SMOT vs BLUC

Comparison between VANECK MORNINGSTAR SMID MOAT ETF (SMOT, ETF) and BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF).

SMOT vs BLUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMOT(ETF)	BLUC(ETF)
Net Assets	$334M	$334M
Expense Ratio	0.49%	0.23%
Max Drawdown	24.25%	10.78%
Sharpe Ratio	0.55	1.04
5Y Beta	0.92	1.07
P/E Ratio	30.78	N/A
Forward P/E	15.41	N/A
PEG Ratio	0.70	N/A
5Y EPS CAGR	5.53%	N/A
Debt to Equity	-28.53%	N/A
P/S Ratio	1.55	N/A
P/B Ratio	2.84	N/A

Net Assets

Winner

SMOT

$334M

BLUC

$334M

Expense Ratio

SMOT

0.49%

Winner

BLUC

0.23%

Max Drawdown

SMOT

24.25%

Winner

BLUC

10.78%

Sharpe Ratio

SMOT

0.55

Winner

BLUC

1.04

5Y Beta

Winner

SMOT

0.92

BLUC

1.07

P/E Ratio

SMOT

30.78

BLUC

N/A

Forward P/E

SMOT

15.41

BLUC

N/A

PEG Ratio

SMOT

0.70

BLUC

N/A

5Y EPS CAGR

SMOT

5.53%

BLUC

N/A

Debt to Equity

SMOT

-28.53%

BLUC

N/A

P/S Ratio

SMOT

1.55

BLUC

N/A

P/B Ratio

SMOT

2.84

BLUC

N/A

SMOT vs BLUC - Holdings Comparison

SMOT and BLUC have 0 common holdings. Overlap is 0.00%

SMOT's top 25 holdings weight is 34.24%. BLUC's top 25 holdings weight is 99.30%.

Rank	SMOT	BLUC
#1	BIO-TECHNE CORP (TECH) - 1.67%	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 40.08%
#2	BLOCK INC CLASS A (XYZ) - 1.52%	VANGUARD GROWTH ETF (VUG) - 34.41%
#3	ACUITY INC (AYI) - 1.50%	ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB) - 19.84%
#4	MASCO CORP (MAS) - 1.49%	VANGUARD VALUE ETF (VTV) - 4.97%
#5	IQVIA HOLDINGS INC (IQV) - 1.46%	N/A
#6	ROYALTY PHARMA PLC CLASS A (RPRX) - 1.45%	N/A
#7	CORTEVA INC (CTVA) - 1.41%	N/A
#8	STIFEL FINANCIAL CORP (SF) - 1.41%	N/A
#9	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.39%	N/A
#10	AMCOR PLC ORDINARY SHARES (AMCR) - 1.38%	N/A
#11	TRANSUNION (TRU) - 1.37%	N/A
#12	THE CIGNA GROUP (CI) - 1.36%	N/A
#13	GENTEX CORP (GNTX) - 1.33%	N/A
#14	BIOGEN INC (BIIB) - 1.32%	N/A
#15	ALIGN TECHNOLOGY INC (ALGN) - 1.32%	N/A
#16	THE KRAFT HEINZ CO (KHC) - 1.32%	N/A
#17	OMNICOM GROUP INC (OMC) - 1.31%	N/A
#18	LAMB WESTON HOLDINGS INC (LW) - 1.30%	N/A
#19	DATADOG INC CLASS A (DDOG) - 1.30%	N/A
#20	NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 1.29%	N/A
#21	THE CARLYLE GROUP INC (CG) - 1.28%	N/A
#22	BIOMARIN PHARMACEUTICAL INC (BMRN) - 1.27%	N/A
#23	CARNIVAL CORPORATION LTD (CCL) - 1.27%	N/A
#24	n/a (WMG) - 1.26%	N/A
#25	ZIMMER BIOMET HOLDINGS INC (ZBH) - 1.26%	N/A
Total Holdings	111	4

SMOT vs BLUC - Historical Returns

Returns include dividend reinvestment.

Period	SMOT	BLUC
1 month	+1.96%	+0.44%
3 months	+4.95%	+6.42%
6 months	+3.97%	+9.33%
1 year	+11.46%	+18.53%
Max(CAGR)	+12.59%	+22.33%

Winner

SMOT

+1.96%

BLUC

+0.44%

SMOT

+4.95%

Winner

BLUC

+6.42%

SMOT

+3.97%

Winner

BLUC

+9.33%

SMOT

+11.46%

Winner

BLUC

+18.53%

Max(CAGR)

SMOT

+12.59%

Winner

BLUC

+22.33%

SMOT vs BLUC - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	SMOT	BLUC
2026	+6.83%	+8.95%
2025	+6.81%	+14.03%
2024	+11.52%	N/A
2023	+16.96%	N/A
2022	+5.42%	N/A

SMOT vs BLUC Drawdown Comparison

The maximum drawdown for SMOT was -23.36%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current SMOT drawdown is -1.67%. The current BLUC drawdown is -2.62%.

Rank	SMOT	BLUC
#1	-23.36% Nov 25, 2024 - Dec 11, 2025	-10.68% Jan 12, 2026 - Apr 15, 2026
#2	-17.29% Feb 2, 2023 - Dec 14, 2023	-5.65% Jun 2, 2026 - Jun 10, 2026
#3	-8.91% Jan 15, 2026 - May 8, 2026	-5.58% Oct 29, 2025 - Dec 24, 2025
#4	-8.36% Mar 28, 2024 - Aug 30, 2024	-2.96% Oct 8, 2025 - Oct 24, 2025
#5	-6.86% Dec 1, 2022 - Jan 10, 2023	-2.35% Jul 28, 2025 - Aug 8, 2025
#6	-5.10% Oct 6, 2022 - Oct 25, 2022	-2.03% May 14, 2026 - May 26, 2026
#7	-4.63% Dec 28, 2023 - Feb 12, 2024	-1.86% Aug 14, 2025 - Aug 27, 2025
#8	-4.19% Nov 1, 2022 - Nov 10, 2022	-1.61% Sep 22, 2025 - Oct 1, 2025
#9	-4.18% Aug 30, 2024 - Sep 19, 2024	-1.54% Aug 28, 2025 - Sep 9, 2025
#10	-3.43% Jun 4, 2026 - Jul 2, 2026	-1.23% Dec 26, 2025 - Jan 9, 2026
#11	-2.99% Nov 11, 2024 - Nov 22, 2024	-0.95% Apr 17, 2026 - Apr 22, 2026
#12	-2.80% Nov 11, 2022 - Nov 30, 2022	-0.78% Jul 3, 2025 - Jul 17, 2025
#13	-2.72% May 8, 2026 - May 22, 2026	-0.65% Apr 27, 2026 - Apr 30, 2026
#14	-2.51% Jan 13, 2023 - Jan 23, 2023	-0.62% Apr 22, 2026 - Apr 24, 2026
#15	-2.45% Feb 12, 2024 - Feb 15, 2024	-0.43% Sep 15, 2025 - Sep 18, 2025