BLUX ETF
Bluemonte Dynamic Total Market ETF
BLUX ETF Overview
BLUX ETF (Bluemonte Dynamic Total Market ETF) is managed by Bluemonte Investment Management with $599.8M in net assets. BLUX expense ratio is 0.23%, holding 5 positions across sectors including Financials. Inception date: 2025-06-20.
BLUX performance shows a YTD return of 15.82%. The 1-year return is 20.25%. BLUX dividend yield stands at 1.05%, paid quarterly.
BLUX top holdings include Spdr Port Sp 500 (48.8%), Vanguard Russell 2000 Etf (30.5%), iShares Morningstar Small-Capital Value ETF (15.3%), Schwab US Small-cap ETF (5.2%), Cash (0.1%). Go to all BLUX holdings, BLUX sectors, or BLUX dividends.
BLUX can be compared against other funds. Use BLUX overlap to find shared positions, or BLUX vs another fund for a side-by-side view. BLUX alternatives are available via the screener, along with tax-loss harvesting opportunities.