RIET vs BLUI

Comparison between HOYA CAPITAL HIGH DIVIDEND YIELD ETF (RIET, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).

RIET vs BLUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIET(ETF)	BLUI(ETF)
Net Assets	$106M	$105M
Expense Ratio	0.50%	0.75%
Max Drawdown	44.53%	3.20%
Sharpe Ratio	0.60	0.90
5Y Beta	0.49	0.16
P/E Ratio	29.81	N/A
Forward P/E	13.15	N/A
5Y EPS CAGR	-11.71%	N/A
Debt to Equity	45.74%	N/A
P/S Ratio	3.18	N/A
P/B Ratio	1.09	N/A

Net Assets

Winner

RIET

$106M

BLUI

$105M

Expense Ratio

Winner

RIET

0.50%

BLUI

0.75%

Max Drawdown

RIET

44.53%

Winner

BLUI

3.20%

Sharpe Ratio

RIET

0.60

Winner

BLUI

0.90

5Y Beta

RIET

0.49

Winner

BLUI

0.16

P/E Ratio

RIET

29.81

BLUI

N/A

Forward P/E

RIET

13.15

BLUI

N/A

5Y EPS CAGR

RIET

-11.71%

BLUI

N/A

Debt to Equity

RIET

45.74%

BLUI

N/A

P/S Ratio

RIET

3.18

BLUI

N/A

P/B Ratio

RIET

1.09

BLUI

N/A

RIET vs BLUI - Historical Returns

Returns include dividend reinvestment.

Period	RIET	BLUI
1 month	+1.92%	+0.67%
3 months	+4.53%	+1.10%
6 months	+5.72%	+3.12%
1 year	+11.60%	+7.37%
5 years(CAGR)	-0.11%	N/A
Max(CAGR)	-0.11%	+7.62%

Winner

RIET

+1.92%

BLUI

+0.67%

Winner

RIET

+4.53%

BLUI

+1.10%

Winner

RIET

+5.72%

BLUI

+3.12%

Winner

RIET

+11.60%

BLUI

+7.37%

5Y(CAGR)

RIET

-0.11%

BLUI

N/A

Max(CAGR)

RIET

-0.11%

Winner

BLUI

+7.62%

RIET vs BLUI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	RIET	BLUI
2026	+10.11%	+4.23%
2025	+2.55%	+3.80%
2024	+0.67%	N/A
2023	+11.30%	N/A
2022	-25.86%	N/A
2021	+2.37%	N/A

RIET vs BLUI Drawdown Comparison

The maximum drawdown for RIET was -34.62%, occurring on Oct 27, 2023. 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 RIET drawdown is -4.32%. The current BLUI drawdown is -0.16%.

Rank	RIET	BLUI
#1	-34.62% Jan 4, 2022 - Oct 27, 2023	-2.43% Feb 27, 2026 - Apr 17, 2026
#2	-7.15% Nov 15, 2021 - Jan 3, 2022	-1.19% Sep 15, 2025 - Oct 20, 2025
#3	-4.06% Sep 22, 2021 - Oct 15, 2021	-0.90% Oct 27, 2025 - Nov 25, 2025
#4	-1.50% Oct 20, 2021 - Nov 3, 2021	-0.71% Nov 28, 2025 - Jan 8, 2026
#5	-0.82% Nov 3, 2021 - Nov 5, 2021	-0.68% May 6, 2026 - May 26, 2026
#6	-0.44% Nov 11, 2021 - Nov 15, 2021	-0.67% Jun 11, 2026 - Jun 25, 2026
#7	-0.35% Nov 5, 2021 - Nov 11, 2021	-0.65% Jul 2, 2025 - Jul 22, 2025
#8	-0.20% Oct 18, 2021 - Oct 20, 2021	-0.51% May 26, 2026 - Jun 11, 2026
#9	N/A	-0.51% Jan 16, 2026 - Feb 5, 2026
#10	N/A	-0.50% Jun 24, 2025 - Jun 30, 2025
#11	N/A	-0.50% Jul 7, 2026 - Jul 16, 2026
#12	N/A	-0.49% Jul 17, 2026 - Jul 23, 2026
#13	N/A	-0.47% Aug 4, 2025 - Aug 13, 2025
#14	N/A	-0.42% Apr 20, 2026 - Apr 30, 2026
#15	N/A	-0.39% Aug 13, 2025 - Aug 22, 2025