BLTD vs VOO
Bluemonte Long Term Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BLTD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $163M | $997.4B | |
| Dividend Yield | 4.50% | 1.08% | |
| Holdings | 4 | 509 | |
| YTD Return | -0.86% | +12.76% | |
| 1Y Return | +1.24% | +20.14% | |
| 3Y Return (annualized) | - | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | 5.9% | 14.1% | |
| Max Drawdown | -5.2% | -34.3% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 20, 2025 | Sep 7, 2010 |
BLTD vs VOO Performance
Bluemonte Long Term Bond ETF (BLTD) is a ETF from Bluemonte Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BLTD returned +1.24% while VOO returned +20.14%. Year to date, BLTD is down 0.86% versus a gain of 12.76% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.9% for BLTD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.2% for BLTD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLTD charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, BLTD currently yields 4.50% against 1.08% for VOO.
Holdings Overlap
BLTD and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLTD or VOO?
BLTD has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, BLTD or VOO?
Over the past year BLTD returned +1.24% vs +20.14% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BLTD annualized +2.47% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, BLTD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.9% for BLTD. Worst drawdown: BLTD -5.2% vs VOO -34.3%.
Should I hold both BLTD and VOO?
BLTD and VOO have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLTD and VOO?
BLTD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, BLTD or VOO?
BLTD yields 4.50% while VOO yields 1.08%, so BLTD currently pays the higher dividend yield.
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