ULST vs BLUX
Comparison between STATE STREET(R) ULTRA SHORT TERM BOND ETF (ULST, ETF) and BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF).
ULST vs BLUX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ULST
$553M
Winner
BLUX
$554M
Expense Ratio
Winner
ULST
0.20%
BLUX
0.25%
Max Drawdown
Winner
ULST
6.34%
BLUX
9.23%
Sharpe Ratio
ULST
0.24
Winner
BLUX
1.52
5Y Beta
Winner
ULST
-0.01
BLUX
1.08
5Y Dividends CAGR
ULST
37.68%
BLUX
N/A
ULST vs BLUX - Historical Returns
Returns include dividend reinvestment.
1M
ULST
+0.32%
Winner
BLUX
+2.32%
3M
ULST
+0.86%
Winner
BLUX
+14.37%
6M
ULST
+1.55%
Winner
BLUX
+12.21%
1Y
ULST
+3.90%
Winner
BLUX
+26.70%
5Y(CAGR)
ULST
+3.53%
BLUX
N/A
10Y(CAGR)
ULST
+2.66%
BLUX
N/A
Max(CAGR)
ULST
+2.20%
Winner
BLUX
+27.66%
ULST vs BLUX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ULST | BLUX |
|---|---|---|
| 2026 | +1.30% | +12.66% |
| 2025 | +4.81% | +11.82% |
| 2024 | +5.25% | N/A |
| 2023 | +5.59% | N/A |
| 2022 | +0.87% | N/A |
| 2021 | +0.21% | N/A |
| 2020 | +1.45% | N/A |
| 2019 | +3.25% | N/A |
| 2018 | +1.94% | N/A |
| 2017 | +1.29% | N/A |
| 2016 | +1.54% | N/A |
| 2015 | +0.14% | N/A |
| 2014 | +0.29% | N/A |
| 2013 | +0.22% | N/A |
ULST vs BLUX Drawdown Comparison
The maximum drawdown for ULST was -6.20%, occurring on Mar 25, 2020. Recovery took 81 trading sessions.
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current BLUX drawdown is -0.50%.
| Rank | ULST | BLUX |
|---|---|---|
| #1 | -6.20% Mar 5, 2020 - Jun 30, 2020 | -9.03% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -1.22% Oct 5, 2021 - Nov 23, 2022 | -6.12% Oct 27, 2025 - Dec 3, 2025 |
| #3 | -0.54% Aug 5, 2024 - Aug 13, 2024 | -3.55% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -0.54% May 2, 2014 - Jul 22, 2014 | -3.25% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -0.51% Jan 31, 2025 - Feb 11, 2025 | -3.02% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -0.50% Feb 8, 2016 - Apr 7, 2016 | -2.89% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -0.49% Nov 12, 2014 - Jun 1, 2015 | -2.75% Jan 22, 2026 - Feb 9, 2026 |
| #8 | -0.44% Jun 1, 2015 - Feb 8, 2016 | -2.65% May 14, 2026 - May 22, 2026 |
| #9 | -0.39% Jul 22, 2014 - Nov 3, 2014 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -0.39% Sep 18, 2020 - Nov 25, 2020 | -1.66% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -0.37% Apr 3, 2025 - Apr 16, 2025 | -1.47% Sep 22, 2025 - Oct 2, 2025 |
| #12 | -0.34% May 31, 2016 - Jun 8, 2016 | -1.24% Jul 10, 2025 - Jul 22, 2025 |
| #13 | -0.32% Jun 10, 2016 - Jul 18, 2016 | -1.11% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -0.27% May 19, 2016 - May 31, 2016 | -1.06% Apr 27, 2026 - Apr 30, 2026 |
| #15 | -0.27% Jan 13, 2014 - Feb 25, 2014 | -0.99% May 6, 2026 - May 14, 2026 |
Correlation
Correlation between ULST and BLUX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2013 - 2026)
ULST vs BLUX dividend yield comparison.
| Year | ULST | BLUX |
|---|---|---|
| 2026 | 1.66% | 0.19% |
| 2025 | 4.46% | 0.73% |
| 2024 | 5.03% | 0.00% |
| 2023 | 4.45% | 0.00% |
| 2022 | 1.70% | 0.00% |
| 2021 | 0.54% | 0.00% |
| 2020 | 1.34% | 0.00% |
| 2019 | 2.56% | 0.00% |
| 2018 | 2.13% | 0.00% |
| 2017 | 1.21% | 0.00% |
| 2016 | 0.93% | 0.00% |
| 2015 | 0.37% | 0.00% |
| 2014 | 0.34% | 0.00% |
| 2013 | 0.07% | 0.00% |
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