BLUX vs VGM

Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and Invesco Trust for Investment Grade Municipals (VGM, ETF).

BLUX vs VGM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLUX(ETF)	VGM(ETF)
Net Assets	$568M	$568M
Expense Ratio	0.25%	N/A
Max Drawdown	9.23%	56.97%
Sharpe Ratio	1.13	1.04
5Y Beta	1.04	0.21
5Y Dividends CAGR	N/A	3.74%

Net Assets

BLUX

$568M

Winner

VGM

$568M

Expense Ratio

BLUX

0.25%

VGM

N/A

Max Drawdown

Winner

BLUX

9.23%

VGM

56.97%

Sharpe Ratio

Winner

BLUX

1.13

VGM

1.04

5Y Beta

BLUX

1.04

Winner

VGM

0.21

5Y Dividends CAGR

BLUX

N/A

VGM

3.74%

BLUX vs VGM - Historical Returns

Returns include dividend reinvestment.

Period	BLUX	VGM
1 month	+0.11%	-1.91%
3 months	+5.37%	+2.08%
6 months	+8.97%	+2.98%
1 year	+19.81%	+15.96%
5 years(CAGR)	N/A	-0.10%
10 years(CAGR)	N/A	+1.98%
Max(CAGR)	+24.41%	+5.28%

Winner

BLUX

+0.11%

VGM

-1.91%

Winner

BLUX

+5.37%

VGM

+2.08%

Winner

BLUX

+8.97%

VGM

+2.98%

Winner

BLUX

+19.81%

VGM

+15.96%

5Y(CAGR)

BLUX

N/A

VGM

-0.10%

10Y(CAGR)

BLUX

N/A

VGM

+1.98%

Max(CAGR)

Winner

BLUX

+24.41%

VGM

+5.28%

BLUX vs VGM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BLUX	VGM
2026	+12.61%	+1.63%
2025	+11.82%	+10.26%
2024	N/A	+9.33%
2023	N/A	+4.12%
2022	N/A	-24.02%
2021	N/A	+11.38%
2020	N/A	+7.57%
2019	N/A	+15.89%
2018	N/A	-7.78%
2017	N/A	+9.59%
2016	N/A	+0.84%
2015	N/A	+6.74%
2014	N/A	+16.53%
2013	N/A	-16.11%
2012	N/A	+9.31%
2011	N/A	+21.70%
2010	N/A	+3.53%
2009	N/A	+55.64%
2008	N/A	-32.30%
2007	N/A	-6.33%
2006	N/A	+11.93%
2005	N/A	+4.42%
2004	N/A	+1.63%
2003	N/A	+7.57%
2002	N/A	+16.03%
2001	N/A	+8.58%
2000	N/A	+10.93%
1999	N/A	-6.34%

BLUX vs VGM Drawdown Comparison

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

The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.

The current BLUX drawdown is -1.80%. The current VGM drawdown is -4.77%.

Rank	BLUX	VGM
#1	-9.03% Feb 9, 2026 - Apr 14, 2026	-49.32% May 16, 2007 - Sep 3, 2009
#2	-6.12% Oct 27, 2025 - Dec 3, 2025	-36.59% Sep 22, 2021 - Oct 25, 2023
#3	-3.55% Oct 6, 2025 - Oct 24, 2025	-24.75% Feb 11, 2020 - Nov 30, 2020
#4	-3.25% Jun 2, 2026 - Jun 15, 2026	-23.11% Jan 25, 2013 - Feb 2, 2015
#5	-3.02% Jul 25, 2025 - Aug 13, 2025	-17.26% Nov 5, 2010 - Sep 7, 2011
#6	-2.89% Dec 11, 2025 - Jan 6, 2026	-15.75% Mar 11, 2004 - Aug 25, 2005
#7	-2.75% Jan 22, 2026 - Feb 9, 2026	-15.16% Jul 8, 2016 - Jun 28, 2019
#8	-2.65% May 14, 2026 - May 22, 2026	-12.53% Nov 5, 1999 - Aug 21, 2000
#9	-1.80% Jul 6, 2026 - Jul 23, 2026	-10.76% Oct 6, 2009 - Mar 8, 2010
#10	-1.75% Jan 15, 2026 - Jan 22, 2026	-10.20% Jun 16, 2003 - Jan 14, 2004
#11	-1.69% Jun 15, 2026 - Jun 29, 2026	-9.87% Sep 30, 2002 - Apr 10, 2003
#12	-1.66% Aug 13, 2025 - Aug 22, 2025	-7.48% Feb 2, 2015 - Nov 23, 2015
#13	-1.47% Sep 22, 2025 - Oct 2, 2025	-7.01% Nov 13, 2001 - Jan 18, 2002
#14	-1.24% Jul 10, 2025 - Jul 22, 2025	-6.40% Sep 27, 2012 - Jan 25, 2013
#15	-1.11% Aug 28, 2025 - Sep 4, 2025	-6.33% Aug 21, 2000 - Dec 28, 2000

Correlation

Correlation between BLUX and VGM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

BLUX vs VGM dividend yield comparison.

Year	BLUX	VGM
2026	0.44%	4.46%
2025	0.73%	7.48%
2024	0.00%	6.35%
2023	0.00%	4.42%
2022	0.00%	5.67%
2021	0.00%	4.65%
2020	0.00%	4.65%
2019	0.00%	4.82%
2018	0.00%	5.97%
2017	0.00%	5.79%
2016	0.00%	6.50%
2015	0.00%	6.62%
2014	0.00%	6.64%
2013	0.00%	7.68%
2012	0.00%	6.91%
2011	0.00%	7.05%
2010	0.00%	7.91%
2009	0.00%	6.61%
2008	0.00%	9.50%
2007	0.00%	5.80%
2006	0.00%	5.33%
2005	0.00%	7.95%
2004	0.00%	6.67%
2003	0.00%	7.36%
2002	0.00%	8.71%
2001	0.00%	7.55%
2000	0.00%	2.67%