NATO vs BLUI
Comparison between THEMES TRANSATLANTIC DEFENSE ETF (NATO, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
NATO vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NATO
$102M
Winner
BLUI
$102M
Expense Ratio
Winner
NATO
0.35%
BLUI
0.75%
Max Drawdown
NATO
15.99%
Winner
BLUI
3.20%
Sharpe Ratio
NATO
0.71
Winner
BLUI
1.03
5Y Beta
NATO
0.84
Winner
BLUI
0.18
P/E Ratio
NATO
54.73
BLUI
N/A
Forward P/E
NATO
30.08
BLUI
N/A
Debt to Equity
NATO
152.72%
BLUI
N/A
P/S Ratio
NATO
3.18
BLUI
N/A
P/B Ratio
NATO
6.86
BLUI
N/A
NATO vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NATO
+1.76%
BLUI
+0.27%
3M
NATO
-3.93%
Winner
BLUI
+1.97%
6M
Winner
NATO
+7.28%
BLUI
+4.10%
1Y
Winner
NATO
+18.02%
BLUI
+7.69%
Max(CAGR)
Winner
NATO
+31.40%
BLUI
+7.95%
NATO vs BLUI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NATO | BLUI |
|---|---|---|
| 2026 | +1.99% | +3.66% |
| 2025 | +51.85% | +3.80% |
| 2024 | +0.35% | N/A |
NATO vs BLUI Drawdown Comparison
The maximum drawdown for NATO was -15.99%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current NATO drawdown is -9.97%. The current BLUI drawdown is -0.04%.
| Rank | NATO | BLUI |
|---|---|---|
| #1 | -15.99% Mar 2, 2026 - Mar 30, 2026 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -13.28% Mar 19, 2025 - Apr 29, 2025 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -10.85% Oct 8, 2025 - Jan 5, 2026 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -7.21% Nov 11, 2024 - Feb 18, 2025 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -7.16% Jan 16, 2026 - Feb 20, 2026 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -4.72% Oct 18, 2024 - Nov 6, 2024 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #7 | -4.03% Mar 5, 2025 - Mar 17, 2025 | -0.51% May 26, 2026 - Jun 11, 2026 |
| #8 | -3.96% Feb 18, 2025 - Feb 28, 2025 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #9 | -3.23% Jul 23, 2025 - Sep 11, 2025 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #10 | -1.91% Jun 5, 2025 - Jun 26, 2025 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #11 | -1.84% Jun 30, 2025 - Jul 9, 2025 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #12 | -1.79% May 19, 2025 - May 27, 2025 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -1.55% Jul 18, 2025 - Jul 23, 2025 | -0.39% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.26% Mar 3, 2025 - Mar 5, 2025 | -0.35% Jul 29, 2025 - Aug 4, 2025 |
| #15 | -1.26% Feb 20, 2026 - Mar 2, 2026 | -0.27% Apr 30, 2026 - May 6, 2026 |
Correlation
Correlation between NATO and BLUI is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2024 - 2026)
NATO vs BLUI dividend yield comparison.
| Year | NATO | BLUI |
|---|---|---|
| 2026 | 0.00% | 1.84% |
| 2025 | 0.45% | 2.91% |
| 2024 | 0.08% | 0.00% |
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