FBY vs BLUI
Comparison between YIELDMAX(R) META OPTION INCOME STRATEGY ETF (FBY, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
FBY vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBY
$102M
Winner
BLUI
$102M
Expense Ratio
FBY
1.06%
Winner
BLUI
0.75%
Max Drawdown
FBY
62.32%
Winner
BLUI
3.20%
Sharpe Ratio
FBY
-0.60
Winner
BLUI
1.03
5Y Beta
FBY
1.07
Winner
BLUI
0.18
FBY vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
FBY
-5.52%
Winner
BLUI
+0.27%
3M
FBY
-11.47%
Winner
BLUI
+1.97%
6M
FBY
-11.12%
Winner
BLUI
+4.10%
1Y
FBY
-16.50%
Winner
BLUI
+7.69%
Max(CAGR)
Winner
FBY
+14.38%
BLUI
+7.95%
FBY vs BLUI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FBY | BLUI |
|---|---|---|
| 2026 | -11.90% | +3.66% |
| 2025 | +0.29% | +3.80% |
| 2024 | +46.81% | N/A |
| 2023 | +15.47% | N/A |
FBY vs BLUI Drawdown Comparison
The maximum drawdown for FBY was -31.47%, occurring on Apr 21, 2025. Recovery took 122 trading sessions.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current FBY drawdown is -25.34%. The current BLUI drawdown is -0.04%.
| Rank | FBY | BLUI |
|---|---|---|
| #1 | -31.47% Feb 14, 2025 - Aug 12, 2025 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -29.46% Aug 12, 2025 - Mar 27, 2026 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -15.32% Apr 11, 2024 - Aug 21, 2024 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -11.24% Jul 28, 2023 - Oct 6, 2023 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -9.91% Oct 17, 2023 - Nov 13, 2023 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -5.26% Nov 7, 2024 - Dec 2, 2024 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #7 | -5.22% Nov 22, 2023 - Dec 15, 2023 | -0.51% May 26, 2026 - Jun 11, 2026 |
| #8 | -5.06% Jan 6, 2025 - Jan 23, 2025 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #9 | -4.87% Dec 12, 2024 - Jan 6, 2025 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #10 | -4.50% Feb 2, 2024 - Feb 15, 2024 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #11 | -3.95% Mar 7, 2024 - Mar 21, 2024 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #12 | -3.94% Aug 21, 2024 - Sep 12, 2024 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -3.30% Oct 14, 2024 - Nov 7, 2024 | -0.39% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -3.12% Mar 25, 2024 - Apr 5, 2024 | -0.35% Jul 29, 2025 - Aug 4, 2025 |
| #15 | -3.00% Dec 28, 2023 - Jan 10, 2024 | -0.27% Apr 30, 2026 - May 6, 2026 |
Correlation
Correlation between FBY and BLUI is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2023 - 2026)
FBY vs BLUI dividend yield comparison.
| Year | FBY | BLUI |
|---|---|---|
| 2026 | 22.04% | 1.84% |
| 2025 | 55.43% | 2.91% |
| 2024 | 53.89% | 0.00% |
| 2023 | 8.31% | 0.00% |
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