BMVP vs BLUI
Comparison between INVESCO BLOOMBERG MVP MULTI-FACTOR ETF (BMVP, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
BMVP vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BMVP
$102M
BLUI
$102M
Expense Ratio
Winner
BMVP
0.29%
BLUI
0.75%
Max Drawdown
BMVP
79.05%
Winner
BLUI
3.20%
Sharpe Ratio
BMVP
0.65
Winner
BLUI
1.00
5Y Beta
BMVP
0.57
Winner
BLUI
0.19
P/E Ratio
BMVP
16.92
BLUI
N/A
Forward P/E
BMVP
14.61
BLUI
N/A
PEG Ratio
BMVP
0.22
BLUI
N/A
5Y Dividends CAGR
BMVP
21.66%
BLUI
N/A
5Y EPS CAGR
BMVP
17.58%
BLUI
N/A
Debt to Equity
BMVP
182.29%
BLUI
N/A
P/S Ratio
BMVP
1.57
BLUI
N/A
P/B Ratio
BMVP
3.75
BLUI
N/A
BMVP vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BMVP
+0.75%
BLUI
+0.04%
3M
BMVP
-0.46%
Winner
BLUI
+0.49%
6M
Winner
BMVP
+6.17%
BLUI
+3.36%
1Y
Winner
BMVP
+10.16%
BLUI
+7.34%
5Y(CAGR)
BMVP
+6.22%
BLUI
N/A
10Y(CAGR)
BMVP
+9.42%
BLUI
N/A
Max(CAGR)
BMVP
+2.79%
Winner
BLUI
+7.74%
BMVP vs BLUI - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | BMVP | BLUI |
|---|---|---|
| 2026 | +5.74% | +3.32% |
| 2025 | +6.32% | +3.80% |
| 2024 | +17.42% | N/A |
| 2023 | +19.79% | N/A |
| 2022 | -15.25% | N/A |
| 2021 | +20.39% | N/A |
| 2020 | +8.23% | N/A |
| 2019 | +13.67% | N/A |
| 2018 | -6.36% | N/A |
| 2017 | +20.07% | N/A |
| 2016 | +16.01% | N/A |
| 2015 | +0.75% | N/A |
| 2014 | +10.08% | N/A |
| 2013 | +37.82% | N/A |
| 2012 | +19.77% | N/A |
| 2011 | -6.73% | N/A |
| 2010 | +15.14% | N/A |
| 2009 | +15.88% | N/A |
| 2008 | -35.96% | N/A |
| 2007 | +4.49% | N/A |
| 2006 | +9.97% | N/A |
| 2005 | +14.63% | N/A |
| 2004 | +19.21% | N/A |
| 2003 | -68.14% | N/A |
BMVP vs BLUI Drawdown Comparison
The maximum drawdown for BMVP was -78.13%, occurring on Mar 9, 2009. Recovery took 3784 trading sessions.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current BMVP drawdown is -1.77%. The current BLUI drawdown is -0.29%.
| Rank | BMVP | BLUI |
|---|---|---|
| #1 | -78.13% Jul 8, 2003 - Jul 18, 2018 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -39.43% Sep 26, 2018 - Dec 4, 2020 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -26.58% Nov 16, 2021 - Jan 25, 2024 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -15.13% Nov 29, 2024 - Jan 6, 2026 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -10.47% Feb 12, 2021 - Apr 16, 2021 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -6.83% Jun 1, 2021 - Aug 11, 2021 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #7 | -6.64% Sep 3, 2021 - Nov 4, 2021 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #8 | -6.46% Feb 6, 2026 - Mar 30, 2026 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #9 | -5.81% Mar 28, 2024 - Jul 16, 2024 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #10 | -5.65% May 7, 2021 - Jun 1, 2021 | -0.42% May 26, 2026 - Jun 3, 2026 |
| #11 | -5.39% Dec 22, 2020 - Jan 7, 2021 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #12 | -4.57% Jan 25, 2021 - Feb 4, 2021 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -3.86% Jul 31, 2024 - Aug 15, 2024 | -0.39% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -3.68% Aug 12, 2021 - Aug 25, 2021 | -0.35% Jul 29, 2025 - Aug 4, 2025 |
| #15 | -3.06% Jun 17, 2003 - Jul 7, 2003 | -0.27% Apr 30, 2026 - May 6, 2026 |
Correlation
Correlation between BMVP and BLUI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2003 - 2026)
BMVP vs BLUI dividend yield comparison.
| Year | BMVP | BLUI |
|---|---|---|
| 2026 | 0.43% | 1.84% |
| 2025 | 1.77% | 2.91% |
| 2024 | 1.58% | 0.00% |
| 2023 | 1.67% | 0.00% |
| 2022 | 1.51% | 0.00% |
| 2021 | 0.56% | 0.00% |
| 2020 | 1.09% | 0.00% |
| 2019 | 0.95% | 0.00% |
| 2018 | 1.44% | 0.00% |
| 2017 | 1.75% | 0.00% |
| 2016 | 1.35% | 0.00% |
| 2015 | 1.02% | 0.00% |
| 2014 | 0.82% | 0.00% |
| 2013 | 0.78% | 0.00% |
| 2012 | 1.78% | 0.00% |
| 2011 | 1.05% | 0.00% |
| 2010 | 1.33% | 0.00% |
| 2009 | 1.01% | 0.00% |
| 2008 | 1.29% | 0.00% |
| 2007 | 1.02% | 0.00% |
| 2006 | 0.60% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.60% | 0.00% |
| 2003 | 0.36% | 0.00% |
Select Stocks to Compare
Popular: BMVP vs SPYBLUI vs SPY
More Comparisons
Compare with similar stocks