CALI vs BLUC
Comparison between BlackRock Short-Term California Muni Bond ETF (CALI, ETF) and BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF).
CALI vs BLUC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CALI
$295M
BLUC
$294M
Expense Ratio
Winner
CALI
0.20%
BLUC
0.23%
Max Drawdown
Winner
CALI
1.08%
BLUC
10.78%
Sharpe Ratio
CALI
-0.89
Winner
BLUC
1.41
5Y Beta
Winner
CALI
0.01
BLUC
1.08
CALI vs BLUC - Historical Returns
Returns include dividend reinvestment.
1M
CALI
+0.31%
Winner
BLUC
+2.12%
3M
CALI
+0.34%
Winner
BLUC
+9.30%
6M
CALI
+1.18%
Winner
BLUC
+7.20%
1Y
CALI
+3.01%
Winner
BLUC
+22.71%
Max(CAGR)
CALI
+3.13%
Winner
BLUC
+24.04%
CALI vs BLUC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CALI | BLUC |
|---|---|---|
| 2026 | +0.93% | +7.63% |
| 2025 | +3.26% | +14.03% |
| 2024 | +2.84% | N/A |
| 2023 | +1.97% | N/A |
CALI vs BLUC Drawdown Comparison
The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.
The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current BLUC drawdown is -3.80%.
| Rank | CALI | BLUC |
|---|---|---|
| #1 | -0.78% Apr 4, 2025 - May 27, 2025 | -10.68% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -0.67% Feb 27, 2026 - May 28, 2026 | -5.58% Oct 29, 2025 - Dec 24, 2025 |
| #3 | -0.45% Sep 13, 2023 - Nov 3, 2023 | -3.80% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -0.32% Dec 2, 2024 - Jan 15, 2025 | -2.96% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -0.31% Mar 20, 2024 - May 2, 2024 | -2.35% Jul 28, 2025 - Aug 8, 2025 |
| #6 | -0.24% Jan 9, 2024 - Feb 1, 2024 | -2.03% May 14, 2026 - May 26, 2026 |
| #7 | -0.23% Mar 3, 2025 - Apr 1, 2025 | -1.86% Aug 14, 2025 - Aug 27, 2025 |
| #8 | -0.22% Jan 17, 2025 - Jan 31, 2025 | -1.61% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -0.22% Oct 3, 2024 - Nov 4, 2024 | -1.54% Aug 28, 2025 - Sep 9, 2025 |
| #10 | -0.19% Sep 17, 2025 - Oct 10, 2025 | -1.23% Dec 26, 2025 - Jan 9, 2026 |
| #11 | -0.18% Nov 5, 2024 - Nov 8, 2024 | -0.95% Apr 17, 2026 - Apr 22, 2026 |
| #12 | -0.17% Jan 15, 2025 - Jan 17, 2025 | -0.78% Jul 3, 2025 - Jul 17, 2025 |
| #13 | -0.16% Jun 6, 2024 - Jun 12, 2024 | -0.65% Apr 27, 2026 - Apr 30, 2026 |
| #14 | -0.16% Nov 8, 2024 - Nov 15, 2024 | -0.62% Apr 22, 2026 - Apr 24, 2026 |
| #15 | -0.15% Jul 23, 2024 - Jul 30, 2024 | -0.43% Sep 15, 2025 - Sep 18, 2025 |
Correlation
Correlation between CALI and BLUC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2023 - 2026)
CALI vs BLUC dividend yield comparison.
| Year | CALI | BLUC |
|---|---|---|
| 2026 | 0.99% | 0.09% |
| 2025 | 2.62% | 0.46% |
| 2024 | 3.14% | 0.00% |
| 2023 | 1.37% | 0.00% |
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