BLUX ETF
Bluemonte Dynamic Total Market ETF
BLUX ETF Overview
BLUX ETF (Bluemonte Dynamic Total Market ETF) is managed by Bluemonte Investment Management with $563.7M in net assets. BLUX expense ratio is 0.25%, holding 5 positions across sectors including Financials. Inception date: 2025-06-20.
BLUX performance shows a YTD return of 13.27%. The 1-year return is 22.06%. BLUX dividend yield stands at 1.08%, paid quarterly.
BLUX top holdings include Spdr Port Sp 500 (47.7%), Vanguard Russell 2000 Etf (31.1%), Ishares Mornings (15.8%), Schwab US Small-cap ETF (5.2%), Iccrea Banca Spa 3.5 2034-06-05 (0.2%). 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.