend yield comparison.
| Year | BLUX | ULST |
|---|---|---|
| 2026 | 0.19% | 1.66% |
| 2025 | 0.73% | 4.46% |
| 2024 | 0.00% | 5.03% |
| 2023 | 0.00% | 4.45% |
| 2022 | 0.00% | 1.70% |
| 2021 | 0.00% | 0.54% |
| 2020 | 0.00% | 1.34% |
| 2019 | 0.00% | 2.56% |
| 2018 | 0.00% | 2.13% |
| 2017 | 0.00% | 1.21% |
| 2016 | 0.00% | 0.93% |
| 2015 | 0.00% | 0.37% |
| 2014 | 0.00% | 0.34% |
| 2013 | 0.00% | 0.07% |
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