DALI vs BLUI
Comparison between FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF (DALI, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
DALI vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DALI
$106M
BLUI
$105M
Expense Ratio
DALI
0.91%
Winner
BLUI
0.75%
Max Drawdown
DALI
36.06%
Winner
BLUI
3.20%
Sharpe Ratio
DALI
0.14
Winner
BLUI
0.90
5Y Beta
DALI
1.12
Winner
BLUI
0.16
5Y Dividends CAGR
DALI
7.61%
BLUI
N/A
DALI vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
DALI
-3.92%
Winner
BLUI
+0.67%
3M
DALI
-5.33%
Winner
BLUI
+1.10%
6M
DALI
-6.44%
Winner
BLUI
+3.12%
1Y
DALI
+4.93%
Winner
BLUI
+7.37%
5Y(CAGR)
DALI
+3.23%
BLUI
N/A
10Y(CAGR)
DALI
+5.27%
BLUI
N/A
Max(CAGR)
DALI
+5.27%
Winner
BLUI
+7.62%
DALI vs BLUI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DALI | BLUI |
|---|---|---|
| 2026 | -2.62% | +4.23% |
| 2025 | +11.89% | +3.80% |
| 2024 | +20.16% | N/A |
| 2023 | -7.34% | N/A |
| 2022 | -8.39% | N/A |
| 2021 | +24.04% | N/A |
| 2020 | +4.46% | N/A |
| 2019 | +25.32% | N/A |
| 2018 | -14.81% | N/A |
DALI vs BLUI Drawdown Comparison
The maximum drawdown for DALI was -36.06%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current DALI drawdown is -9.55%. The current BLUI drawdown is -0.16%.
| Rank | DALI | BLUI |
|---|---|---|
| #1 | -36.06% Feb 19, 2020 - Jan 7, 2021 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -26.27% Mar 8, 2022 - Oct 24, 2025 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -25.44% Aug 29, 2018 - Jan 9, 2020 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -15.21% Nov 16, 2021 - Mar 7, 2022 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -12.54% Jan 22, 2026 - May 6, 2026 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -10.47% May 11, 2026 - Jul 20, 2026 | -0.67% Jun 11, 2026 - Jun 25, 2026 |
| #7 | -8.60% Feb 12, 2021 - Apr 9, 2021 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #8 | -7.62% Oct 27, 2025 - Dec 10, 2025 | -0.51% May 26, 2026 - Jun 11, 2026 |
| #9 | -6.70% Apr 27, 2021 - Jun 8, 2021 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #10 | -5.56% Sep 3, 2021 - Oct 21, 2021 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #11 | -5.27% Jan 22, 2021 - Feb 5, 2021 | -0.50% Jul 7, 2026 - Jul 16, 2026 |
| #12 | -5.14% Jun 20, 2018 - Aug 21, 2018 | -0.49% Jul 17, 2026 - Jul 23, 2026 |
| #13 | -4.99% Jun 29, 2021 - Jul 29, 2021 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #14 | -3.86% Dec 11, 2025 - Dec 24, 2025 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #15 | -3.37% Aug 12, 2021 - Aug 25, 2021 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between DALI and BLUI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2018 - 2026)
DALI vs BLUI dividend yield comparison.
| Year | DALI | BLUI |
|---|---|---|
| 2026 | 0.95% | 2.17% |
| 2025 | 0.38% | 2.91% |
| 2024 | 0.18% | 0.00% |
| 2023 | 3.42% | 0.00% |
| 2022 | 0.50% | 0.00% |
| 2021 | 0.11% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 0.45% | 0.00% |
| 2018 | 0.17% | 0.00% |
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